A Discussion with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, and Kerry Pechter, Moderated by Avi Sharon, PhD, CAIA®, and Robert Powell, RMA®, CFP®
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In an environment shaped by demographic shifts, regulatory change, and rapidly evolving technology, retirement income planning is becoming less about formulas and more about service. In this edited discussion, market strategist Jamie Hopkins and Kerry Pechter, editor and publisher of Retirement Income Journal, explore the challenges advisors face in decumulation planning, the rise of platform-based models, and the growing importance of integrating tax, investment, insurance, and estate strategies. Their conversation highlights why, despite advances in technology and scale, the future of retirement planning remains deeply advisor-centric—and fundamentally human.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
