XY Planning Network was established in 2015 as a member community and support resource for fee-only financial planners and their firms, specifically those who work with members of generations X and Y. I have been a member of XYPN since 2017. This week, members and staff of XYPN, industry thought leaders, and supporting organizations converged on St. Louis for #XYPNLIVE — the network’s annual national conference.
While I take in the latest trends, tips, and tricks of making the fee-only financial planning process a better, more valuable, and comfortable experience, please take a minute to check out some of my own tips on our media mentions page.
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