Most of Jim's presentations are private to the organizations that hire him. However, here are some events that are available to the public:

University of Alberta Alumni Retirement Workshops

These one day workshops are packed with information designed to walk you through the process of retirement planning from beginning to end. This is not your typical retirement workshop as Jim presents a refreshing and enlightening perspective about how to make retirement the best years of your life.

In this workshop, you will learn:

• The key to a happy and successful retirement
• What a retirement plan should look like
• When is the best time to retire
• Why you may not need millions and millions of dollars to retire happy
• The importance of understanding your spending
• About the three phases of retirement
• How to get multiple paycheques in retirement
• How much is enough for retirement
• About the proper use of RRSPs in retirement
• How to control risk in your portfolio so you control when you can retire
• How investing for retirement is different than investing in retirement
• Protecting your estate and maintain family harmony
• The role of insurance in retirement and whether you need insurance in retirement
• And much more

Upcoming dates:

• Saturday, April 10 in Calgary
• Saturday, April 17 in Edmonton

To register contact the University of Alberta Alumni. Call (780) 492-3224 or e-mail This e-mail address is being protected from spambots. You need JavaScript enabled to view it .  For more information on the U of A wesbite click here

Wills and Estate Planning

In conjunction with my friends at Strategic Financial, Guest speaker, Doris Bonora, LL.B. from Law firm Reynolds Mirth Richards & Farmer will discuss:

• Wills and Trusts
• Power of Attorney
• Estate Planning Check-Up
• Personal Health Care Directives
• Elder Care Issues

Telephone: (780) 488-2644 or Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it