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Jamie Hopkins is a best selling author, solutions builder, runner and financial professional. Jamie is the Chief Wealth Officer, WSFS Bank and president of FinServ Foundation. He is a professor at Creighton University and previously was a professor of retirement planning at The American College and the Director of the New York Life Center for Retirement Income. He is a contributor to Forbes and has been elected to the Fellows of the American Bar Foundation. He also was selected as one of the top 40 financial service professionals under the age of 40 by InvestmentNews and one of the top 40 young attorneys by The American Bar Association. Jamie was also named as the RIA thought leader of the year by WealthManagement.com.
Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. Bonnie is also a Partner at Endeavor Law and the Treasurer of FinServ Foundation. She is a contributor to many industry publications including NAPANet and The Street and has been quoted in several publications. She was also selected as one of the top 40 financial service professionals under the age of 40 by InvestmentNews and one of the top 40 young attorneys by The American Bar Association.Thanks for subscribing!
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