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Learn how to minimize the threat of financial loss due to chronic health conditions, unnecessary stock market risk and taxation with a retired educators specialist.

In this webinar, you will learn about:
- Medicare & health insurance coverage
- Developing a long-term health care plan
- Proper balance of risk in your investment portfolio
- How to minimize taxation for you and your heirs
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Certified Financial Fiduciary
Raised primarily in Kentucky, Jim graduated from the University of Louisville with a Bachelor of Science degree in Business Administration. After 20 years in the corporate world focusing on Risk Management, Jim entered the insurance and financial services industry in 2003, where he has been an endorsed insurance agent and Financial Advisor/Retirement Planning Specialist for active and retired educators from several states. The business climate change to working with individuals to reach their hard-earned goals has been one of the most rewarding attributes that contributes to his passion about this field. He has spent the past 19 years utilizing various insurance products to provide financial security for his clients with risk-free investments, estate preservation tools & health insurance products for strategic protection from acute and chronic health conditions. Jim is excited to be working with FREA members in his role with Florida Retirement Group and is passionate about helping his clients achieve their retirement goals. In recent years, Jim attained his designation as a Certified Financial Fiduciary. In this capacity, Jim is required to exemplify the highest standards of morals, ethics and fiduciary standards of service with his clients.

Jim is thrilled to have relocated to the Panhandle to join his two Florida resident children, one of which whom is a current Florida educator in the Walton County school district. He is an exceptionally proud grandfather of four grandchildren and loves to spend time with them as often as possible. Jim also is an avid golfer, active in many outdoor activities and is a die-hard college sports enthusiast.
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