Retirement guru and frequent CE contributor Jim Otar has put together two new courses to help you navigate the tricky terrain of long-term retirement planning.
If your clients’ retirement portfolios are generating income, you may be surprised to learn it’s due mostly to luck. So argues retirement planning guru Jim Otar of Otar and Associates.
Which stock market fares better during inflationary times? This was one of the questions Jim Otar, financial planner and founder of RetirementOptimizer.com, answered during a presentation hosted by CFA Society Toronto.