My passion for creating the Balancing the Badge to Make a Difference concept and writing a book began while working alongside peace officers and providing financial services to them. I quickly recognized the importance of Balancing the Badge to not only provide financial security for officers in retirement, but also for developing a purpose-driven retirement to keep retirees motivated, healthy, productive, and most importantly, happy in retirement.
As a Houston Police Lieutenant with over 36 years of experience and a financial advisor for over 21 years. I enjoy teaching financial planning and life planning courses to police officers, police cadets, non-classified employees, church members, and the general public.
Current HPD Live Training Schedule
Scheduled Speaking Engagements
- August 2, 2024 | La Porte Police Department | La Porte, Texas
- July 20-23, 2024 | FBI National Academy Alumni Training Conference | Kansas City, Missouri
- June 14-16, 2023 | FBI National Academy Associates of Texas State Conference | San Antonio, Texas
- December 6-9, 2022 | FBI National Academy Associates of Alaska Conference | Anchorage Alaska
- June 30, 2022 | Lenexa Police Department | Lenexa, Kansas
- August 2, 2022 | FBI National Academy Alumni Training Conference | Cleveland, Ohio
- July 7-10, 2021 | FBI National Academy Alumni Training Conference | Orlando, Florida
- October 10-14, 2021 | Mid-Atlantic Association of Women in Law Enforcement (MAAWLE) | Rehoboth Beach, Delaware
If you would like to schedule me for a speaking engagement or training opportunity, please email me at: Jim@BalancingtheBadge.com.
Have a blessed day.
Example Presentations