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XYPN Announces New Member Benefits from Holistiplan, Orion
Yahoo Finance·2025-09-25 21:45

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Leaders of the popular XY Planning Network announced several new member benefits at its 11th annual conference opener that are sure to pique the interest of its more than 2,100 members, as well as non-members. First, the award-winning tax planning software provider Holistiplan would be included as a member benefit, meaning new firms with a network membership will get free access to the premium m ...