Easily identify the sessions most relevant to your needs. Choose one track to follow for the week or bounce between.
Sit down with one of our coaches. Receive answers to YOUR questions and advice specific to YOUR firm.
Independent but not alone. Build your support network of fellow fee-for-service advisors.
Have you always dreamed of presenting at #XYPNLIVE? Here is your chance! Session proposals are now being accepted for #XYPNLIVE 2020. Speakers can submit sessions for one of our five content tracks: Marketing & Sales, Compliance & Operations, Financial Planning, Practice Management, and Investment Solutions.
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: a full-day dedicated to connecting you with partners, one-on-one advice, a commitment to inclusivity, and a supportive, family-friendly environment.
"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."