Prior Presentations

April 97 SmithKline Beecham sponsored a financial planning seminar in Quebec. This was an added value lecture in conjunction with a weekend CME Psychiatric Update meeting.
June 97 SmithKline Beecham sponsored a financial planning seminar in Ontario as an added value lecture in conjunction with a Psychiatric Update meeting.
November 97 Bayer & Glaxo sponsored an added value financial lecture at Silver Star Ski Resort in conjunction with a Cardiopulmonary CME event.
February 98 The Manitoba Dental Association sponsored a three hour financial planning seminar as part of their annual CME weekend meeting.
May 98 The Health Sciences Hospital CME Department in St. Johns Nfld. sponsored a one hour financial presentation via telephone conference on RRSP Investing.
July 98 The Health Sciences Hospital CME Department in St. Johns Nfld. sponsored a financial presentation via telephone conference on Mutual Fund and Stock Investing.
September 98 The New Brunswick Neurology Advisory Board and Carleton Financial Services sponsored a two hour added value lecture in conjunction with their annual weekend CME meeting.
October 98 Hoffman LaRoche sponsored an added value evening CME lecture in Penticton in conjunction with Hearts of Gold and Lungs of Bronze.
November 98 SmithKline Beecham sponsored an added value evening lecture in Kamloops in conjunction with a Parkinsons lecture.
Five Pillars of Financial Health, Manitoba Dental Association annual meeting, Manitoba 1999.
February 99 SmithKline Beecham sponsored a personal financial planning seminar at the Kelowna General Hospital as a CME.
March 99 Vernon Doctors sponsored an added value evening lecture on personal financial planning in conjunction with the Doctors Hockey Tournament in Vernon.
April 99 The Health Sciences Hospital CME Department in St. Johns Nfld. sponsored a province wide financial presentation via telephone conference on Index Funds.
April 99 Hoffman LaRoche sponsored an added value lecture on personal financial planning in conjunction with Northern Doctors Day in Prince George.
Jan 2000 Draxis sponsored an added value lecture on Choosing The Best Financial Advisor in Edmonton.
March 2000 Vernon Doctors sponsored an added value evening lecture on Choosing The Best Financial Advisor in Vernon.
March 2003 Vernon Doctors sponsored an added value evening lecture on How To Survive A Bear Market in Vernon.
March 2005 Vernon Doctors sponsored an added value evening lecture on Economic Trends for 2005 in Vernon.
September 2006 - Dental class reunion sponsored an added value lecture on Investing Trends in Osoyoos.
October 2006 - Kamloops Medical Staff Annual meeting sponsored an added value evening lecture on Investing Trends in Kamloops.
Feb 2007 - Kamloops CME sponsored an added value lecture on Investing Trends at their annual Internal Medicine Summit at Sun Peaks
Feb 2007 - Trail CME sponsored an added value lecture on Fiscal Health for Physicians in Rossland.
March 2007 - Vernon Doctors sponsored an added value evening lecture on Financial Resuscitations in Vernon.
Sept 2007 Kelowna Dental Association sponsored an added value evening lecture on Investment Trends at their annual meeting in Kelowna.
Nov 2007 Kamloops Dental Association sponsored an added value evening lecture on Investment Trends at their annual meeting in Kamloops.
Nov 2007 Vernon Dental Association sponsored an added value evening lecture on Investment Trends at their annual meeting in Vernon.
March 2009 - Vernon Doctors sponsored an added value evening lecture on Surviving and Profiting from the Great Recession at their annual Hockey Tournament.
November 2009 Kelowna CME sponsored a Urology/Gynecology added value evening lecture entitled Stop Peeing Your Money Away at their annual meeting in Kelowna.
June 2011 Dental Class Reunion sponsored an added value lecture entitled Wealth Preservation and Creation in Predator Ridge near Vernon.
March 2012 Vernon Doctors sponsored an added value evening lecture on Successful Investing in a Fragile Economy.
November 2013 - Presentation for Kelowna Medical Society entitled "Demographics Healthcare in yhour Portfolio"
September 2014 - Presentation for South Okanagan Family Practice CME & AGM on "Retirement Planning"
February 2015 - Presentation for Shuswap North Okanagan Family Practice entitled "A 2015 Macro View - Tortoise vs Hare"
March 2016 - Presentation for Kamloops Family Practice entitled "Why the Tortoise is so Wealthy"