Add-On Events

Maximize your time in Denver by attending pre- or post-conference events

Expand Your Conference Experience by Attending Pre- or Post-Con Events

Fly in a day early or stay a day late for even more learning! 

Registration and payment for these events are handled directly through their organizers. All add-ons are in addition to the main conference and are priced separately. Please find the links to register in the descriptions of these events below. 

Pre-conference events will be held on Friday, October 9, 2020, and Saturday, October 10, 2020, and the post-conference event will be held on Wednesday, October 14, 2020.

 

2-Day Pre-Conference | Friday, October 9 & Saturday, October 10 2020

George Kinder

Seven Stages of Money Maturity® 2-Day Workshop

presented by George Kinder

Learn the life planning listening and relationship skills to build trust and inspire your client to action. This workshop trains advisers to improve their listening, relationship and inspirational skills, and teaches a psychology of money that models integrity and delivers freedom. It makes clear what a life plan is versus just a financial plan.

Event Details

  • Cost: $845 before August 9, 2020. $945 after August 9, 2020. Registration cost includes lunch on both days. 
  • When: Friday, October 9 | 8:30 a.m. - 5:30 p.m. & Saturday, October 10 | 8:00 a.m. - 4:00 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Register through the Kinder Institute. 

1-Day Pre-Conference | Saturday, October 10 2020

Candice Carlton

A BluePrint for Kickass Video - The Live Workshop

presented by Candice Carlton

In this 1 – Day Intensive, Advisors will learn a blueprint for creating a kickass video with real-time execution + coaching. We’ll share our top tips for making high impact videos and take you through everything we’ve learned from pre to post-production.

This is not a theoretical workshop- you will be testing and creating the whole way. You’ll practice sharing your videos with other work-shoppers, receive 1/1 coaching and be in active creation getting comfortable and GOOD on camera.

Event Details

  • Cost: $599
  • When: Saturday, October 10 | 8:30 a.m. - 4:00 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Register through FiComm. Space is limited to the first 24 registrants

 
Heather Jarvis
Joe Messinger

College Funding and Student Loan Workshop

presented by Heather Jarvis & Joe Messinger

Paying for college just isn’t what it used to be. The sticker price for a college education is now between $100,000-$320,000 per student – if you graduate in four years.

So, what are we as financial planners doing to help our clients? Gen X and Gen Y families need help reducing the cost of college and navigating loan repayment. Are you prepared to answer their questions?

Join the profession’s leading experts on college funding and student loans to learn how you can attract and serve clients by addressing their biggest financial concerns!

Join us for this pre-conference event to learn how you can change the way America shops for college!

Event Details

  • Cost: $249 through April 30, 2020. $399 beginning May 1, 2020. Registration cost includes lunch. 
  • When: Saturday, October 10 | 8:30 a.m. - 4:00 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Register through College Aid Pro. 

 
Emily Purdon

XYPN Tech Bootcamp

hosted by Emily Purdon

XYPN is bringing together our core technology partners for a one-day pre-conference event focused on how to leverage technology to enhance your core processes and run your business more efficiently. With 50- minute sessions led by each of our partners, you will receive best practices for integrating into your business and enhancing your client experience with the technology. These sessions will be designed for existing users of the technology and you will be able to get all of your questions answered while learning from how other members are leveraging our tech stack.

Event Details

  • Cost: There is no additional cost to attend
  • When: Saturday, October 10 | 9:000 a.m. - 3:30 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Register through XYPN.

 
PAUSE 2020

PAUSE Business Strategy Summit

Calling all PAUSE and Xcelerate attendees past and present! Spend a full day before #XYPNLIVE creating your action plan to take the next steps with your business. 

In this workshop, we’ll review the tools you created in Pause and hear from experts in human resources, firm valuation, and firm finances on how to go from the theory and diagnosis to implementing your plans for your firm. 

Event Details

  • Cost: There no additional cost to attend. Must be a current or former participant of XYPN PAUSE or Xcelerate 
  • When: Saturday, October 10 | 8:000 a.m. - 4:00 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Request invitation through XYPN.

 
Steve Crawford

Become Your Clients Spending Coach

presented by Steve Crawford

This workshop is based on Steve's "Your Spending Coach" (YSC) program that was developed from his very own process and has been a huge part of his own client process at Experience Wealth (his Financial Advisory firm). The process he developed in Experience Wealth has led to amazing client Savings results compared to what the Average Aussie saves because it focusses on 3 key areas:

  1. How to help clients find a reason to save in the first place - by linking it to their Lifestyle and Financial Goals
  2. Teaching them how to use the three drivers of a great Savings result - Budgeting, Banking and Cashflow Reporting (this is your PSSP - see below)
  3. By giving them access to a Coach that helps them get the most out of their PSSP

Event Details

  • Cost: $297 for first 25 registrants; $447 regular. Lunch is included in registration.
  • When: Saturday, October 10 | 8:30 a.m. - 4:30 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Register through The Advice Movement.

Post-Conference | Wednesday, October 14, 2020

DFA_200x200

Dimensional Fund Advisors Foundations Conference

This is a one-day event designed for advisors who do not currently have a business relationship with Dimensional. The conference features senior-level Portfolio Managers and Regional Directors who speak on foundational topics, such as research on the dimensions of investing, Dimensional’s philosophy and integrated investment process, and the equity and fixed income strategies available to advisors.

Event Details

  • Cost: There are no additional fees association with this event. Lunch included in registration.
  • When:Wednesday, October 14 | 8:00 a.m. - 5:00 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Request invitation through DFA.
Hear what our attendees are saying...
Jeffrey Stewart

Jeffrey Stewart, CFP®, CRPC®

Founder - Lucid Wealth Planning LLC

"It was the best conference I've attended."

Riley Poppy

Riley Poppy, CFP®, BFA™, CTS™

Founder - Ignite Financial Planning

"I signed up last minute and glad I did! As a first year member, this conference is a no-brainer."

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