Virtual Professional Advisor Seminar

Thursday, Sep. 24 • 12:00 pm to 1:30 pm

Hopkins Jamie

Save the date for The Community Foundation's annual Professional Advisor Seminar via Zoom.

Retirement Income Planning After COVID-19 presented by Jamie Hopkins Director of Carson Coaching and Retirement Research at Carson Group.

  • Understand what clients see as valuable from their advisor
  • Review best practices for retirement income planning strategies
  • Discuss how 2020 changes impacted retirement income planning
  • Review Impact of SECURE Act and CARES Act on income planning
  • Get best in class practice management tips for focusing on retirement planning

This seminar is eligible for CFP, CLE and OH Insurance credit.

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