Jamie Hopper, RFC

Jamie Hopper, RFC In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors.

08/25/2026

“Go for it, as long as you don’t do anything.”

Our originally scheduled presentation with Clint Holmes of Holmes Insurance Group had to be postponed because of the loc...
08/20/2026

Our originally scheduled presentation with Clint Holmes of Holmes Insurance Group had to be postponed because of the local flooding. Thankfully, we’ve got him back on the calendar!

Join us on Wednesday, August 26, as Clint becomes our featured speaker at BNI Lunch Bunch!

As an independent health insurance broker, Clint helps individuals, families, and businesses navigate the often-confusing world of health insurance. Whether you're looking for:

• Individual or family health insurance (under age 65)
• Group health plans for your employees
• Medicare options
• Supplemental coverage to help reduce deductibles and out-of-pocket costs

Clint can help uncover the holes in your current insurance protection and identify ways to supplement your coverage so you can better protect yourself and your family from unexpected expenses.

For more than 7 years, Clint has been a valued part of Lunch Bunch, and we're excited to finally get him in the spotlight!

Outside of work, Clint is a proud husband and father of three amazing kids. His commitment to helping families isn't just what he does professionally, it's part of who he is.

If you own a business, have employees, are approaching Medicare eligibility, or simply want to make sure your current coverage is doing what you think it is, you won't want to miss this presentation.

Come hear Clint share how you can identify gaps in your coverage, protect your finances, and potentially reduce your out-of-pocket exposure.

We postponed him once because of the flooding. Let's not let anything keep you from hearing him this time! 😄

08/18/2026

Economists have lowered the probability of recession, but see inflation staying higher longer, according to the latest WSJ survey.

Retirement doesn’t happen all at once. It happens through a series of milestones, and making the right decision at each ...
08/13/2026

Retirement doesn’t happen all at once. It happens through a series of milestones, and making the right decision at each one can mean thousands of dollars over your lifetime.

From penalty-free distributions at 59½, to Social Security, Medicare, and required minimum distributions, every age comes with opportunities and potential mistakes.

That’s why I created this retirement timeline. It’s designed to help you see what’s coming before you get there, so you can make informed decisions instead of rushed ones.

If you’re within 10 years of retirement, don’t navigate these milestones alone.

Call me today for a retirement milestone review. Together, we’ll build a personalized timeline that helps you maximize income, minimize taxes, and retire with confidence.

The calendar is fixed. Your strategy doesn’t have to be.

We’re excited to welcome Ann Grace, Branch Manager at Centier Bank, as our featured speaker at Lunch Bunch on Wednesday,...
08/12/2026

We’re excited to welcome Ann Grace, Branch Manager at Centier Bank, as our featured speaker at Lunch Bunch on Wednesday, August 19!

Ann believes that financial services should ultimately help people live with more peace and less financial stress.

She works with clients to help them get out of debt, make smart decisions with their money, and find competitive rates on money market accounts, CDs, HELOCs, and other financial solutions that can help them make the most of their hard-earned money.

Whether you’re looking for a better place to keep your cash, considering a CD, need access to home equity, or simply want to get your finances working more effectively for you, Ann is a great resource to have in your network.

Come hear Ann share how thoughtful financial decisions can help you move toward peace, abundance, and financial freedom.

Bring a friend, a business connection, or someone who could benefit from Ann’s guidance. Scan the QR code to register.

08/11/2026

For all that’s good about our financial lives, there are distinctly American things that are decidedly suboptimal. Please, can the 1040 fit on a postcard?

🚨 Are you paying more for healthcare than you need to? Or worse, do you have gaps in your coverage that could cost you t...
08/05/2026

🚨 Are you paying more for healthcare than you need to? Or worse, do you have gaps in your coverage that could cost you thousands?

Join us on Wednesday, August 12, as we welcome Clint Holmes of Holmes Insurance Group as our featured speaker at BNI Lunch Bunch!

As an independent health insurance broker, Clint helps individuals, families, and businesses navigate the often-confusing world of health insurance.

Whether you're looking for:
• Individual or family health insurance (under age 65)
• Group health plans for your employees
• Medicare options
• Supplemental coverage to reduce deductibles and out-of-pocket costs

Clint takes the time to uncover the gaps in your current protection and helps build a plan that fits your needs and your budget.

For more than 7 years, Clint has been a trusted member of Lunch Bunch, consistently serving others with integrity, knowledge, and a genuine desire to help. Beyond his business, he's a proud husband and the father of three amazing kids, and he brings that same commitment to caring for families into every client relationship.

If you own a business, have employees, are approaching Medicare eligibility, or simply want to make sure your current coverage is working as hard as you are, you won't want to miss Clint's presentation.

Scan the QR code to see our member list and register.

08/04/2026

Stock market returns should not distract investors from the new AI trade taking hold.

Business owners spend years building their companies. One unexpected event can put all of that hard work at risk.That's ...
07/30/2026

Business owners spend years building their companies. One unexpected event can put all of that hard work at risk.

That's why I'm excited to welcome Joshua Clark with Conner Insurance as our featured speaker at BNI Lunch Bunch on Wednesday, August 5.

Josh is an independent commercial property and casualty insurance advisor who helps businesses identify and protect against the risks they can't afford to ignore. From property damage and liability to cyber threats and other emerging risks, he helps business owners create strategies that keep their companies protected and moving forward.

Josh is also a proud Indiana University graduate, a huge Indianapolis Motor Speedway fan who loves spending the month of May at the track, and most importantly, a devoted husband and father. His family is about to grow again, making this an especially exciting season of life.

Conner Insurance is a Christian-based company that believes in serving clients with integrity and excellence, values that Josh demonstrates every day.

If you're a business owner, or you know someone who wants to better understand how to protect what they've worked so hard to build, this is a presentation you won't want to miss.

Visitors are always welcome! Come network with some of Central Indiana's best business professionals, enjoy lunch, and hear practical insights that could make a real difference for your business. Scan the QR code to register.

Address

10325 Glenn Abbey Lane
Fishers, IN
46037

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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