The Way Forward: A Roadmap for the Critical Work Ahead

We offer training, resources, and programs to power XYPN advisors through the 2020 market disruption and beyond.

CE Webinar: Budgeting, Cash Flow, & Debt Management with Sterling Raskie

June 17, 2020 at 1 PM MT

This course will cover how to help clients develop a budget, while discussing debt, and cash flow strategies to help clients manage debt decisions, reduce debt, avoid bad debt. The course will also cover cash flow for clients, analysis of cash flow, and strategies for cash flow during the accumulation and distribution phases for retirement.

CE Webinar: CFP Ethics with Jeff Rattiner (2 hours)

June 25, 2020 at 1 PM MT

CFP Board has made major changes to its Code of Ethics effective 10/1/19. Enforcement of the Code begins 6/30/20. Among the changes that will be discussed include the fiduciary standard which requires CFP® professionals to act in the best interest of the client when providing financial advice, as well as disclosure, updated duties to clients, a revised definition of financial planning, modernized practice standards, new process of bankruptcy, and enhanced requirements for reporting.

Member Events Calendar

View schedule for live webinars, coaching programs, CE sessions, and other member events