Meet The Instructors

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Jim  Benedek CFP®,JD, MBA, CLU

Jim Benedek has been in the financial services industry for thirty years. He has worked for major financial institutions in the trusts and estates area. He has used his expertise in estate planning and financial planning to develop significant trust and investment management business.

He currently has his own consulting practice where he works primarily with financial advisors and helps them build their business through trust administrative services.

Jim is married to Laurie and they have two children, Philip, a college senior, and Melissa, a high school senior. Spare time is spent with his family and attending concerts in South Florida.

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