This is THE can't-miss event for fee-for-service financial advisors. Why? Because even advisors need advice. Whether together in Denver or from the comfort of your couch, we’ll see you there.
Customize your conference
Every detail of #XYPNLIVE is designed just for you, so this year, we made you the designer. You’ll customize every bit of your conference to create an experience like no other.
We've gone hybrid
Join us a mile-high in Denver, CO, or from hundreds of miles away in your living room—you make the call. Seeing your smiling face, whether in-person or online, will put a smile on ours. Get the details on what’s included with our virtual and in-person options by visiting our Passes & Pricing page.
Your conference, your call
Different advisors need different advice. We understand that better than anyone, and at #XYPNLIVE, targeted content sessions and specialized tracks assure you’ll find exactly the information you need to move your mountains and grow your business.
Cast your vote
New this year, passholders have the chance to weigh in on details of the event. From the topic of keynote presentations to the color of the conference t-shirt, it’s all up to you. Waves of voting will open exclusively for passholders. Grab your pass now to cast your vote and call the shots.
Customize your experience
This year, we're putting the power in your hands! Passholders will have the exclusive chance to curate their conference experience–from the opening remarks to the closing party. Voting is now closed for the slogan that will be featured on this year's conference t-shirt, but check back soon for the next item on the ballot! Voting isn't open long, so grab your pass today and don't miss your chance to craft your conference.
What's all the hype about?
Targeted Content Sessions
Easily identify the sessions most relevant to your needs. Choose one track to follow for the week or bounce between.
One-On-One Advice
Sit down with one of our coaches. Receive answers to YOUR questions and advice specific to YOUR firm.
Community Connections
Independent but never alone. Build your support network of fellow fee-for-service advisors.
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-peernetworking. 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.
Exhibit halls are boring. Ours is anything but.
One of the most action-packed, robust days of #XYPNLIVEis 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.
Book your stay.
Snag a room at the Sheraton Denver Downtown with our $199 discounted attendee rate. Heads up! Our conference room block ends October 18, 2021.
Make plans to join us.
Just like the level of awesome, pass prices remain the same whether in-person or virtual.
MEMBER EARLY BIRD
$299
XYPN Members & Students
Until 6/30/21
FINAL PRICE: $349
NON-XYPN MEMBER EARLY BIRD
$474
Non-XYPN Members
Until 6/30/21
FINAL PRICE: $599
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, 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 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."
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
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
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