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 knowledge and confidence they need to make smart decisions.

Subjects

Developing a Retirement Income Plan
Investment Fundamentals
Estate Planning
Avoiding Tax Bombs in Retirement
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

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Jim Birks, CFP® has been a financial educator for over 28 years*. His specialty is retirement planning and related topics. His workshops are simple, concise, 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, University of Virginia, and Virginia Tech.