Although Jim specializes on keynote presentations, multiple day workshops on money, retirement, investing and personal finance, and bringing financial education programs into the workplace, he has found time to help some special interest group.

• Presentations to kids – Jim has gone to schools to help teach kids about money ranging from grade 1 to high school.

• Private groups – Jim has delivered presentations to groups of friends, family and people. Get 10 to 20 people together to form your own customized workshop.

• Wellness retreats – Jim has worked with special organizations as part of an overall wellness retreat.

• Church groups - Jim has presented to church groups looking to help their members learn more about money and financial wellness.

• Financial advisors can hire Jim to speak to clients on any number of topics. Jim knows what it is like to be an advisor as he was one for over 12 years.

Whatever your needs are, contact us to see if we can help.  Jim is passionate about helping people and sharing his expertise with others.