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Birks Financial Educational Workshops

We Simplify the Complicated and Inspire Smart Decisions

Retirement Planning can seem complicated and overwhelming. This can often lead to either poor decisions or no decision (avoidance). We take pride in purposefully making the process easier.

K.I.S.S. (Keep it Simple and Straightforward) - Simplicity is the key goal of our workshops. Unnecessary complexity is avoided. We strive to help attendees come away with the confidence they need to make smart decisions


Subjects

  • Developing a Retirement Income Plan
  • Investment Fundamentals
  • Estate Planning
  • Long-Term Health Care
  • Investment Management
  • Making the Most out of Social Security, Medicare and Health Insurance
  • Advanced Estate Planning
  • Housing After Age 70
  • Identity Theft, Frauds and Scams
  • Year End Tax Planning



Click here to schedule for our events

Jim Birks, CFP® 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.

 

 

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

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