Your Retirement Sketchbook: Visualizing Retirement (CFP CE Credit)
Upcoming Webinar
Date & Time: March 26 at 11 am PT | 2 pm ET
Retirement planning doesn’t have to feel abstract or overwhelming. When clients can see their plan, they’re more confident in the decisions they make.
Join Jamie Hopkins, Chief Wealth Officer at WSFS and Bryn Mawr Trust, for a CE session on how financial advisors can use visual tools to deepen engagement, improve communication, and drive better retirement outcomes. Inspired by Your Retirement Sketchbook, this session explores practical ways to incorporate drawing, mapping, and structured visualization into retirement income, legacy, and behavioral planning conversations.
You’ll walk away with actionable techniques you can immediately apply in client meetings, including how to:
- Use visualization to improve client understanding and decision-making
- Integrate guided sketching exercises to clarify goals, income sources, and risks
- Strengthen discussions around longevity, long-term care, inflation, taxes, and legacy planning
- Build trust and increase plan implementation through visual frameworks
If you’re looking to elevate your client conversations and make retirement planning more collaborative and impactful, this session is for you.
Save your seat today.
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