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.
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.
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.
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.
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.
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.
XYPN Members & Students
Non-XYPN Members
A discounted pass isn't the only benefit of membership. Learn more.
"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."
"I had such a great experience attending #XYPNLIVE for the first time. The culture is so welcoming and refreshing."
"#XYPNLIVE is a trifecta of learning, finding new + relevant vendor/tech solutions, and networking with other planners from every corner of the country."
"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."
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 >