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Jim Slacke
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  • San Jose, CA
  • United States
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Jim Slacke's event was featured

Introduction to Alternative Investments at Unwined Wine and Bar Shop

August 11, 2009 from 7pm to 8pm
Join me for a complimentary glass of wine and this one hour introduction to Alternative Investment strategies that can help you diversify your stock market portfolio, and add more stability and predictability to it. Please RSVP to 213-0042.
Jul 27, 2009
0 Comments
Jim Slacke posted an event

Introduction to Alternative Investments at Unwined Wine and Bar Shop

August 11, 2009 from 7pm to 8pm
Join me for a complimentary glass of wine and this one hour introduction to Alternative Investment strategies that can help you diversify your stock market portfolio, and add more stability and predictability to it. Please RSVP to 213-0042.
Jul 23, 2009
0 Comments
Jim Slacke left a comment for Chrissy Derksen
"Hi Chrissy, The seminars will be from 9:30 to 11:00 A.M. in one of the classrooms upstairs."
May 26, 2009
Chrissy Derksen left a comment for Jim Slacke
"Jim, I posted your event under the "Events" link. Please let me know the time of your seminar, and whether you would like me to change the wording. ;-) Once I complete that, I will feature it. (I didn't see you post it, so I thought I…"
May 25, 2009
Jim Slacke posted blog posts
May 6, 2009
Jim Slacke posted an event

Alternative Investment Workshops (complimentary) at Almaden Community Center

June 13, 2009 from 9:30am to 11am
These workshops will introduce you to the world of Alternative investments. They are used as an alternative to stock or mutual fund investments, and have historically provided similar if not better annual returns than the stock market without the daily volatility. Suitable for both growth and income investors, as well as those with IRAs and 401(k)s that need to be rolled over. Some also have significant tax benefits. Call Jim Slacke, CFP, at 213-0042 to reserve a spot. If you can't make it to…See More
May 6, 2009
0 Comments
Jim Slacke updated their profile
May 6, 2009
Jim Slacke is now a member of 95120Lifestyle
Mar 17, 2009
Welcome Them!

Profile Information

My Relationship Status:
Married
My Birth Date:
October 16, 1953
My Birthplace:
San Jose, CA
My Children:
none
My Pets:
3 cats: Magic, Scooter, and Winston
The number of years I have lived in 95120:
10
What I like best about Almaden Valley:
The people and the overall community spirit
My Hobbies:
golf, guitar, workouts, puzzles
My School or Alma Madder:
Bret Harte Junior High (class of 68)
Leland High School (class of 71)
California State University at Chico (class of 76)
My Career:
Certified Financial Planner (23 years)
My Accomplishments:
Married for almost 20 years.
Helping individuals successfully plan for their financial future.
10 years professional basketball in Australia.

Jim Slacke's Blog

Roth IRA conversion opportunity

FOR ALL IRA OWNERS



The year 2010 will be a very important year for anyone who may benefit from converting all or part of their traditional IRA to a Roth IRA. Starting in 2010, anyone can now do a conversion. Previously, if you made over $100,000 per year, you were ineligible to do so. That restriction is being lifted, making it possible for ANYONE to do a conversion.



If the conversion is done in 2010 only, you also have the option of spreading out the tax liability over… Continue

Posted on November 3, 2009 at 11:11am

95120 investment articles

Over the next 3 issues (starting with the May/June issue, there will be articles briefly discussing some of the alternative investment strategies I use. These strategies will be discussed in much more detail in my upcoming workshops (see the Events section).

Posted on May 6, 2009 at 11:58am

Alternative Investment Workshops (complimentary)

These free workshops will introduce you to the world of Alternative Investments, for those who are tired of the volatility of the stock market but still looking for returns that have matched and often beaten the long-term averages of the stock market. As a Certified Financial Planner with 23 years of experience, I have been using these types of investments with great success ever since the last "once in a lifetime" bear market ended in 2002. There is a solution for those seeking either growth… Continue

Posted on May 6, 2009 at 11:45am

Comment Wall (2 comments)

At 2:30pm on March 26, 2009, Chrissy Derksen said…
Welcome to the site Jim!

I thought I would remind you to email your logo and a soft copy of your document when you get a chance. Thanks, Chrissy
At 2:52pm on May 25, 2009, Chrissy Derksen said…
Jim, I posted your event under the "Events" link. Please let me know the time of your seminar, and whether you would like me to change the wording. ;-) Once I complete that, I will feature it. (I didn't see you post it, so I thought I would help...)

Thanks,
Chrissy

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