re:imagine. re:define.
re:invent.

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.

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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.

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Content sessions 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.

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Flexible experience

Join us at 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. 

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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 keynotes, add-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.
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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 events@xyplanningnetwork.com 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.

EarlY Bird

$399

XYPN Members & Students

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EarlY Bird

$599

Non-XYPN Members

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Virtual Member

$349



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Virtual Non-Member

$499



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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.

"The interpersonal connections are what make #XYPNLIVE the experience that it is... It's a powerful dynamic to be able to connect with those that are where you want to be professionally and have the opportunity to give back to those that are striving to be where you are."

BrettKoeppel

Brett Koeppel

Founder, Eudaimonia Wealth

"The people were the clear highlight... I think the relaxed atmosphere of the event helps to facilitate great conversation... It is so awesome to know that everyone who was there has the same overarching view of wanting to do better for their clients and for the industry."

MichaelKelly

Michael Kelly

President, Switchback Financial

"This community is such a different breed of person. Everyone genuinely cares and wants to help. It's such a different experience than any other industry event I've ever attended."

BrandyBranstetter

Brandy Branstetter, CFP®

Principal, Beyond Wealth

"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."

Ryan Cole

Ryan Cole, CFP®

Founder, Citrine Capital

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

Katrina Kate Welker

Katrina Welker, CFP®

Financial Coach, Irvine Wealth Strategies, LLC

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

Ben Schmid

Benjamin Schmid

Founder, Ketwich Capital LLC

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

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. Learn more about XYPN >

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