Tom is passionate about advancing his knowledge and has accumulated extensive credentials and designations in his field. He also has what may be the most diverse experience in the financial management industry today. After earning a bachelor’s degree in business from Skidmore College in Saratoga Springs, New York, Tom received his certification in portfolio management from the renowned University of Chicago Graduate School of Business.

Teaching financial counseling at the graduate level for the American College and guest lecturing at Purdue University’s Krannert Graduate School of Business provided Tom with the impetus to develop one-on-one educational workshops for clients. His resulting Investor Education Program focuses on financial planning and investment management and has become Tom’s trademark in his field. Traveling to Kuwait five times in an 18-month period to teach modern portfolio theory and investment management techniques to some of Shearson Lehman Brothers’ clients in that part of the world further enhanced Tom’s interest and understanding of the global market. This led him to spend the next five years researching and testing methods to reduce risk by blending domestic and international securities. The result was his Global Portfolio Management Program, launched in January 1994.

The author of several white papers and professional journal articles, Tom has written Never Too Old to Rock and Roll: Life After 50—The Best Years Yet. This timely and informative book on how the “rock and roll generation” will redefine the retirement process is now available at www.NeverTooOld.com. Tom lives in Zionsville, Indiana, with his wife Kim.

About the Book and Tom’s workshop

Back in the 1960s, the rock and roll generation led a cultural revolution—and we’re about to do it again. We’ll upend stereotypes on aging and create a whole new paradigm for life after 50. What makes our generation so different from the rest?

• We believe the best is yet to come. Unlike the previous generation, whose memories of the Great Depression and World War II left them worried about the future, we’ve always been creative, optimistic, unafraid of change, and young at heart.
• We’re the rock and roll generation—always have been, always will be. When we’re 100 years old, we’ll still be the rock and roll generation! We’ll never consider ourselves “seniors,” no matter how old we get.
• We’ll attack our 50s, 60s, and 70s much differently than our parents did. Thanks to advancements in technology, medicine, nutrition, and other key areas, we feel younger physically and mentally, and we won’t slow down anytime soon.
• We’re living a lifestyle we love and we don’t want it to end. Rather than “retiring” to inactivity, we feel like kids out of high school—every choice, career, and opportunity is ours for the taking, and this time we have wisdom, insight, intuition, and money!
• Attaining financial freedom is more important than ever. With so much to look forward to, we don’t want to run out of money before we run out of time.

If you believe that getting older means struggling to live within your means, falling apart at the seams, and giving up on your dreams, this is not the book for you. But if you want to make life after 50 your best years yet—if you’re looking for new ideas, new concepts, and new adventures—then get ready to rock and roll! This book will change the way America looks at aging, now and forever.