XYPN's 15-minute Daily Briefings are designed to provide you with breaking/relevant news, inform you of market updates, and discuss how these changes may affect your clients and your business. We'll also be providing marketing, sales, planning, and practice management tips to help you navigate these difficult times.
Open Coaching offers the opportunity to learn about advanced topics in an interactive environment with your peers and an expert coach. We've tailored these offerings to meet your current needs in this changing environment.
Health care is one of the largest expenses in retirement, so proper planning can save your clients thousands. But do you really understand the various parts of Medicare? This session presents a timely discussion of Medicare, including deductibles, co-pays, and ways the infamous Medicare Income-Related Monthly Adjustment Amount (IRMAA) will affect your clients.
For advisors that employ a passive investment philosophy, understanding the complexities of index construction and how that might influence passive fund managers’ decisions and methodology is key to selecting investments as a complement to more-often cited characteristics such as cost and investment exposure. Join us for a webinar with XYIS’ Chief Investment Strategist, Mario Nardone, CFA, Matthew Goller, CFA, and Noel Archard, CFA, where they’ll discuss how indices are constructed, what it means to be a passive investor and more.
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.