With such a talented community, why not take the opportunity to learn from one another? Ahead of #XYPNLIVE 2021, we'll be serving up a brand new webinar series, "Inside Experts", hosted by none other than your peers. With a variety of topics, you're bound to walk away with new ideas you can implement within your firm right away.
A Financial Plan is meant to be the connection between their investment portfolio, and how they want to live their life. This session explores having deeper conversations and the research behind living a quality life.