Testimonials

“I had the pleasure of hearing Jim’s speech at the Empowering Edmonton Event. Jim communicates ideas about retirement in an easy to understand way and supports the topics with facts. I plan to see Jim speak again at the next opportunity!”

“I must admit, I was preparing for a big sales job, but what an awesome surprise! Your anecdotes about your own world were the day to day things we all face at sometime. Your information was crisp and blended well from topic to topic. Would highly recommend this course for anyone who needs the real scoop! Thanks again!

“Your presentation was very easy to understand and  entertaining to attend. I would fully endorse attending one of his workshops whether it be for retirement or financial planning, you will be on the right road to your future success. I truly enjoyed the retirement workshop that I recently attended. The information that you provided was extremely beneficial for planning my retirement and answered the questions that I had always wondered about. My only regret is that I wish I had attended this session ten years ago.”

I was really pleased with the “Retire Happy” workshop.  I was somewhat apprehensive about attending a full day hearing about money and hearing about how much I did not have.  However, much to my delight, the day was fun, VERY informative and I learned so much that I did not know.  I came away from the day with some pointers on some things that I could still do while I continue to work.  One of the best parts I learned was that Retirement is not all about money – that lifestyle plays into the whole thing every bit as much. It was very ‘eye opening’ to actually sit and try to determine exactly WHAT I am going to do with my time when I retire.  I also appreciated some of the practical information that Jim uses to illustrate the differences between taking money at age different ages, about cashing in retirement dollars, etc.  The entire day was one well spent and I would do it again.  Thanks Jim!

Jim puts on a fantastic workshop.  He shares his knowledge about money, taxes, pensions and investments.  He helped me understand a very complex subject through logic and an easy to understand approach.

Thanks so much for presenting the recent Retirement Workshop.  There was so much jammed into the day that my brain is still swimming.  One of my “lightbulb moments” was learning that it’s not all about the money.  I am looking forward to using the tools provided to help make my retirement “the best ever”.

“Jim is very knowledgeable in the financial area. Our district has utilized Jim’s services to present retirement planning sessions to our upcoming retiring employees (or those who are thinking of retiring). Although this topic can be very dry, Jim kept all of the attendees fully engaged in the sessions. Many of them commented that these sessions were very informative and they felt valued as employees.”

“Your seminar was very educational and entertaining. A whole day crammed with retirement and financial advice had the potential in my mind to be very boring and nap provoking, but you managed to keep us alert and involved with your humour driven presentation. Your “light-bulb” information moments were truly eye opening when it came to retirement planning. Your simple, but very clear charts and diagrams cleared up almost all our questions. Besides informing and entertaining us, you have brought us peace of mind concerning our retirement.”

What I enjoyed about this workshop was the emphasis on lifestyle as well as the financial implications.  I have been focusing on “do we have enough money to retire” (and yes, I found out we do!) and not enough on what is my retirement going to look like with respect to doing those things that are meaningful to me.  I came away feeling confident that retirement, with some planning and thought,  will be a positive and exciting experience.

Your Retirement Planning Workshop provided a wealth of information about both “lifestyle” and “financial” aspects of retirement.  Jim is a gifted speaker who was able to weave together a dizzying collection of facts, ideas, and principles into a comprehensive yet easily understood conceptual framework.  Whereas one might leave an information-packed day feeling overwhelmed, inundated, even paralyzed – on the contrary, by the end of this workshop, I think we all felt informed and energized, that we had been provided with a sound model or “process” for thinking about our retirements, one that “made sense” and that we were likely to remember and actually put into practice!  Jim combined his extensive knowledge, expertise, and experience with engaging stories, humour, and personal warmth to create a day that was engaging, informative and empowering.  Thank you!

“I thought your recent Retire Happy Workshop was fantastic and very worthwhile! I found your whole approach very refreshing and encouraging. I appreciated your extensive knowledge, down to earth “you can do this” approach and most of all your energy and enthusiasm. Thanks again for a very informative day!”