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Still need a few more CE credits before year-end? Prolific retirement guru Jim Otar has you covered once again with a new course.

  • By: Staff
  • December 2, 2014 August 21, 2018
  • 09:00

Retirement guru Jim Otar has done it again. His new course, Compendium of Sustainable Withdrawal Rates, Part 1, is now available on CE Corner.

  • By: Staff
  • September 15, 2014 August 21, 2018
  • 09:15

Your clients are approaching the drawdown phase, and you need to pinpoint an annual withdrawal rate that ensures they won't run out of money. If you think the old "4% rule" is the ticket, think again.

  • By: Staff
  • June 5, 2014 August 22, 2019
  • 00:00

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.

  • By: Staff
  • October 23, 2013 August 21, 2018
  • 10:26

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.

  • By: Staff
  • April 4, 2013 August 21, 2018
  • 05:00

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.

  • By: Staff
  • December 2, 2014 August 21, 2018
  • 16:53

Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates for Canadian portfolios

  • By: Jim Otar
  • June 5, 2014 August 22, 2019
  • 00:00

No one knows retirement risk better than Jim Otar. Get a clear understanding of the dangers your clients face—and how to deal with them—with Jim’s six CE Corner courses:

  • By: Staff
  • October 30, 2013 August 21, 2018
  • 05:00

Financial planner and market theoretician Jim Otar explains the problems with bucket strategies.

  • By: Jim Otar
  • October 24, 2013 August 22, 2019
  • 00:00

Financial planner and market theoretician Jim Otar explains the most important factors impacting a portfolio’s growth as withdrawals are made during retirement.

  • By: Jim Otar
  • June 14, 2013 August 22, 2019
  • 00:00