Join us in Minneapolis October 15-17, 2024!
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.
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.
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.
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.
Come as you are. #XYPNLIVE events are casual. We're t-shirt and shorts people.
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.
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.
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.
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.
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 >