Jon Luskin, CFP® • Hourly Advice for Do-It-Yourself Investors

Hourly Advice for Do-It-Yourself Investors

Main Content

Speaking

Overview

Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, author and speaker. He has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine.

Jon Luskin is available for live, in-person presentations for your conference or private company event, in 1-hour formats.

With a narrow focus on investing, his content is designed specifically for financial advisors, financial planners, and wealth managers, and can fit into keynote or breakout sessions.

For Jon's speaker bio for marketing purposes, please click here.

PAST SPEAKING EVENTS

 

 

 

 

 

Cost

Jon’s speaking fee is $500 – $1,000 (in addition to reimbursement for coach airfare on, 1-2 nights of accommodations as necessary based on travel arrangements, parking, and ground transportation). Fees vary depending on the size, timing, and location of the event.

Please contact Jon directly for further details regarding costs and fees depending on your event timing and location.

Content

To view Jon’s available presentations, please click here. See below for a demo of one of Jon’s presentations.


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Disclosures & Legal

Jon Luskin is able to work with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.