Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Retirement Risk and Income Expert

Meet Jamie Hopkins, Esq., LLM,
CFP®, ChFC®, CLU®, RICP®

Jamie Hopkins has an extensive background in educational development, research, and writing. He has developed educational materials for The American College’s CFP®, CLU®, ChFC®, and RICP® programs. Professor Hopkins has also developed CE programs for attorneys and is an active legal writer. He has done consulting projects for a number of Fortune 500 companies. Jamie is also a highly sought after speaker, having done hundreds of webinars and speeches for the financial services industry.

Jamie is a regular contributor for Forbes and InvestmentNews on Retirement Income Planning. He is also a RetireMentor for MarketWatch and has been published in dozens of journals regarding tax law and retirement income planning.

Jamie Hopkins is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. 

Prior to joining Carson, Jamie was the co-Director of the New York Life Center for Retirement Income and a professor in the Retirement Income Program at the American College of Financial Services.

Experience, Recognition, Background

In recognition of his impact on the financial services industry, Jamie Hopkins was selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40. Additionally, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Professor Hopkins was also named as a Lawyer of Distinction in 2017 and was elected into the prestigious role as an American Bar Foundation Fellow. Jamie has won numerous awards for his articles and writing. He is an editor for the Midwest Law Journal and was listed as a “Mover & Shaker” in the reverse mortgage industry. Jamie has also been featured on WSJ podcasts, NPR radio, Fox radio, and on TV multiple times for NBC10 Philadelphia, PBS, and USAToday.

Jamie has done consulting work for Fortune 500 companies and is a highly sought after speaker in the financial services industry. He has developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.

Along with his regular media appearances, Jamie has also been featured on Wall Street Journal podcasts, NPR radio, Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS, and USA Today.

Jamie Hopkins' Expertise

A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.

  • Rewiring How You Think About Retirement
  • Retirement Income Planning
  • Annuities in Retirement
  • Planning Reverse
  • Tax Law


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