This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jamie Hopkins. Jamie Hopkins is the chief wealth officer WSFS/Bryn Mawr Trust, and the CEO of Bryn Mawr Trust Advisors, and Best Selling Author of the book, Your Retirement Sketchbook. He covers retirement income and estate planning. Jamie is a Finance Professor of Practice at Creighton University Heider College of Business and President of FinServ Foundation. As a professor at the American College of Financial Services, Jamie helped co-create the Retirement Income Certified Professional Designation (RICP®). Jamie frequently writes articles dealing with retirement issues, such as long-term care, taxation of insurance benefits and estate planning. Jamie will be tackling the upcoming issues associated with tax reform and its impact on the estate planning challenges. associated with the potential expiration of the Tax Cut and Jobs Act at the end of 2025.
