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James R. Schaffer, Jr.
Founder/CEO
Jim began his career in investment banking and venture capital after getting his MBA in finance in 1983. He has worked in the investment and advisory business since then and began his own firm which is now Comprehensive Planners, Inc. in 1991. Since then he has established himself as a leader in his industry. His firm provides financial and estate planning services to high net worth individuals as well as retirement planning services to both public and private corporations. Jim consistently earns the industries' top honors and is recognized by his peers as a member of the Resource Group. Jim Graduated from The University of Michigan, and holds his MBA from The Weatherhead School of Business, Case Western Reserve University.
Jim is dedicated to enhancing the knowledge and use of financial information to help our youth learn to make better economic decisions in their lives. Taking patented his program to community colleges, charter schools, city schools, retail markets and community based programs; this proprietary technology will tackle the financial literacy problems around the world.
Jim created Next Generation Education™ as a result of what he hears from retirees every day "I wish I knew then what I know now" in regards to the importance of saving and learning about financial areas that affect their financial independence. His unique ability to combine a fun learning environment with significant corporate involvement is the key to success. "Kids of today have an entirely different learning methodology than I did, or my parents did, due mainly to technological changes and due to sociological changes in how families deal with money" says Jim when pressed on his insight into why his game has such potential when compared to other financial organizations' attempts at enhancing financial learning. He continues "Most financial youth literacy programs are introduced without fun or passion via community based programs that have no incentives for the participants. By creating a competitive and realistic learning environment I am confident that our program will be wildly successful."
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