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Happy Hour with XY Planning Network
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9/23/2019
When: September 23
4:00 - 6:00
Where: Fieldings Wood Grill
1699 Research Forest Dr.
Shenandoah 77380
United States
Contact: Isabel Leong (XYPN)

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XYPN is thrilled to extend an opportunity to mix and mingle with XY Planning Network members and co-founder, Alan Moore.  This is a casual, free event with the sole purpose of giving you a chance to connect with like-minded advisors.

 


RSVP by September 19th

    Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of a “The 10 to Watch in 2015″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors.

 

 

 

 


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