Presentations and Workshops:
My presentations are geared to
financial professionals interested in realistic retirement solutions for their
clients.
Click here for the complete speaker package.
List
of Past and Upcoming Presentations:
November 25, 2010 - Vancouver, BC - Certified General Accountants (Full Day)
November 10, 2009 - Calgary, Canada - Institute of Chartered Accountants of Alberta (Full Day)
November 9, 2009 - Edmonton, Canada - Institute of Chartered Accountants of Alberta (Full Day)
October
29, 2010 – Baltimore, MD, MACPA
September 24, 2010 – Banff, AB, Canada - Institute of Advanced Financial Planning
August
18-19, 2010 – Toronto, Canada - Canadian Securities Institute, Canada-China
Advanced Program
August
10, 2010 – Philadelphia, PA – Allianz
June 21, 2010 – Vancouver, BC - Institute of Chartered Accountants of B.C. (Full Day)
June
10, 2010 – Montreal, Canada - Standard Life
May
28, 2010 – Toronto, Canada - Canadian Securities Institute, Canada-China
Advanced Program
May
5, 2010 – Flint & Troy, MI – Allianz
April
21 – Las Vegas, NV – Lincoln Financial (The Resource Group)
March
23, 2010 – Chicago, CA – Retirement Income Industry Association
March 3, 2010 - Toronto, ON - Metro Toronto Library
February
11, 2010 – Newport Beach, CA - Allianz
February
10, 2010 – Pasadena, CA - Allianz
February
10, 2010 – Woodland Hills, CA - Allianz
February
9, 2010 – Roseville, CA - Allianz
February
9, 2010 – San Mateo, CA - Allianz
January 18, 2010 - Orlando, FL - AICPA
December 9-10, 2009 - Phoenix, AZ - Allianz
December 8, 2009 - Salt Lake City, UT - Allianz
December 7, 2009 - Seattle, WA - Allianz
November 2, 2009 - Seattle, WA - MTA Seattle Chapter
December 1, 2009 - Vancouver, BC - Certified General Accountants (Full Day)
November 17, 2009 - Edmonton, Canada - Institute of Chartered Accountants of Alberta (Full Day)
November 16, 2009 - Edmonton, Canada - Institute of Chartered Accountants of Alberta (Full Day)
November 12, 2009 - Uncasville, CT - Allianz
November 9, 2009 - Vancouver, BC - Institute of Chartered Accountants of B.C. (Full Day)
November 5, 2009 - Birmingham, AL - Allianz
November 4, 2009 - Troy, MI - Allianz
November 3, 2009 - Northbrook and Oak Brook, IL - Allianz
October 30, 2009 - Hershey, PA - PA Bankers
October 29, 2009 - King of Prussia and Harrisburg, PA - Allianz
October 28, 2009 - Red Bank, NJ and Philadelphia, PA- Allianz
October 27, 2009 - NYC and Melville, NY - Allianz
October 26, 2009 - Parsippany, NJ - Allianz
October 20, 2009 - Ingersoll, ON - Financial Horizons
October 16, 2009 - Vancouver, BC - Raymond James
October 13, 2009 - Cleveland, OH - Allianz
October 7, 2009 - Birmingham, AL - Ohio National
October 6, 2009 - Atlanta, GA - Ohio National
August 14, 2009 - Toronto, Canada - Canadian Securities Institute, Canada-China Advanced Program of Brokerage Business & Wealth Management (Full Day) Feedback
June 15, 2009 - Vancouver, BC - Institute of Chartered Accountants of B.C. (Full Day) Feedback
June 5, 2009 - Calgary, Alberta - Institute of Chartered Accountants of Alberta (Full Day)
June 4, 2009 - Edmonton, Canada - Institute of Chartered Accountants of Alberta (Full Day)
March 26-26, 2009 - Buffalo, Rochester, NY - Allianz
January 23, 2009 - Atlanta, GA - Integrated Financial Group
December 3, 2008 - New York, NY - MetLife
November 18, 2008 - Calgary, Canada - Institute of Chartered Accountants of Alberta (Full Day)
November 17, 2008 - Edmonton, Canada - Institute of Chartered Accountants of Alberta (Full Day)
November 14, 2008 - Richmond, VA - MetLife
November 13, 2008 - Pittsburgh, PA - MetLife
November 11, 2008 - Louisville, KY - MetLife
November 7, 2008 - Tulsa, OK - Allianz
November 6, 2008 - New Orleans, LA - Allianz
November 5, 2008 - Austin and San Antonio, TX - Allianz
October 29th, 2008 - Kelowna, BC - Institute of Chartered Accountants of B.C. (Full Day)
October 28, 2008 - Vancouver, BC - Institute of Chartered Accountants of B.C. (Full Day)
October 27, 2008 - Vancouver, BC - Great West Life
October 23, 2008 - Atlantic City, NJ - MetLife
October 21, 2008 - Phoenix, AZ - Pacific Life
October 17, 2008 - Bay Harbor, MI - MetLife
October 15, 2008 - Dallas, TX - Allianz
October 14, 2008 - Houston, TX - Allianz
October 10, 2008 - Boston, MA - MetLife
October 8, 2008 - Little Rock, AR - Allianz
October 7, 2008 - St. Louis, MO - Allianz
October 3, 2008 - Vancouver, BC - London Life
September 26, 2008 - Kansas City, MO - Allianz
September 25, 2008 - Colorado Springs, CO - Allianz
September 24, 2008 - Denver, CO - Allianz
September 23, 2008 - Oklahoma City, OK - Allianz
September 19, 2008 - New Orleans, LA - MetLife
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Retirement Planning Strategies for Lifetime Income August 17-21, 2008 |
Banff School Advocis - The Financial Advisors Association of Canada Banff, AB, Canada |
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Retirement Planning Strategies for Lifetime Income August 15, 2008 |
Pacific Life Newport Beach, CA, USA |
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Conversion of Wealth to Income |
Canadian Securities Institute Toronto, Canada |
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Retirement Planning Strategies for Lifetime Income |
MetLife Buffalo, Rochester and E. Syracuse, NY, USA |
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Retirement Planning Strategies for Lifetime Income July 18, 2008 |
Pacific Life Newport Beach, CA, USA |
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Conversion of Wealth to Income |
Canadian Securities Institute Toronto, Canada |
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Retirement Planning Strategies for Lifetime Income June 27, 2008 |
Pacific Life Newport Beach, CA, USA |
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Conversion of Wealth to Income |
Canadian Securities Institute Toronto, Canada |
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Unveiling the Retirement Myth - Full Day Workshop June 16, 2008 Feedback |
Institute of Chartered Accountants of B.C. Vancouver, Canada |
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Retirement Planning Strategies for Lifetime Income |
Phoenix Annuities Sacramento and Berkeley, CA, USA |
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Retirement Planning Strategies for Lifetime Income |
Transamerica Capital Del Mar, CA, USA |
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Retirement Planning Strategies for Lifetime Income |
MetLife Cleveland, OH, USA |
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Retirement Planning Strategies for Lifetime Income |
MetLife Pittsburgh, PA, USA |
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Unveiling the Retirement Myth - Half Day Workshop May 22, 2008 |
CGA Professional Development Seminars Vancouver, BC, Canada |
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Retirement Planning Strategies for Lifetime Income May 20, 2008 |
FPA, Miami Dade Chapter 3rd Annual Conference Miami, FL, USA |
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Retirement Planning Strategies for Lifetime Income May 16, 2008 |
Pacific Life Newport Beach, CA, USA |
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Retirement Planning Strategies for Lifetime Income May 15, 2008 |
1st Global Dallas, TX, USA |
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Retirement Planning Strategies for Lifetime Income |
MetLife King of Prussia, PA, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Hartford, CT, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Tarrytown, NY, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Melville, NY, USA |
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Retirement Planning Strategies for Lifetime Income |
MetLife Buffalo and Rochester, NY, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Rochester, NY, USA |
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Retirement Planning Strategies for Lifetime Income |
MetLife Las Vegas, NV, USA |
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Retirement Planning Strategies for Lifetime Income |
MetLife Atlanta, GA, USA |
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The Luck Factor in Retirement Planning |
Scarborough Retirement Counsel Toronto, Canada |
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Retirement Planning Strategies for Lifetime Income |
Allianz Troy, MI, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Foxboro, MA, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Pittsburgh, PA, USA |
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Retirement Planning Strategies for Lifetime Income |
MetLife Birmingham, AL, USA |
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Retirement Planning Strategies for Lifetime Income |
Transamerica Tampa, FL, USA |
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Retirement Planning Strategies for Lifetime Income |
MetLife Memphis, TN, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Charlotte, NC, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Atlanta, GA, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Orlando, FL, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Jacksonville, FL, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz Tampa, FL, USA |
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Retirement Planning Strategies for Lifetime Income |
Allianz, Fort Lauderdale, FL, USA |
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Retirement Planning Strategies for Lifetime Income |
Transamerica Capital Sacramento, CA, USA |
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Retirement Planning Strategies for Lifetime Income |
Transamerica Capital San Francisco, CA, USA |
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Retirement Planning Strategies for Lifetime Income |
MetLife Atlanta, GA, USA |
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Unveiling the Retirement Myth - Workshop January 15, 2008 Feedback |
Arizona Institute, Society of Financial Service Professionals, Phoenix, Arizona, USA |
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Unveiling the Retirement Myth - Full Day Workshop November 23, 2007 |
Institute of Chartered Accountants of B.C. Victoria, Canada |
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Unveiling the Retirement Myth - Full Day Workshop November 22, 2007 Feedback |
Institute of Chartered Accountants of B.C. Vancouver, Canada |
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Unveiling the Retirement Myth - 1/2 day Workshop November 20, 2007 |
Institute of Chartered Accountants of Alberta Calgary, Canada |
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Unveiling the Retirement Myth - 1/2 day workshop November 19, 2007 |
Institute of Chartered Accountants of Alberta Edmonton, Canada |
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Lifelong Income Planning based on Market History October 29, 2007 |
Charles Schwab & Co., Inc. IMPACT 2007 Las Vegas, Nevada, USA |
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Strategies for Lifelong Income October 18, 2007 |
Advocis, Kitchener Chapter, Education Seminars Kitchener, Ontario, Canada |
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Strategies for Lifelong Income October 10, 2007 |
John Hancock Annuities, Education Seminars St. Augustine, Florida, USA |
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Retirement Planning Strategies for Lifetime Income September 28, 2007 |
Pacific Life Financial Education Seminars Laguna Beach, California, USA |
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Retirement Income Planning - Beyond the Basics August 4, 2007 |
Garrett Planning Network, 7th Annual Retreat, Kansas City, MO, USA |
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Advanced Retirement Planning for Lifelong Income July 26, 2007 |
Prudential Annuities, Smith Barney Business Building Meeting, Orlando, Florida, USA, |
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Advanced Retirement Planning Strategies for Lifelong Income June 14, 2007 |
ING Wealth Management, Retirement Income Planning Symposium, Richmond Hill, Ontario, Canada, |
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Don't Sell Dreams - Prevent
Nightmares |
Million Dollar Round Table, Focus Session Denver, Colorado, USA |
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Unveiling the Retirement Myth June 7, 2007 |
CGA Professional Development Seminars Vancouver, BC, Canada |
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How Much is Enough? How to Enhance Performance? June 1, 2007 |
Canadian Association of Pre-Retirement Planners Campbellville, Ontario, Canada |
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Asset Allocation Strategies for Distribution Portfolios based on Time Value of Fluctuations May 14, 2007 |
Investment Management Consultants Association (IMCA) Canadian Consultants Conference Toronto, Canada |
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Understanding the Retirement Options for Lifelong Income for Boomers based on Market History May 10, 2007 |
Strategy Institute Toronto, Canada |
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Advanced Retirement Planning based on Market History: What works and what does not work? May 7, 2007 |
CALU, 16th Annual Meeting Ottawa, Canada |
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Retirement Planning Strategies for Lifelong Income
based on Market History
May 4, 2007 |
Main Street Securities Educational Symposium Denver, Colorado, USA |
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Unveiling the Retirement Myth - WORKSHOP May 2, 2007 |
Tolleson Wealth Management Dallas, Texas, USA |
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Lifelong Income for Your Clients - WORKSHOP April 19-20, 2007 |
Society of Financial Service Professionals, Central Illinois Chapter Allerton Park, Illinois, USA |
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Retirement Planning Strategies for Lifelong Income March 3, 2007 |
John Hancock, 2007 Manager's Forum Destin, Florida, USA |
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Unveiling the Retirement Myth - WORKSHOP February 19, 2007 |
Institute of Chartered Accountants of B.C. Vancouver, Canada |
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Creating Lifelong Income during Retirement February 10, 2007 |
John Hancock, 2007 Leaders Forum Laguna Beach, California, USA |
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Creating Lifelong Income during Retirement February 8th and 9th, 2007 |
John Hancock, 2007 Leaders Forum Orlando, Florida, USA |
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Unveiling the Retirement Myth - WORKSHOP January 23, 2007 Feedback |
Institute of Chartered Accountants of Alberta Edmonton, Canada |
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Unveiling the Retirement Myth - WORKSHOP January 22 , 2007 Feedback |
Institute of Chartered Accountants of Alberta Calgary, Canada |
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Retirement Planning Strategies for Lifetime Income January 11, 2007 |
John Hancock , National Sales Conference Boston, Massachusetts, USA |
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Great Expectations: Real Issues in Retirement Planning January 3 , 2007 |
Popular Investments, National Sales Conference Chicago, Illinois, USA |
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Retirement
Planning Strategies for Lifelong Income based on Market History November 8th, 2006 |
1st Global Capital Corp Las Vegas, Nevada, USA |
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Time Value of Fluctuations - Creating Lifelong Income during Retirement November 2, 2006 |
Investment Management Consultants Association (IMCA), 2006 Advanced Wealth Management Conference, Washington, D.C. , USA |
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Advanced Retirement Planning based on Market History - WORKSHOP October 21, 2006 |
Financial Planning Association (FPA) Annual Convention & Exposition - 2006 Nashville, Tennessee, USA |
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October 17, 2006 Feedback |
Society of Financial Service Professionals, Forum 2006 Palm Springs, California, USA |
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Time Value of Fluctuations and Retirement Planning September 15, 2006 |
John Hancock, 2006 Manager's Forum Boston, Massachusetts, USA |
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Retirement
Planning Strategies for Lifelong Income based on Market History WORKSHOP August 20, 2006 |
Advocis - The Financial Advisors Association of Canada 2006 Banff School Banff, Alberta, Canada |
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Retirement Planning Strategies for Lifelong Income June 27, 2006 |
The Asset Planning Group Toronto, Canada |
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Unveiling the Retirement Myth - WORKSHOP June 8, 2006 Feedback |
Institute of Chartered Accountants of British Columbia Vancouver , Canada |
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Retirement Planning Strategies for Lifelong Income May 8, 2006 |
CALU, 15th Annual Meeting Ottawa, Canada |
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February 9, 2006 |
York University Retirement Planning Centre Toronto, Canada |
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Unveiling the Retirement Myth January 25, 2006 |
Society of Financial Services Professionals South Florida Financial Symposium 2006 West Palm Beach, Florida, USA |
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Outlook 2006 January 9, 2006 |
PIP Financial Markham, Ontario, Canada |
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Unveiling the Retirement Myth November 30, 2005 |
Portfolio Analysts Inc. Calgary, Canada |
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Unveiling the Retirement Myth - WORKSHOP November 28 - 29, 2005 Feedback |
Institute of Chartered Accountants of Alberta Calgary & Edmonton, Canada |
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Retirement Planning Strategies for Lifelong Income October 27, 2005 |
ManuLife Financial - RAMS Victoria, Canada |
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Unveiling the Retirement Myth - WORKSHOP October 25-26, 2005 Feedback |
Institute of Chartered Accountants of British Columbia Victoria & Vancouver, Canada |
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Planning for Life-Long Distribution September 18, 2005 Feedback |
Financial Planning Association (FPA) Annual Convention &
Exposition - 2005 |
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Retirement Planning Strategies for Lifelong Income September 15, 2005 |
Advocis - The Financial Advisors Association of Canada - Ottawa Chapter Ottawa, Canada |
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Unveiling the Myth of Retirement June 23, 2005 |
Advocis - The Financial Advisors Association of Canada - Toronto Chapter Toronto, Canada |
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Retirement Planning Strategies for Lifelong Income June 20 and June 23, 2005 |
ManuLife Financial - RAMS London & King City, Ontario, Canada |
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Unveiling the Retirement Myth - WORKSHOP June 13, 2005 |
Institute of Chartered Accountants of Nova Scotia Dartmouth, Nova Scotia, Canada |
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Unveiling the Retirement Myth - WORKSHOP June 7, 2005 Feedback |
Institute of Chartered Accountants of Alberta Calgary, Alberta |
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Your Retirement Plan: How much is enough? May 26, 2005 |
Avenue Investments Toronto, Canada |
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Lifelong Income for Your Clients April 26, 2005 |
Credential Group 6th Annual PD Conference Hamilton, Ontario, Canada |
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Lifelong Income for Your Clients - WORKSHOP April 22, 2005 Feedback |
Society of Financial Service Professionals, Central Illinois Chapter Allerton Park, Illinois, USA |
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Unveiling the Retirement Myth - WORKSHOP November 29-30, 2004 Feedback |
Institute of Chartered Accountants of Alberta Calgary & Edmonton, Alberta |
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Lifelong Income for Your Clients October 15-16, 2004 Feedback |
Society of Financial Service Professionals Tampa, Florida, USA |
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Mathematics of Retirement October 2, 2004 |
Canadian Association of Pre-Retirement Planners Niagara Falls, Canada |
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Mathematics of Retirement March 11, 2004 |
York University Toronto, Canada |
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Mathematics of Retirement and The Perfect Mix January 21, 2004 |
Society of Financial Service Professionals Audio/Webcast - U.S.A. |
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Mathematics of Retirement October 26, 2003 |
Institute of Advanced Financial Planners 1st Annual Symposium Toronto, Canada |
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Mathematics of Retirement, How to Achieve the Perfect Mix October 17, 2003 |
Advocis - The Financial Advisors Association of Canada Kingston, Ontario, Canada |
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Mathematics of Retirement October 9, 2003 |
Manulife RAMS Conference Kananaskis, Alberta, Canada |
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Redoing the Assumptions in Retirement Planning June 16-17, 2003 |
STEP (Society of Trust and Estate Practitioners), 5th National Conference Toronto, Canada |
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Mathematics of Retirement May 14, 2003 |
PIP Financial |
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Retirement Options May 9, 2003 Feedback |
Canadian Association of Pre-Retirement Planners Burlington, Ontario, Canada |
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Retirement Choices Based on Market History October 19-20, 2002 |
Canadian MoneySaver Investment Conferences Ottawa & Kingston, Canada |
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Sustainable Withdrawal Rates September 18-19, 2002 |
Equinox Financial Toronto & London, Canada |
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FingerPrinting: Selecting Mutual Funds June 27, 2002 |
Canadian MoneySaver Investment Conferences On Board STAR PRINCESS |
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Sustainable Withdrawal Rates June 23, 2002 |
Canadian MoneySaver Investment Conferences On Board STAR PRINCESS |
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Sustainable Withdrawal Rates May 7, 2002 |
Phillips, Hager & North Toronto, Canada |
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Sustainable Withdrawal Rates March 7, 2002 |
Equinox Financial Toronto, Canada |
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FingerPrinting: Selecting Mutual Funds November 30, 2001 |
Canadian MoneySaver Investment Conferences Scottsdale, Arizona, USA |
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Retirement Strategies November 28, 2001 |
Canadian MoneySaver Investment Conferences Scottsdale, Arizona. USA |
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How Much Capital is Enough for Your Retirement October 27-28, 2001 |
Canadian MoneySaver Investment Conferences Burlington & North York, Ontario, Canada |
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FingerPrinting: Selecting and Monitoring Investment Funds February 15, 2001 |
Canadian Society of Technical Analysts Toronto, Canada |
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FingerPrinting: Selecting Mutual Funds February 4, 2001 |
Financial Forum Calgary, Canada |
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FingerPrinting: Selecting Mutual Funds February 3, 2001 |
Canadian MoneySaver Investment Conferences Calgary, Calgary |
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FingerPrinting: Selecting Mutual Funds October , 2000 |
Canadian MoneySaver Investment Conferences Windsor & London, Ontario, Canada |
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How to Invest in Dividend Reinvestment Plans November 24, 1999 |
Investment Learning Centre Toronto, Canada |
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Mutual Fund Update – A Primer on Top Performers October 23-24, 1999 |
Canadian MoneySaver Investment Conferences Kitchener & St. Catharines, Ontario, Canada |
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Mutual Fund Update – A Primer on Top Performers September 25-26, 1999 |
Canadian MoneySaver Investment Conferences Orillia & Peterborough, Ontario, Canada |
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A Primer on Dividend Reinvestment Plans January 30th, 1998 |
Financial Forum Toronto, Canada |
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Dividend Reinvestment Plans – A Compendium March 13, 1997 |
Canadian Corporate Shareholder Services Association Toronto, Canada |