Retirement Planning Basics (Targeted for New Agents)
Saving enough for a comfortable retirement is one of most people's greatest financial goals—and challenges. This session covers the basics, such as planning ahead, learning the essential tenets of investing and understanding popular retirement accounts.
Getting Retirement Ready (Targeted for Seasoned Agents)
What does the ideal retirement look like? It all depends on your needs and wants. This session discusses everything from the basic considerations for retirement to how to help protect yourself against the unexpected as you near retirement.
Planning for the Unexpected (Targeted for New Agents)
Life is full of surprises. While we may not be able to predict sudden expenses, we can prepare for them to soften their impact. This session covers ways that individuals and families can protect themselves when “life happens,” with tips on building an emergency fund, exploring insurance options and more.
Legacy and Estate Planning (Targeted for Seasoned Agents)
Life happens quickly. Making it a priority to coordinate one’s financial and estate plans can be overwhelming. This seminar can help individuals learn how to balance their goals and provide for the people and causes they care about most.
CFA, CIMA®, Institutional Consulting Director, Investing with Impact Director, Alternative Investments Director Corporate, Retirement Director
Mike’s extensive background covers multiple degrees and certifications including his B.S. in Accounting from Villanova University, his CFA and CIMA through the Wharton School of Business at the University of Pennsylvania, his AIF, and his CPA designation from Arthur Andersen & Co.
Mike has been with Graystone Consulting and predecessor firms for over 35 years. He has experience in providing investment management consulting services to not-for profit organizations, foundations, endowments, pension, profit sharing/401k plans, and high net worth individuals.
Mike served for five years as a Trustee and member of the Investment Committee of Fairfax County Teachers’ Pension Fund. He is also actively involved in his community where he served on multiple boards, local associations, and is a lifetime member of the Eagle Scout Association.
Senior Vice President, Alternative Investments Director; Financial Advisor, Senior Investment Management Consultant
Jim partners with his clients to help simplify their financial lives and maintain their desired lifestyle throughout retirement. His clients include successful professionals, small business owners, high net worth individuals, not-for-profit organizations, and foundations.
With over 30 years in the financial industry, Jim has been with Morgan Stanley and its predecessor firms since 2003. He is also a member of the firm’s Chairman’s Council. Jim holds a Bachelor’s Degree in Business Management from the University of Wyoming. He also attended Consulting Group University for advanced studies in asset management. Jim is an Eagle Scout, and has been a Scout Master for the Boy Scouts of America.
Jim and his wife Tammy have been married for 40 years. They enjoy many outdoor-related activities and trips with their children and grandchildren. Jim is also active in his church.