Hire Jim as a speaker for your organization by calling him directly at 800.387.1129 or 412.521.2732, or complete our keynote speaker inquiry form. Over the past several years Jim has given 37 seminars for financial organizations around the country, and over 100 seminars for groups of individual IRA and retirement plan owners.

Jim's Objective

• Present the best IRA and retirement plan seminar your organization has ever heard.
• Give your team of financial professionals the knowledge and tools to optimize their client's global retirement plan strategy by making the best use of their retirement assets.
• Provide the edge in wealth management with an in-depth understanding of how to manage IRAs and retirement plans.
• Nail the minimum distribution rules, both before and after death, and explain their impact on long-term financial goals.
• Reveal the pros and cons of a Roth IRA conversion with authoritative quantitative analysis.

Who Should Hire Jim

• Financial planners, attorneys, CPAs, bankers, trust officers, and insurance experts.
  • The regulatory organizations for each of those professions have approved Jim's seminars for continuing education credits.
  • He can customize a seminar based on your audience and your time constraints.
• Organizers planning seminars for individual IRA and retirement plan owners.
  • Inviting clients and prospective clients to attend a seminar offered by a national expert generates business. The seminar educates and the host organization is primed with staff to book appointments.

Guarantee: Jim is so certain that your audience will appreciate his seminar, that he will not charge a fee unless 80% or more of your audience rates the seminar good or excellent.

Some organizations will hire Jim for two presentations, one for the financial professionals and, either the same day or the next day, one for potential clients.