Retirement Planning Strategies for Lifetime Income

January 23, 2009  

Integrated Financial Group

Atlanta, GA, USA

Unveiling the Retirement Myth - Full day Workshop

November 18, 2008 

Institute of Chartered Accountants of Alberta

Calgary, Canada

Unveiling the Retirement Myth - Full day workshop

November 17, 2008 

Institute of Chartered Accountants of Alberta

Edmonton, Canada

Unveiling the Retirement Myth - Full Day Workshop

October 29th, 2008

Institute of Chartered Accountants of B.C.

Victoria or Kelowna, Canada

Unveiling the Retirement Myth - Full Day Workshop

October 28, 2008

Institute of Chartered Accountants of B.C.

Vancouver, Canada

Retirement Planning Strategies for Lifetime Income

October 27, 2008  

Great West Life

Vancouver, BC, Canada

MetLife

Atlantic City, NJ, USA

MetLife

Bay Harbour, Michigan, USA

Retirement Planning Strategies for Lifetime Income

October 3, 2008

London Life

Vancouver, BC, Canada

Allianz

Kansas City, MO, USA

Allianz

Colorado Springs, CO, USA

Allianz

Denver, CO, USA

Allianz

Oklahoma City, OK, USA

MetLife

New Orleans, LA, USA

Retirement Planning Strategies for Lifetime Income

August 17-21, 2008

Banff School

Advocis - The Financial Advisors Association of Canada

Banff, AB, Canada

Retirement Planning Strategies for Lifetime Income

August 15, 2008  

Pacific Life

Newport Beach, CA, USA

Canadian Securities Institute

Toronto, Canada

MetLife

Buffalo, Rochester and E. Syracuse, NY, USA

Retirement Planning Strategies for Lifetime Income

July 18, 2008  

Pacific Life

Newport Beach, CA, USA

Canadian Securities Institute

Toronto, Canada

Retirement Planning Strategies for Lifetime Income

June 27, 2008  

Pacific Life

Newport Beach, CA, USA

Canadian Securities Institute

Toronto, Canada

Unveiling the Retirement Myth - Full Day Workshop

June 16, 2008 Read the Feedback

Institute of Chartered Accountants of B.C.

Vancouver, Canada

Phoenix Annuities

Sacramento and Berkeley, CA, USA

Transamerica Capital

Del Mar, CA, USA

MetLife

Cleveland, OH, USA

MetLife

Pittsburgh, PA, USA

Unveiling the Retirement Myth - Half Day Workshop

May 22, 2008  

CGA Professional Development Seminars

Vancouver, BC, Canada

Retirement Planning Strategies for Lifetime Income

May 20, 2008  

FPA, Miami Dade Chapter

3rd Annual Conference

Miami, FL, USA

Retirement Planning Strategies for Lifetime Income

May 16, 2008  

Pacific Life

Newport Beach, CA, USA

Retirement Planning Strategies for Lifetime Income

May 15, 2008  

1st Global

Dallas, TX, USA

MetLife

King of Prussia, PA, USA

Allianz

Hartford, CT, USA

Allianz

Tarrytown, NY, USA

Allianz

Melville, NY, USA

MetLife

Buffalo and Rochester, NY, USA

Allianz

Rochester, NY, USA

MetLife

Las Vegas, NV, USA

MetLife

Atlanta, GA, USA

Scarborough Retirement Counsel

Toronto, Canada

Allianz

Troy, MI, USA

Allianz

Foxboro, MA, USA

Allianz

Pittsburgh, PA, USA

MetLife

Birmingham, AL, USA

Transamerica

Tampa, FL, USA

MetLife

Memphis, TN, USA

Allianz

Charlotte, NC, USA

Allianz

Atlanta, GA, USA

Allianz

Orlando, FL, USA

Allianz

Jacksonville, FL, USA

Allianz

Tampa, FL, USA

Allianz,

Fort Lauderdale, FL, USA

Transamerica Capital

Sacramento, CA, USA

Transamerica Capital

San Francisco, CA, USA

MetLife

Atlanta, GA, USA

Unveiling the Retirement Myth - Workshop

January 15, 2008 Feedback

Arizona Institute, 

Society of Financial Service Professionals, Phoenix, Arizona, USA

Unveiling the Retirement Myth - Full Day Workshop

November 23, 2007

Institute of Chartered Accountants of B.C.

Victoria, Canada

Unveiling the Retirement Myth - Full Day Workshop

November 22, 2007 Feedback

Institute of Chartered Accountants of B.C.

Vancouver, Canada

Unveiling the Retirement Myth - 1/2 day Workshop

November 20, 2007 

Institute of Chartered Accountants of Alberta

Calgary, Canada

Unveiling the Retirement Myth - 1/2 day workshop

November 19, 2007 

Institute of Chartered Accountants of Alberta

Edmonton, Canada

Lifelong Income Planning based on Market History

October 29, 2007

Charles Schwab & Co., Inc.

IMPACT 2007

Las Vegas, Nevada, USA

Strategies for Lifelong Income

October 18, 2007

Advocis, Kitchener Chapter, 

Education Seminars 

Kitchener, Ontario, Canada

Strategies for Lifelong Income

October 10, 2007

John Hancock Annuities, 

Education Seminars 

St. Augustine, Florida, USA

Retirement Planning Strategies for Lifetime Income

September 28, 2007

Pacific Life  

Financial Education Seminars

Laguna Beach, California, USA

Retirement Income Planning - Beyond the Basics

August 4, 2007

 Garrett Planning Network, 

 7th Annual Retreat, Kansas City, MO, USA

Advanced Retirement Planning for Lifelong Income

July 26, 2007

 Prudential Annuities, 

 Smith Barney Business Building Meeting,

 Orlando, Florida, USA,

Advanced Retirement Planning Strategies for Lifelong Income

June 14, 2007

 ING Wealth Management, Retirement

 Income Planning Symposium,

 Richmond Hill, Ontario, Canada,

 Don't Sell Dreams - Prevent Nightmares
 June 12, 2007 Feedback

Million Dollar Round Table, Focus Session

Denver, Colorado, USA

Unveiling the Retirement Myth

June 7, 2007

CGA Professional Development Seminars

Vancouver, BC, Canada

How Much is Enough? How to Enhance Performance?

June 1, 2007 

Canadian Association of Pre-Retirement Planners

Campbellville, Ontario, Canada

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

Understanding the Retirement Options for Lifelong Income for Boomers based on Market History

May 10, 2007

Strategy Institute

Toronto, Canada

Advanced Retirement Planning based on Market History: What works and what does not work?

May 7, 2007 

CALU, 16th Annual Meeting

Ottawa, Canada

May 4, 2007   

Main Street Securities Educational Symposium

Denver, Colorado, USA

May 2, 2007   

Tolleson Wealth Management

Dallas, Texas, USA

Lifelong  Income for Your Clients - WORKSHOP

April 19-20, 2007

Society of Financial Service Professionals, Central Illinois Chapter

Allerton Park, Illinois, USA

Retirement Planning Strategies for Lifelong Income

March 3, 2007 

John Hancock, 2007 Manager's Forum

Destin, Florida, USA

Unveiling the Retirement Myth - WORKSHOP

February 19, 2007   

Institute of Chartered Accountants of B.C.

Vancouver, Canada

Creating Lifelong Income during Retirement

February 10, 2007 

John Hancock, 2007 Leaders Forum

Laguna Beach, California, USA

Creating Lifelong Income during Retirement

February 8th and 9th, 2007 

John Hancock, 2007 Leaders Forum

Orlando, Florida, USA

Unveiling the Retirement Myth - WORKSHOP

January 23, 2007    Feedback

Institute of Chartered Accountants of Alberta

Edmonton, Canada

Unveiling the Retirement Myth - WORKSHOP

January 22 , 2007    Feedback

Institute of Chartered Accountants of Alberta

Calgary, Canada

Retirement Planning Strategies for Lifetime Income

January 11, 2007

John Hancock , National Sales Conference

Boston, Massachusetts, USA

Great Expectations: Real Issues in Retirement Planning

January 3 , 2007

Popular Investments, National Sales Conference

Chicago, Illinois, USA

November 8th, 2006 

1st Global Capital Corp

Las Vegas, Nevada, USA

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

Advanced Retirement Planning based on Market History - WORKSHOP

October 21, 2006

Financial Planning Association (FPA)

Annual Convention & Exposition - 2006

Nashville, Tennessee, USA

Unveiling the Retirement Myth

October 17, 2006   Feedback

Society of Financial Service Professionals, Forum 2006

Palm Springs, California, USA

Time Value of Fluctuations and Retirement Planning

September 15, 2006

John Hancock, 2006 Manager's Forum

Boston, Massachusetts, USA

WORKSHOP

August 20, 2006   

Advocis - The Financial Advisors Association of Canada

2006 Banff School  

Banff, Alberta, Canada

Retirement Planning Strategies for Lifelong Income

June 27, 2006 

The Asset Planning Group

Toronto, Canada

Unveiling the Retirement Myth - WORKSHOP

June 8, 2006 Feedback

Institute of Chartered Accountants of British Columbia

Vancouver , Canada

Retirement Planning Strategies for Lifelong Income

May 8, 2006

CALU, 15th Annual Meeting

Ottawa, Canada

Unveiling the Retirement Myth

February 9, 2006

York University

Retirement Planning Centre

Toronto, Canada

Unveiling the Retirement Myth

January 25, 2006

Society of Financial Services Professionals

South Florida Financial Symposium 2006

West Palm Beach, Florida, USA

Outlook 2006

January 9, 2006

PIP Financial

Markham, Ontario, Canada

Unveiling the Retirement Myth

November 30, 2005

Portfolio Analysts Inc.

Calgary, Canada

Unveiling the Retirement Myth - WORKSHOP

November 28 - 29, 2005 Feedback

Institute of Chartered Accountants of Alberta

Calgary & Edmonton, Canada

Retirement Planning Strategies for Lifelong Income

October 27, 2005

ManuLife Financial - RAMS

Victoria, Canada

Unveiling the Retirement Myth - WORKSHOP

October 25-26, 2005 Feedback

Institute of Chartered Accountants of British Columbia

Victoria & Vancouver, Canada

Planning for Life-Long Distribution 

September 18, 2005 Feedback

Financial Planning Association (FPA)

Annual Convention & Exposition - 2005
San Diego, California, USA

Retirement Planning Strategies for Lifelong Income

September 15, 2005

Advocis - The Financial Advisors Association of Canada - Ottawa Chapter 

Ottawa, Canada

Unveiling the Myth of Retirement

June 23, 2005

Advocis - The Financial Advisors Association of Canada - Toronto Chapter

Toronto, Canada

Retirement Planning Strategies for Lifelong Income

June 20 and June 23, 2005

ManuLife Financial - RAMS

London & King City, Ontario, Canada

Unveiling the Retirement Myth - WORKSHOP

June 13, 2005

Institute of Chartered Accountants of Nova Scotia

Dartmouth, Nova Scotia, Canada

Unveiling the Retirement Myth - WORKSHOP

June 7, 2005 Feedback

Institute of Chartered Accountants of Alberta

Calgary, Alberta

Your Retirement Plan: How much is enough?

May 26, 2005

Avenue Investments

Toronto, Canada

Lifelong Income for Your Clients

April 26, 2005

Credential Group

6th Annual PD Conference

Hamilton, Ontario, Canada

Lifelong  Income for Your Clients - WORKSHOP

April 22, 2005 Feedback

Society of Financial Service Professionals, Central Illinois Chapter

Allerton Park, Illinois, USA

Unveiling the Retirement Myth - WORKSHOP

November 29-30, 2004 Feedback 

Institute of Chartered Accountants of Alberta

Calgary & Edmonton, Alberta

Lifelong Income for Your Clients

October 15-16, 2004 Feedback 

Society of Financial Service Professionals

Tampa, Florida, USA

Mathematics of Retirement

October 2, 2004

Canadian Association of Pre-Retirement Planners

Niagara Falls, Canada

Mathematics of Retirement

March 11, 2004

York University

Toronto, Canada

Mathematics of Retirement and The Perfect Mix

January 21, 2004

Society of Financial Service Professionals

Audio/Webcast - U.S.A.

Mathematics of Retirement

October 26, 2003

Institute of Advanced Financial Planners

1^st Annual Symposium

Toronto, Canada

Mathematics of Retirement, How to Achieve the Perfect Mix

October 17, 2003

Advocis - The Financial Advisors Association of Canada 

Kingston, Ontario, Canada

Mathematics of Retirement

October 9, 2003

Manulife RAMS Conference

Kananaskis, Alberta, Canada

Redoing the Assumptions in Retirement Planning

June 16-17, 2003

STEP (Society of Trust and Estate Practitioners), 5^th National Conference

Toronto, Canada

Mathematics of Retirement

May 14, 2003

PIP Financial
Markham, Ontario, Canada

Retirement Options

May 9, 2003 Feedback

Canadian Association of Pre-Retirement Planners

Burlington, Ontario, Canada

Retirement Choices Based on Market History

October 19-20, 2002

Canadian MoneySaver Investment Conferences

Ottawa & Kingston, Canada

Sustainable Withdrawal Rates

September 18-19, 2002

Equinox Financial

Toronto & London, Canada 

FingerPrinting: Selecting Mutual Funds

June 27, 2002

Canadian MoneySaver Investment Conferences

On Board STAR PRINCESS

Sustainable Withdrawal Rates

June 23, 2002

Canadian MoneySaver Investment Conferences

On Board STAR PRINCESS

Sustainable Withdrawal Rates

May 7, 2002

Phillips, Hager & North

Toronto, Canada

Sustainable Withdrawal Rates

March 7, 2002

Equinox Financial

Toronto, Canada

FingerPrinting: Selecting Mutual Funds

November 30, 2001

Canadian MoneySaver Investment Conferences

Scottsdale, Arizona, USA

Retirement Strategies

November 28, 2001

Canadian MoneySaver Investment Conferences

Scottsdale, Arizona. USA

How Much Capital is Enough for Your Retirement

October 27-28, 2001

Canadian MoneySaver Investment Conferences

Burlington & North York, Ontario, Canada

FingerPrinting: Selecting and Monitoring Investment Funds

February 15, 2001

Canadian Society of Technical Analysts

Toronto, Canada

FingerPrinting: Selecting Mutual Funds

February 4, 2001

Financial Forum

Calgary, Canada

FingerPrinting: Selecting Mutual Funds

February 3, 2001

Canadian MoneySaver Investment Conferences

Calgary, Calgary