Creating Educational Moments that Matter

FINANCIAL PLANNERS | WEALTH MANAGERS | TAX ADVISORS

Advisor Education
Advice Engagement
Tax and Education Planning
Wealth Management

About

HOW DR. RISKIN CAN HELP

Are you looking for...

PREMIERE QUALITY

ADVISOR EDUCATION?

ADVISOR-DRIVEN CLIENT-FOCUSED CONTENT DEVELOPMENT?

CREATIVE TAX PLANNING AND

WEALTH MANAGEMENT STRATEGIES?

Look no further...

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.

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.

Book Time with Dr. Riskin

Explore Dr. Riskin's Research

Dr. Riskin on Advisor Education

Dr. Riskin on Advanced Education Planning Strategies

Dr. Riskin on the Power of Using Visuals with Clients

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