Looking to attend XYPN LIVE 2027?
Join us in Seattle September 21 - 23, 2027!
Join us in Seattle September 21 - 23, 2027!
XYPN LIVE is heading to San Diego, CA to bring the people, solutions, and support that matter most together.
Put your growth first with actionable client strategies and insights (plus you can earn CFP® CE Credits!)
We’re bringing the industry’s top experts to the main stage to inspire, educate, and show what’s possible.
Gain trusted insights from peers at 1:1's, meals, and meet-ups, so you can return to your firm ready to take action with confidence.
Discover endless possibilities with the handpicked partners, resources, and solutions designed to elevate your firm.
Add optional sessions before or after the main conference to gain extra strategies and maximize your impact.
See how XYPN members use tech every day with hands-on demos at the Expo Stage.
Explore the keynote lineup
A first look at the Keynote sessions defining XYPN LIVE, hand-picked to help you reimagine the future of your firm.
Sarah Asebedo, Ph.D., CFP®, is the Director of the School of Financial Planning and an Associate Professor in the College of Health and Human Sciences at Texas Tech University. Her goal is to connect research and financial planning practice. She spearheads research focused on financial planning theory, client relationships, and financial health.
Liz Hand, CFP®, ACC is the CEO of Pleasant Wealth, where she helps individuals navigate financial decisions with clarity and confidence. Blending financial planning with executive coaching, her work focuses on the connection between money, behavior, and life transitions through her “Soul & Structure” approach.
Andy Millard, CFP® | Andy Millard Advisory
Now is the best time to make plans to join us in San Diego, CA. Our room block for XYPN LIVE at the Sheraton San Diego Resort is now full, so we’ve added a list of nearby stays.
members & non-members
11-time recipient of Kitces.com Top Advisor Conference designation, XYPN LIVE is where advisory firms lean into the future of their firms.
XYPN LIVE is your runway to dig deeper into the solutions, connections, and energy that make your independence possible.