Inside Experts
What is Inside Experts?
Inside Experts is a member-led knowledge series of webinars hosted by none other than your peers that truly highlights the expertise in Network! With a variety of topics, you're bound to walk away with new ideas you can implement within your firm right away.
What kinds of topics are covered?
When it comes to Inside Experts we leave the topic choice up to members! Just a few of the webinars topics include:
- Planning for FIRE - Financial Independence, Retire Early
- How to give (ERISA compliant) 401k advice!
- Understanding the US Taxation of Cross-Border Individuals
- Tax Planning Basics for Real Estate Investors
Where can I find them?
To browse and register for Inside Experts head over to the XYPN Calendar!
Unless otherwise indicated, these are recorded, and will be linked in the XYPN Calendar event. You can retroactively peruse the calendar for recordings.
How do I get more information?
Members can find more information about Inside Experts and other Advisor Education programs on the XYPN Calendar. Get more specific by searching the tag, Inside Experts.
If members have issues registering for a webinar or would like more information, they can email academy@xyplanningnetwork.com.
Pricing
Access to Advisor Education programs like Inside Experts are included in membership.
Firm Phase
The Advisor Education team offers programs to address all firm phases! Webinars can also be explored by firm phase on the XYPN Calendar. Search the tags, preparing, implementing, building or scaling!
FAQs
How can I be part of Inside Experts?
Submit a topic proposal to be part of the series here!
I attended an Inside Experts webinar but how do I get the slide deck?
We have created a channel where attendees can watch previous recordings, and learn more about the presenter. Check out the course here!
Contact
Reach out to Sierra Fredricksen, Advisor Education Specialist, at academy@xyplanningnetwork.com.