Free Virtual Event - May 1, 2019Investment Management and Fee-Only Planning: How to do Both (Successfully!)

You're invited to a live webinar!

If you're at all familiar with the fee-only model, then you're probably also familiar with this age-old question: How does investment management fit into fee-for-service financial planning? In this free webinar, XYPN members Jason Speciner and Courtney Ranstrom answer this question and share how they successfully incorporated investment management into their fee-only firms. This call is ideal for anyone considering joining our Network of like-minded advisors.


When: Wednesday, May 1, 2019 at 9pm EST/6pm PST

Where: Dial in by phone from anywhere or join us via computer

Who:  This event is ideal for anyone considering an XY Planning Network membership

How: Register below