Join us in Austin September 25-27, 2025!
Showing up early is what gets you ahead—#XYPNLIVE 2021 is no exception. Take away even more knowledge and inspiration by attending a Pre-Con event.
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. The programs will not be recorded or available on-demand. Pre-Cons will be held on Sunday, November 7 and Monday, November 8.
Presented by Louis Vollebregt and Scott Frank
Event Details
Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA that helps families and professionals align their money with life.
He is passionate about pursuing a life-long learning model in order to best serve his clients and holds the Chartered Financial Analyst (CFA), Certified Financial Planner‚ (CFP), and Registered Life Planner (RLP) designations.
When he's not helping clients pursue their financial goals, you'll find Scott co-hosting, Real Personal Finance, where he and another financial advisor break down listener‚ personal finance questions into easily digestible answers, training advisors the EVOKE process at the Kinder Institute of Life Planning, surfing, or hanging out in Cardiff, where he lives with his wife and two boys.
×A Kinder Institute Master Trainer, Louis Vollebregt studied sociology, anthropology and psychology with the University of Groningen but eventually shifted to a career in financial services instead. He has several decades experience in various management and sales positions with Equity & Law/AXA in the Netherlands and developed leading financial planning programs for financial advisers. In 2004 he founded his own business, Means in Progress, and remains an active executive management coach and trainer focused on business and personal effectiveness; his clients include several large companies in the financial industry. For the past fifteen years he has incorporated Life Planning into his practice and has been an international trainer and mentor with Kinder Institute of Life Planning, working with financial advisers from around the world. Louis is also a personal Life Planner for entrepreneurs and acts as a mediator of complex business dissolutions.
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Presented by Cindu Thomas-George
This three-hour interactive workshop will examine fundamental concepts and theories that will help lay the foundation necessary to develop inclusive and equitable financial advisors. This professional development experience will equip participants with knowledge and skills that are necessary to cultivate an inclusive financial advising business that fosters a welcoming organizational culture and a sense of belonging for both employees and clients.
Workshop Learning Modules:
Event Details
Cindu Thomas-George is the Founder and Principal Trainer of Shakti Diversity and Equity Training. As a DEI practitioner, she designs and facilitates professional development experiences that promote equity, inclusion, anti-racism, and intercultural competence. Cindu is also an award winning tenured professor of Communication Studies at the College of Lake County. In her sixteen years of working as a diversity educator, she has developed a mastery of creating and facilitating impactful learning experiences that equip employees with the knowledge and skills necessary to be advocates of diversity and agents of change who are empowered to work towards cultivating an inclusive and equitable organizational culture.
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Presented by Joe Messinger, CFP® and Heather Jarvis, J.D.
If you’re serving Gen X or Gen Y clients, college planning is key. 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, both for their kids and for themselves. Most advisors aren’t prepared to answer their questions and serve them effectively. Are you?
Your ideal clients need you to be informed about financial aid and student loans. They’re looking for answers. We have them. Join the profession’s leading experts on college funding and student loans to learn how you can attract and serve ideal clients by addressing their biggest financial concerns!
This full-day workshop aims to give you the knowledge and tools you need to help clients navigate the college funding investment. Via a full day of in-person training and discussion, Joe and Heather will give you the technical college-planning and loan-repayment skills, as well as practice-management resources and hacks you need, to serve Gen X and Y.
Are you ready to join us this fall?
Key Takeaways:
Event Details
Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners, founder of Capstone College Partners, and co-founder of College Aid Pro ™.
Joe is passionate about Captone’s College Pre-Approval™ process. Through his speaking and educational workshops, he guides fellow advisors through a process that allows families to reach better financial outcomes, and eliminate the stress & anxiety they have around paying for college.
This process addresses an acute need of Gen-X families trying to make a $100,000 to $250,000 investment in college for each student. Financial advisors are blown away when they understand the message, and learn how the College Pre-Approval™ system can work for their practice!
As a financial advisor himself, Joe is dedicated to spreading the message of College Pre-Approval™ through speaking engagements, webinars, and presentations.
×Heather Jarvis graduated from Duke University School of Law cum laude owing $125,000 in student loans and facing 30-years’ worth of $1,200 monthly payments. No one ever told Heather that she couldn’t afford to go to Duke, even though, um, she couldn’t. Her mother was a modestly paid executive assistant and her father a mostly unemployed Shakespearean actor.
Heather didn’t realize she couldn’t afford an expensive education until after she got one.
Duke Law’s generous loan repayment assistance program made it possible for Heather to eschew the money without defaulting on her student loans (Go Devils!). She will always be grateful that Duke enabled her to continue ignoring her own financial security in pursuit of her irresistible urge to stand up for people in trouble.
Widely recognized by school professionals and media representatives as an expert source of information, Heather has trained thousands of students and professionals and is sought after for her sophisticated legal knowledge and accessible teaching style.
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Presented by Jerry Kauffman, Certified EOS Implementer and Arlene Moss, Executive Business Coach
At XY Planning Network, we built our business using the Entrepreneurial Operating System (EOS). The EOS system gave us a toolkit, quarterly cadence, and common language to run our business.
In this interactive workshop, XYPN’s Certified EOS Implementer, Jerry Kauffman, will provide an overview of the EOS model and the tools you need to apply it to your firm. Arlene Moss, XYPN’s Executive Business Coach, will join Jerry to share her insight from working with and coaching XYPN members who have implemented EOS.
For the solopreneur, sessions will help you build a foundation for growth, and if your firm has multiple teammates, they will include a number of interactive activities to work with your team to begin to apply EOS concepts and tools.
You’ll leave with an understanding of how EOS tools can be directly applied to your firm for immediate benefit and impact, and will learn to look at your business in a whole new way. Join us in Denver this fall and see how the EOS system can help you solve issues, increase accountability, and gain Traction®!
What is EOS?
EOS® (Entrepreneurial Operating System) is a complete and proven set of simple concepts and practical tools that has helped thousands of leadership teams get better at three things:Event Details
Arlene Moss, XYPN’s Executive Business Coach, has been coaching and nudging fee-only planners since 2004. Arlene helps financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Arlene works to ensure financial planners are able to help their clients prosper while creating a sustainable business model.
Specializing in fee-for-service planners in the independent RIA space allows her to focus her development and coaching on specific issues. Through XYPN group training, public speaking, and XYPN Academy content, planners get the support they need to grow their businesses and overcome the challenges that come their way. Arlene is based in Colorado Springs, Colorado.
×Jerry Kauffman, Certified EOS Implementer, Jerry is passionate about helping entrepreneurial organizations succeed. In his current role as a Certified EOS® (Entrepreneurial Operating System) Implementer, he works with entrepreneurial leaders and their leadership teams to help them to take the vision for the company and turn it into reality.
Jerry is a native of Montana, graduating from Montana State University in Bozeman in 1986 (BSME with IE Minor). He began his business career with 14 years with 3M Company in several manufacturing locations in engineering and management roles. In 2000, Jerry joined Windings, Inc., a small contract manufacturing company (employee owned) producing custom electrical motors, and wound components for a range of markets, including aerospace, medical, oil gas, and factory automation. He was with the company for 16 years, serving the employee owners for the last 7+ years of his tenure as company President.
Jerry has a heart for small business and helping entrepreneurial organizations and their employees succeed. He is active in his community, serving on several volunteer boards centered around youth, education, and local economic development. He is also on the board of a company that provides housing and services to developmentally disabled individuals.
With 3 children successfully launched, Jerry currently lives in Montana with his wife where they enjoy daily visits from wildlife in the yard and the horses across the street. He serves clients in Montana and around the country as needed.
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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 >