DALLAS, TX - On Tuesday , August 29th, I had the pleasure of moderating the "Diversifying Your Service Model" breakout session for the 2017 XY Planning Network. As a member of XYPN and their Advisory Committee, one of the things I like most about the organization is their commitment to serving the next generation f advisers, who in turn serve Generation X and Y. At this panel, we spoke about the ways we could serve clients at various stages of wealth development.
"Free Consultation Friday" calls are offered to the public by appointment, as a vehicle for getting that one answer to a financial question you've been too embarrassed to ask friends, family or even your current financial advisor.
Discussing the challenges facing Tysons Corner and its quest to become America's Next Great City*
The evolution of Tysons Corner, from suburban office park to urban office park to mixed-use mecca, remains in full swing with 25 million square feet of office space and 50 million square feet of mixed-use space in the development pipeline.