Jim returned for a third year to discuss integrated family wealth management for UHNW clients at Financiere Banque Nationale, focusing on legacy and communication skills.

Jim spoke at a special retreat workshop session for TIGER 21 (Calgary chapter) in Kelowna, BC, in western Canada at the remarkable O'Rourke Family Estate overlooking Kelowna Lake.

For those wanting to learn more about Wealth 3.0 (the book and the paradigm), an audiobook version was published to Audible on April 24. It already is garnering very good reviews and multiple downloads.