Name

Jim Kalinowski

NA Graduate

176th Session

Company/Agency/Organization

Houston Police Department

Email

Cell Phone

281-948-1977

Topic of Presentation

Retirement/Career Transition Planning

Title of Presentation

Balancing the Badge to Make a Difference: What every law enforcement professional should know about managing money and life

Length of Presentation

8, 4, 3, 2, or 1 hours

Presentation Objective

Encourage students in preparing for retirement to focus on Financial and Life wealth planning

Presentation Description



























Balancing the Badge to Make a Difference: What every law enforcement professional should know about managing money and life

To provide students the tools to cross the bridge from achieving financial wealth, to also achieving life wealth. Learn that building a life portfolio is as important as building a financial portfolio.  

Presentation on my published book Balancing the Badge to Make a Difference: What every law enforcement professional should know about managing money and life.

Describe the 6 myths of retirement, new spelling and definition for the word retirement, and walk students through the 6 stages of the Circle of Life Roadmap. Students will participate in the following process:

• Developing a financial and life wealth plans.

. Identify profiles of retirees with successful and unsuccessful financial and life wealth plans. 

. Learn  Tools to “cross the bridge” from primarily achieving financial wealth to also achieving life wealth.

. To provide students options of how to test drive retirement plans by developing ideas before actually retiring.

. Provide case studies to estimate how much money may be needed to retire and how long funds may last. 

Speaker Bio


















































Jim is author of the book Balancing the Badge to Make a Difference: What every law enforcement professional should know about managing money and life.

 Jim Kalinowski was born and raised in Cheektowaga, NY a suburb of Buffalo, NY. Jim graduated from Brockport State University with bachelor’s degrees in both Criminal Justice and Political Science. Jim then migrated to Houston where he has retained residence since 1981, long enough to call Texas home. He earned a master’s degree in management from Sam Houston State University and has been serving clients since 1997 as an independent financial advisor. 

 Jim is series 7 licensed in addition to series 6, 63 and 65 (which allows him to sell securities, bonds, mutual funds, equity traded funds, limited partnerships, as well as provide financial advice). Jim is also licensed to sell insurance for individuals and group life, health, long-term health care including fixed and variable annuities. 

 Jim is a certified peace officer with over 35 years of experience in law enforcement, as well as a graduate of the FBI National Academy (176th) and the Bill Blackwood Law Enforcement Management Institute of Texas. He passionately believes both financial and life planning will help an individual make a sound decision in preparing to retire with a purpose.

 Jim is a volunteer coordinator of Dave Ramsey’s Financial Peace program at Stonebridge Church in The Woodlands, TX. Jim also participates in mission trips to share the gospel through the sport of baseball and visiting orphanages. Jim is a volunteer table member of Hope’s Path ministry helping aged out foster brothers and sisters acquire life skills.

 Jim’s spare time is spent with his wife and family, where he coached his son’s ice hockey teams for over 14 years. As a coach, he tries to teach life skills and values by developing a strong work ethic, teamwork, and discipline while having fun. He believes not only in developing athletic skills but also developing leadership skills alongside them to benefit them in their own careers. Jim plays hockey in an adult league, is a competitive power lifter, and enjoys hiking, hunting, fishing and traveling. 

 Jim has conducted several financial and life planning classes to cadets, veterans, as well as speaking engagements to hundreds of participants, including the FBI National Academy Alumni and other associations and organizations. More information refer to www.balancingthebadge.com