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Join us in Austin September 25-27, 2025!
Stay a day or two after #XYPNLIVE(ish) 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. Post-Conference events will be held on Thursday, October 15 and Friday, October 16.
Presented by Candice Carlton
In this one-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
Candice Carlton is a passionate Communications and Marketing Strategist with deep expertise in the RIA space. She believes authenticity is the best strategy and that every single person has a unique story to tell.
She has coached 100’s of advisors on how to powerfully connect with prospects and clients, designed client communication and social media strategies for the #2 Baron's Ranked RIA in the US and even produced and directed influencer interviews on Client Experience, Living Richly and “Happiness ” as well as hosting and producing 1000+ “tv” shows on topics ranging from market updates, to growth coaching and style tips for advisors.
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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 post-conference event to learn how you can change the way America shops for college!
Event Details
Presented by Emily Purdon
XYPN is bringing together our core technology partners for a one-day post-conference event focused on how to leverage technology to enhance your core processes and run your business more efficiently. With 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
Presented by George Kinder // Workshop Sold Out
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
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.
