On-Demand Event

The Future of Financial Planning with Alan Moore and Bob Veres

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Get ready for a thought-provoking conversation between Alan Moore, CEO & Co-Founder of XYPN, and Bob Veres, a renowned expert in financial planning.

Join them as they dive deep into the future of financial planning, and explore emerging trends, evolving client needs, and the transformative impact of technology on the industry. Look forward to unique perspectives and actionable insights that will put you on the cutting edge of what's to come—including how you can future-proof your firm!

Join these two visionaries in this can't-miss event if you're interested in shaping the way financial planning is approached in the years to come!


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