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September 2018

XY Planning 2018 Conference

September 24 - September 25
St. Louis, MO

Stop by and see DataPoints at the 2018 XYPN Live event in St. Louis, MO. For more information on the conference, check out the conference website here.

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October 2018

The Household CFO

October 2 @ 1:00 pm - 2:30 pm EDT
Virtual

The tasks and responsibilities associated with managing our personal finances are complex. This session will provide advisors with detailed information on the key tasks and competencies required of their clients to be successful at managing household finances, or the in the Household CFO job. The session will cover a) the critical tasks that your clients engage in as they manage their financial lives, b) how those tasks differ by net worth level, c) the critical…

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