re:imagine. re:define.

Taking financial advising to the next level is kind of our thing—and yours.

Denver, CO | October 8-11, 2022

This is THE can't-miss event for fee-for-service financial advisors. Why? Even advisors need advice when it comes to breaking down barriers in your business and re:defining what financial planning can be. Whether together in Denver or from the comfort of your couch, we’ll see you there. 

A re:imagined conference for advisors bold enough to re:imagine the possibilities

Together, we've re:defined what financial planning can be—it's time we re:invented the conference experience. #XYPNLIVE is a conference like no other, for advisors bold enough to re:imagine the possibilities.



Content sessions & tracks targeted to your needs

Easily identify the sessions most relevant to your needs. Choose one track to follow for the week or bounce between. Take in the sessions you need; re:imagine your business.



All hybrid, all the time

As a hybrid event, we can't wait for you to Join us a mile-high in Denver, CO, or from your living room—you make the call. Get the details on what’s included with our virtual and in-person options on our Passes & Pricing page. 



Connect & re:connect

Independent but never alone—take advantage of the wealth of networking opportunities to build your support network of fellow fee-for-service advisors, and perhaps see some familiar faces. 

Not your average conference, not your average advisors.

At #XYPNLIVE, you'll find a jam-packed session schedule, acclaimed keynotesadd-on opportunities, and peer-to-peer networking. But you'll also discover so much more.

Setting #XYPNLIVE apart is a full day dedicated to connecting you with partners, one-on-one coaching, a commitment to inclusivity, a wealth of networking opportunities, and a supportive, family-friendly environment. 

Get Your Pass

Exhibit halls are boring. Ours is anything but.

One of the most action-packed, robust days of #XYPNLIVE is Exhibit Day. We take great care to ensure the day is a productive use of your time and travel. We're intentional about the exhibitors we accept, inviting only those who are most relevant to your practice.

Take Me to Exhibit Day

Frequently Asked Questions


Do I have to be a member of XYPN to attend?
No! Everyone is welcome at #XYPNLIVE! Content is relevant (and game-changing) for both current fee-for-service advisors and those considering becoming a fee-for-service advisor.
What should I wear?
Come as you are. #XYPNLIVE events are casual. We're t-shirt and shorts people.
What do I need to get the student pass pricing?
To qualify for student pricing, you must be enrolled as a full-time undergraduate student at the time of the conference. Students are required to provide their school email address to register.
Can I transfer my pass if my plans change?
Absolutely. Passes can be transferred to another person before Friday, September 16, 2022. Any fee reimbursements will take place between the original ticket holder and the new ticket holder.

The original ticket holder must email to complete the transfer. A member ticket may only be transferred to another current XYPN member. If a non-member ticket is transferred to a current XYPN member, no fee adjustment will be issued.

No pass transfers are allowed after Friday, September 16, 2022. There are no exceptions to this policy.
Are add-on conferences included in my pass?
Pre- and Post-Conferences are offered separately through XYPN members and partners, and are not included in your attendee pass. XYPN does not manage registration for these events or collect payment; registration and any payments are collected by the organization hosting the Pre- or Post-Conference.
I bought a pass but am no longer able to attend. Can I get a refund?
Unfortunately, there are no refunds on passes. If you have a pass and are no longer able to attend, you are able to transfer your pass to someone else.

Make plans to join us.

Just like the level of awesome, pass prices remain the same whether in-person or virtual.

Earliest Bird


Non-XYPN Members

Get Your Pass

A discounted pass isn't the only benefit of membership. Learn more.

You could just take our word for it. Or you could take theirs.
Ryan Cole

Ryan Cole, CFP®

Founder, Citrine Capital

"I left #XYPNLIVE with about twenty new ideas that will help me be a better financial planner and run our firm better. That alone is worth the trip."

Katrina Kate Welker

Katrina Welker, CFP®

Financial Coach, Irvine Wealth Strategies, LLC

"I had such a great experience attending #XYPNLIVE for the first time. The culture is so welcoming and refreshing."

Ben Schmid

Benjamin Schmid

Founder, Ketwich Capital LLC

"#XYPNLIVE is a trifecta of learning, finding new + relevant vendor/tech solutions, and networking with other planners from every corner of the country."

Cliff Downie

Cliff Downie

Founder, Downie Financial Group

"Overall a great event. I go to one conference a year and this is the one. Great to meet the support staff in person and thank them in person, for all of their help and expertise."

Take a break from working IN your business
to work ON your business