M&M 33: Taking Financial Planning to the Next Level; PT Live from the XYPN Expo

Summary: PT checks in with our friends at XYPN LIVE conference 2017. Farnoosh, Eric Roberge, Kali Hawlk, Brian Bain and Kate Dore talk about their practice and what they gain from attending conferences. You will likely see them speaking at FinCon17. For more information on speakers and the FinCon schedule, go to http://finconexpo.com/schedule