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#XYPNLIVE 2021

November 8-11, 2021 | Denver, CO & Virtual

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.
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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.

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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. 

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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. 

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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, you'll have the opportunity to craft your own conference by voting on key event details over the coming months. That means the earlier you buy your pass, the more say you'll have.

Voting for the next topic will open soon!

What's all the hype about?
Targeted Content Sessions

Targeted Content Sessions

Easily identify the sessions most relevant to your needs. Choose one track to follow for the week or bounce between.
Community Connections

One-On-One Advice

Sit down with one of our coaches. Receive answers to YOUR questions and advice specific to YOUR firm. 
One-on-One Advice

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-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.
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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.

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.
Final Price

$349

XYPN Members & Students

GET YOUR PASS
NON-XYPN MEMBER
Final Price

$599

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
GET YOUR PASS

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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 >

Past Conferences

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