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Give Thanks, and Get an Opportunity Fund

Give Thanks, and Get an Opportunity Fund

As we approach the holiday season, it’s easy to get overwhelmed with the growing list of to-dos. Please sit back for a minute and take stock. Think about the greater purpose behind the holiday bustle.

6 Reasons to Attend a Conference

6 Reasons to Attend a Conference

We’re only halfway through the XY Planning Network (XYPN) conference, and I have already learned six key lessons.  We are part of a broader movement: bringing real financial planning to people, regardless of age or asset level.  The professional organization began in 2014 with 30 founding members and is #168 on Inc. 5000’s list of fastest growing private companies in 2018, with roughly 750 current members.

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