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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 knowledge and confidence they need to make smart decisions.


  • 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

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.




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

Cash Flow Management

Cash Flow Management

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

A Holistic Approach

A Holistic Approach

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

Find Your Perfect Fit

Thank you!