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Summary: Our world has drastically changed over the last few weeks as the coronavirus disrupted the economy. That just makes the work of improving Americans’ financial awareness and financial literacy all the more important as we approach National Financial Literacy Month in April.
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Tuesday, March 31st at 2pm ET / 1pm CT / 11 am PT
In this educational webinar, we will discuss why best tech management practices become even more critical in the evolving work-from-home business environment. Learn more
Topics addressed include:
- Contingency/Continuity planning
- Managing work-from-home issues
- Phishing email scams
- Resources for RIAs and their clients
Register Here
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Summary: XY Planning Network advisors are offering free emergency financial advice to anyone who has lost a job, lost income from reduced work hours or taken unpaid sick leave as a result of the COVID-19 pandemic.
Added on February 2020 in Other Ideas
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Summary: This might seem like an odd question to pose, but I am frustrated and not sure what to do. Our lead advisor is generally a great guy, very kind and fun. In a group setting he is gregarious and upbeat and always goes out of his way to make all of us feel special and appreciated.
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Summary: Advisors better move quickly to enhance their cybersecurity policies and operational infrastructures to respond to a report recently issued by the Securities and Exchange Commission’s Office of Compliance and Inspections.
