We offer training, resources, and programs to power XYPN advisors through the 2020 market disruption and beyond.
This course will focus on income strategies for retirement. Topics explored will be taxation, qualified versus non-qualified distributions, pensions, Social Security, annuities, 401(k) plans, and various strategies in each. Conflicts of interest will also be discussed. This course has been approved for 1 CFP® CE credit.
XYPN Financial Planning Process