As a Certified Insurance Counselor with six millennial-age children and parents in their 80s, Jon is passionate about planning for his family’s future.
He is the author of two books on financial planning and co-founder with his wife Michelle of the new education and digital planning platform, MyLifeandWishes.com.
He is working on his third book dedicated to digital organization and life planning.
Jon's extensive experience and creative spirit are sure to inspire change.
Informative, engaging, and entertaining topics
Consumers Age 50+ and Retirement Communities
Get Your Digital House In Order:
Few people have critical information at their fingertips and even fewer have communicated that information to key family members – the ones left to sort it out after you are gone. Jon shares his personal experience with dealing with the loss of a loved one and spending more than a year sorting through the paper and digital mess left behind. The stress and headache of that experience inspired him to help others avoid similar difficult situations.
This fresh, new topic is gaining media attention these days as the baby boomer generation ages. Jon speaks across the country sharing his message, tools and practical approach to getting your digital house in order and leaving your family the best gift after you’re gone – smooth and easy access to your life and wishes.
Jon can tailor his message and it typically includes these valuable Life Planning topics:
- Get your house in digital order – hidden passwords, digital finances, plus scattered paper, files, and dusty old documents are everyone’s nightmare. Learn how to get them in order so loved ones can access your information in a single click.
- Life Planning: The best gift you can give your family – your life; your wishes; your desires – all in one place.
- Understand the U.S. Guidelines and organize your digital life.
Jon shares what he has learned in his 30+ years of helping employers use employee benefits as a recruitment, retention, and business strategy.
Employers will learn the difference between vendors and advisors, and why advisors can help you become an employer of choice.
Benefit advisory firms will learn what it takes to rise above being a vendor and become a trusted advisor.
Insurance companies will understand the dynamics of the independent advisor and how to stand out from the rest.
Jon has a passion for helping people, and his "tell-it-like-it-is" style is inspiring and motivating. I won't hesitate to work with him again.