With 20+ CE credit hours available throughout #XYPNLIVE, opportunities to earn credit abound, including the CE Circuit. Featuring five compelling webinars open exclusively to passholders, the CE Circuit provides additional opportunities to earn credit outside of the main conference content sessions. Check out the five CE Circuit webinars below, taking place Nov. 15–Nov. 19.All CE Circuit and conference content sessions will be recorded and available for self-study through December 15, so even if you don't attend one live, you can still get the credit for all 11 hours as part of your conference pass.
The CE Circuit isn't the only place to earn credit at #XYPNLIVE. Attendees can earn six total hours of CE credit by attending select conference content sessions. These sessions can be viewed on the schedule page, along with the rest of the events you won't want to miss.
Every financial planner has difficult couples in their practice—the ones where the couple is just not on the same page, the silent treatment is palabale, and one of them just won’t stop sending emails. No, it’s not time to fire them. Difficult couples can be draining for the financial planner, but they don’t have to be. Being able to see the couple with a new perspective will help both the financial planner and couple enjoy the planning process so much more. Join Ed Coambs to learn the foundational knowledge to understand and work with difficult couples to improve financial planning outcomes. You'll be introduced to a trauma-and-attachment-styles-informed perspective on financial planning.
Describe Attachment Styles and Their Impact on Couples Communication.
Identify When To Refer Couples to Couples Counseling.
Reflect On Your Own Intimate Relationship and Interaction With Money.
Ed Coambs is one of the nation's first Certified Financial Therapists and is a board member of the Financial Therapy Association. He has worked with couples in distress about money over the last seven years as a couples therapist. He has been cited in major media outlets, including NerdWallet, NPR, and The Wall Street Journal. Ed has presented for XYPN, the Financial Therapy Association, American Association of Marriage and Family Therapy, Texas Tech University, University of Georgia, Kansas State University, and Liberty University. He is the author of the forthcoming book, "The Healthy Love and Money Way: How The Four Attachment Styles Impact Your Financial Well-Being."
The four-year sticker price of a college education now exceeds $300,000 at some of the most prestigious institutions. It should be no surprise that 73% of parents polled say that their #1 financial concern is paying for college. Yet, most advisors are never trained to help families navigate the process and find schools that will be the most generous with financial aid and scholarships. Our role as financial planners needs to evolve from simply telling clients to save for college to supporting them through the college buying process. In this session, join Joe Messinger as he demystifies financial aid and teaches his innovative College Pre-Approval™ process that alleviates the stress and anxiety of paying for college. You will leave feeling empowered to help guide your clients through the college funding maze, cut the cost of higher education, and make more informed college buying decisions.
Learn the scope of the student loan crisis and the impact it is having on younger Americans and the economy as a whole.
Gain insight on how to analyze financial aid policies at different institutions and cut the cost of higher education.
Make more informed college buying decisions using the College Pre-Approval™ process.
Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners, founder of Capstone College Partners, and co-founder of College Aid Pro ™.
Joe is passionate about Captone’s College Pre-Approval™ process. Through his speaking and educational workshops, he guides fellow advisors through a process that allows families to reach better financial outcomes, and eliminate the stress & anxiety they have around paying for college.
This process addresses an acute need of Gen-X families trying to make a $100,000 to $250,000 investment in college for each student. Financial advisors are blown away when they understand the message, and learn how the College Pre-Approval™ system can work for their practice!
As a financial advisor himself, Joe is dedicated to spreading the message of College Pre-Approval™ through speaking engagements, webinars, and presentations.
There is a caregiving storm upon us, rapidly gathering strength, that will affect every one of your clients. Trish Laub will detail the magnitude of the storm and its potential financial impact on millennials through baby boomers, as well as identify considerations and resources for you to assist your client in not only weathering but thriving throughout the caregiving storm. She will also offer a strategy for connecting with your local caregiving community.
Understand the statistics and trends of the caregiving crisis and their impact on your clients.
Differentiate your financial planning services by learning how to assist your clients in preparing for and weathering the care journey, as well as how to identify caregiving support services and resources.
Learn how you can connect with the caregiving communities in your area, both as a resource for clients and as a means to establish new relationships with others who would benefit from your financial and caregiving expertise.
Trish Laub is the founder of Comfort in their Journey®, a business that offers practical guidance for families and caregivers who are taking the Alzheimer’s journey with a loved one or patient, as well as easily accessible information applicable to individuals with any serious medical condition, on how to ensure dignified care through end of life. She is the author of the three-book Comfort in their Journey® series, leads presentations and workshops, and offers consulting services on the subjects covered in her books. On her bi-monthly live radio show, A Cup of Comfort™, Trish and her guests discuss CareHero™ topics that nobody wants to talk about.
Up to 70% of companies in the world are family-owned. However, only 13% of them have been able to transcend to the third generation successfully. In this presentation, Elaine King, with more than twenty years of experience advising families in the management of their businesses and their wealth, provides the keys to achieving long-term success with these types of clients, identifying their family values, and respecting their independence. The transfer of values is more important than that of money. However, if you plan them together, you will have created something very powerful.
How to identifying family values , and respect each member's independence.
How to create something very powerful for yourself, your family and society.
Building blocks to family governance
Elaine King, CFP®, is the founder of Family and Money Matters™, with the mission of empowering the family’s financial and human capital to achieve financial wellbeing. She has served as the Family’s Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans. Elaine is a Financial Education advocate, creator of the first family financial program in LATAM, and winner of the Best Latin Book Award. She was recognized in 2020 on the list of Investopedia‘s Top Influential Advisors and in 2017 recognized by People Magazine’s Top 25 Influential Hispanic Women. Elaine has been featured in the WSJ, Forbes, Telemundo, CNN and is a columnist for financial journals in the US and LATAM.
Money touches every area of our lives. Additionally, it's gotten easier to spend our money, making it easier to not pay attention to our finances. Ignoring our finances makes it harder to understand money's role in our lives and many people find themselves living their lives through the lens of what they think they are supposed to do. This can be uncomfortable because our behaviors aren't aligned with our values. Other times, it tempts us to focus too much on short-term events, and less on the bigger picture. Learn the importance of financial purpose. You already create an investment policy state that outlining the purpose of your client's investments. Take it a step further—help them create a statement of financial purpose that outlines the purpose of their money, in general. Help them understand what their money is for. Life is short—join Derek Hagen to explore how to help your clients live intentionally.
Understand the importance of having a financial purpose.
Learn how to help clients find their purpose.
Learn how to ground clients to their purpose when they get distracted.
Derek Hagen, CFP®️, CFT-I™, FBS®️, CFA, CIPM is a financial psychology and behavior expert and founder of Money Health Solutions.
Derek supports financial health, financial behavior change, and intentional living. He helps clients design a life that brings them meaning and purpose with less stress. He also helps financial professionals work with clients utilizing financial psychology and behavioral finance. In addition, he writes about financial psychology and philosophy for Money Health Weekly, his free weekly newsletter.
Derek earned a Graduate Certificate in financial psychology and behavioral finance from Creighton University and a Bachelor of Arts in economics from Minnesota State University Moorhead. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist-I™, Certified Financial Behavior Specialist®️, and Chartered Financial Analyst designations.