Beware of websites with virtually identical names as mine. I have no connection to any of them. 

 

My Creative Stuff: 

Short Stories

Poems

Stage Play

 

My CEU Courses: 

Live Presentations  

Webinar (2hr CEU Cdn) 

Webinar (2hr CEU USA & Int.)

Advisor's Edge

 

My Publications: 

Books  

Articles 

White Papers

 

Retirement Planning Stuff: 

My Story about the Luck Factor

Live Presentations

Permit to use this Material
ALDA Calculator (2024 update) 

 

Otar Retirement Calculator:

Exec Summary

Updates/What's new for 2024?

Download the Trial Version

Order the 2024 Calculator 

FAQ/Installing/Updating

Cash Flow Worksheet (Cdn)

Cash Flow Worksheet (US)

FINRA Letter

Disclosures

Testimonials