James Mitchell

James Mitchell started in the financial services business in 1990 and recently joined CWA as a Financial Advisor. He graduated from The Pennsylvania State University earning his Masters degree in Education after leaving the Navy. Currently, he holds his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations through the American College. Jim is very involved with the Jaffa Shrine, Zembo Shrine, Dauphin County Tax Group, Central Pennsylvania Estate Planning Council and various civic organizations. He is passionate about creating retirement solutions so that his clients can retire with the same lifestyle they had prior to retirement.

How Charitable Giving can be a Powerful Estate Planning Vehicle

Approximately 70% of Americans make charitable contributions during the year.  Most of the contributions are done in the month of December.  Often the contributions are...

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