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Creating Educational Moments that Matter

FINANCIAL PLANNERS | WEALTH MANAGERS | TAX ADVISORS

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Advisor Education
Advice Engagement
Tax and Education Planning
Wealth Management

About

HOW DR. RISKIN CAN HELP

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Are you looking for...

 

PREMIERE QUALITY

ADVISOR EDUCATION?

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ADVISOR-DRIVEN CLIENT-FOCUSED CONTENT DEVELOPMENT?

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CREATIVE TAX PLANNING AND

WEALTH MANAGEMENT STRATEGIES?

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Look no further...

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Conference

NEXTGEN TAX, EDUCATION PLANNING,
AND ADVICE ENGAGEMENT EXPERT

4.85

Average speaker rating. That's up there with people like Michael Kitces, Jeff Levine, Ed Slott, Tony Nitti, and Bob Keebler. So yeah, it's pretty good.

6

Number of presentations ready to go on advanced tax planning, education planning, student loans, and advice engagement. 

10K +

Number of LinkedIn followers in the financial services community with solid engagement metrics as well.

25K +

Number of attendees Dr. Riskin has presented to in the classroom, webinars, and conferences.

Speaking

SPEAKING

Check out the video clips below to see Dr. Riskin in action.

Dr. Riskin on Advisor Education
Dr. Riskin on Advanced Education Planning Strategies
Dr. Riskin on the Power of Using Visuals with Clients
Conference Crowd

AICPA Engage | IWI ACE Academy | IWI Masters' Forum |
FPA NorCal | FPA Dallas-Fort Worth | FPA Miami | FPA Spokane | The American College of Financial Services | Society of Financial Services Professionals | NAPFA | CPA Academy MNCPA Society | CTCPA Society | NAEPC Estate Planning Councils of Western Connecticut and Central Florida

MEDIA MENTIONS

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