Top Four Takeaway from the 2016 XY Planning Network Conference
I was honored to speak at the recent XY Planning Network Conference in San Diego, California. And, I thought I’d share my top four takeaways with you fine people of the internet!
1) The momentum is real.
There were hundreds of attendees at the conference focused on helping millennials and Gen Xers tackle their financial challenges. The industry is understanding the model built in the 70s, 80s, and 90s is broken. Clark Howard, a major consumer advocate for personal finance, focused his keynote address on how innovation and a helping attitude will continue the momentum built.
2) Student loans. Period.
Whoa! Student loans are complex. There was an eight hour student loan planning session that was extremely well attended. This alone speaks to the epidemic plaguing young professionals today. The good news? There’s help! With income base repayment, loan forgiveness for public service, and consolidation there are options to help minimize payments and have flexibility in how you repay.
3) I love technology.
Technology is finding its way to the financial sector in really interesting ways. Artificial intelligence is making an appearance in addition to other tools aimed at helping learn more about clients, identify needs, simplify their lives and much, much more.
4) San Diego is sweet!
Ron Burgundy knew what he was doing in reporting from San Diego. Between the weather, Petco Park, Gaslamp district, ocean, views and people, it was a tough place to say goodbye to. Until next time, stay classy, San Diego!
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