Educational Workshops

Smart financial decisions start with sound financial knowledge.



Developing a Retirement PlanImage result for seniors in classroom

Investment Fundamentals

Estate Planning

Long-Term Health Care

Planning for Your Retirement Income

Investment Management

Making the Most out of Social Security, Medicare and Health Insurance

Advanced Estate Planning

Making the Handoff to Your Heirs

How to Be Financially Independent from your Adult Children

Housing After Age 70

Identity Theft, Frauds and Scams

Year End Tax Planning


Jim has been an financial educator for over 20 years*. His specialty is retirement planning and related topics. His workshops are simple, consise, and fun. As a result, attendees regularly comment that the workshops are very worthwhile.


*He has taught personal finance for Montgomery County Public Schools Adult Education, Arlington County Public Schools Adult Education, Fairfax County Public Schools Adult Education, Universisty of Virginia, and Virginia Tech.










                                              Montgomery County Public Schools