As a Distinguished Toastmaster and Certified Virtual Presenter, Jim has an engaging, humorous, and informative presentation that helps individuals clarify the key questions and actions they need to take in preparing to become financially independent. The 7 stages are discussed with an emphasis on the most critical stage – Stage Five; The Pre-retirement Stage!
With Jim’s blend of expertise, experience, and over 500 live presentations, the attendees will walk away with creative ideas presented in simple terms that they can immediately implement.
Learning Objectives:
* Identify what financial stage you are in or transitioning to!
* How the critical Four Pillars of financial independence support each stage!
* Discover effective strategies to maximize each stage!
* Financial blunders to avoid at each stage!
Can be delivered either virtually or in-person
Fees are reduced 50% for virtual presentations.
