For clients living in coastal areas, hurricanes and rising tides aren't rare events — they’re part of life. Yet too many financial plans fail to account for the real and growing cost of storm risk. In this timely and practical webinar, South Carolina-based planner Christopher Jackson, CFP® shares how he helps clients along the coast prepare for the next big storm — financially and emotionally. Drawing on firsthand experience and client case studies, Christopher will walk you through a planning process that builds resilience into retirement by budgeting for flood risk, insurance tradeoffs, and repair reserves.
You’ll learn how to:
- Stress-test a plan for multiple uninsured storm events
- Model the impact of major storm losses on retirement cash flow
- Talk through FEMA flood maps, elevation zones, and “Risk Rating 2.0”
- Help clients balance coverage costs with liquidity and risk tolerance
- Build trust by modeling what you practice in your own financial life
Whether your clients live on the coast or own vacation homes in hurricane-prone areas, this session will help you lead more proactive conversations — and keep retirement plans on track when the forecast turns.
I help people take control of their financial future. Whether you’re in your 30s and building wealth, in your 40s and navigating major life decisions, or getting ready to retire and want to make sure everything’s in place. With over a decade in the financial industry, including experience at large institutions and a $3B RIA, I know that personalized, clear financial guidance can make all the difference. That’s why I founded CPJ Financial, to offer fee-only, fiduciary advice focused on your goals, not products or commissions.
Chris has deep expertise in building plans that help coastal clients plan for storm-related risks.