We offer training, resources, and programs to power XYPN advisors through the 2020 market disruption and beyond.
Join us for a three-part webinar series presented by Laurence Kotlikoff, professor of economics at Boston University, NYT bestselling author, and President of Economic Security Planning, Inc. The first 60 minutes of each session will include a presentation on the selected topic, followed by an optional 30-min. Q&A. Each of these sessions has been approved for 1 CFP credit.
XYPN Financial Planning Process