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Joe Whidden & Lance Alston from JWA Financial
Jim Whiddon and
Lance Alston

Financial Services Center
Faculty Members  

Jim Whiddon and Lance Alston are two highly respected Certified Financial Planners at the JWA Financial Group in Dallas, Texas.

They are also best selling authors. With continued success from the release of their 2005 book, Wealth Without Worry, Whiddon and Alston will release of a new book in October, 2008. The Investing Revolution – Taking on the Tyrants of Wall Street.

Jim has been selected as one of “Dallas’ Best Financial Planners” four years in a row and Lance three years in a row. Their firm was named a “Wealth Master” by Bloomberg Wealth Management Magazine five years running. Both are frequent speakers, writers and contributors to numerous media outlets from coast to coast.

"As caring husbands, fathers and sons, we consider it our responsibility to provide servant leadership and we're looking forward to your visit after you enroll."

Financial Center Introduction
The Financial Services Center Print

Unfortunately for far too many seniors, when push comes to shove, investments rank third or fourth when it comes to measuring the retirement  priorities of nine out of 10 Americans. 

According to AARP, investments rank below two or three other things — Social Security, home equity and pensions for the small crew that still has them. A recent study of 2,500 folks ages 45 through 64 lays out the retirement riddle for Americans.

About the same time AARP was releasing these reports, Bill Witcher and Dave Berry approached Lance and me about being on the faculty of Computer School for Seniors.

We took a virtual tour of the campus, read the mission statement and enthusiastically said… “Yes. We would very much appreciate the opportunity to help your senior students navigate the sometimes confusing issues  concerning financial  planning  and retirement.”

After you enroll, be sure to visit us in the Financial Services Center where so we may share some valuable information with you such as:

  • Financial Guidance for a Surviving Spouse
  • How much money should you pass on to your kids
  • How to hold down rising health insurance costs
  • Why you need an estate plan
  • 8 Estate Planning Strategies you should know

After you enroll, we are looking forward to sharing these plus many other financial planning articles and strategies we have collected from our weekly radio program, two books and over  30  years of combined financial planning experience.

 
 
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