Events and Webinars

Join us at upcoming events to learn more about Max, gain insight into cash management and financial planning.

XYPN Live

September 30

San Diego, CA

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Boston Fintech Week

September 22 - 25

Boston, MA

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XYPN Live

September 30

San Diego, CA

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Boston Fintech Week

September 22 - 25

Boston, MA

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Unlocking Held-Away Cash in Your Clients’ Portfolio

On Demand

Online

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Elevating the Client Experience with Max and Wealthbox

On Demand

Online

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Cash in Financial Planning: An Advisor’s Perspective with Buff Your Finances and RightCapital

On Demand

Online

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Turning Interest Rate Concerns into Advisor Opportunities with Max & Wealthbox

On Demand

Online

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Inflation, Interest Rates, and How to Help Your Clients in 2025

On Demand

Online

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