Better Client Longevity Planning with Your Retirement Sketchbook
Includes a Live Web Event on 05/20/2026 at 12:00 PM (MDT)
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This session explores how visual thinking can transform retirement-planning conversations. Based on the book Your Retirement Sketchbook, this webinar demonstrates how simple sketches, visual frameworks, and mapping techniques can help advisors communicate complex retirement and longevity concepts more clearly. Hosted by Steve Resch, this practical session focuses on tools advisors can immediately incorporate into client meetings. In this session, advisors will learn how to:
- Use visual frameworks to simplify retirement income and longevity planning
- Improve client engagement and understanding through sketch-based conversations
- Facilitate more meaningful discussions around legacy, risk, and retirement decisions
- Apply practical visualization tools directly in client meetings
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Retirement Planning
CFP Board CE Credit Hours:
- Explain how visual engagement improves client comprehension and behavioral decision-making in retirement planning.
- Identify at least three visualization techniques that can be integrated into financial planning meetings.
- Demonstrate how to use guided sketching exercises to clarify retirement goals, income sources, and risks.
- Apply visualization tools to enhance discussions around longevity risk, long-term care, inflation, tax planning, and legacy strategies.
- Evaluate how visual planning frameworks can strengthen client trust and improve plan implementation rates.
Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
CEO of Bryn Mawr Captial Management and Chief Wealth Officer of Byrn Mawr Trust and WSFS
Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS and Bryn Mawr Trust. Jamie is also the author of the new best seller, Your Retirement Sketchbook.
Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate. Hopkins earned a master’s degree in financial planning from The American College of Financial Services and a master’s degree in business administration from Villanova University.
A Wall Street Journal best-selling author, educator, and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.
Stephen J. Resch, CLTC
Vice President Retirement Strategies Division
Finance of America
Steve Resch, CLTC, is Vice President of Retirement Strategies for Finance of America, where he leads education and training programs for financial professionals. Steve is also an investment advisor, partner in a wealth management firm, and designer of ""The Reverse Illustrator,"" a proprietary program that graphically displays the flexibility and options that a reverse mortgage can bring to a financial plan. Steve is a subject expert source and frequent speaker at both national and regional professional conferences and has been interviewed by various media outlets including Yahoo Finance, Nasdaq Trade Talks, MarketWatch, Barron's and more.
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