Share your experiences and expertise with the community
You can sign up to receive information about future #XYPNLIVE session submissions by joining our email list.
Session submissions for #XYPNLIVE 2020 followed this process:
Content sessions will be categorized into the following five (5) content tracks to help attendees identify which sessions fit their needs and objectives.
Our diverse attendees will be at different stages in their firm's journey—from just starting out to expanding their team.
Our attendees want to learn how to best build, grow, and scale their financial planning firms.
They want to hear what sales and marketing tactics will connect them with the right clients.
They want the tools and processes to help them run their best firm while staying compliant.
And they want actionable advice.
That's why each content session submission is required to include three key takeaways for session attendees.
The deadline to submit your session proposal depends on the content track for which your submitting.
Deadlines by content track are:
Speakers will be notified two weeks after the close of submissions. Speakers will have 48 hours from notification to sign and return the speaker agreement and submit the required speaker information.
Notification dates by content track are:
Our sincere gratitude and a complimentary pass to #XYPNLIVE 2020.
If you've already purchased your pass for #XYPNLIVE 2020, we will be happy to refund you for your pass should your session be selected.
Yes—we are excited to receive all of your session proposals! We only ask you do not submit the same proposal for multiple content tracks.
Yes—the more the merrier! Please include the name for each speaker or panelist on your submission. Only those listed on the submission will be allowed to present if your session is selected.
Each submission must include the following to be considered:
Only speakers who are included on the session submission will be allowed to present if your session is selected.
Yes, you will have 48 hours after the notification of your session's acceptance to submit the following required speaker information. Please note, if your session has multiple speakers or panelist, each presenter will need to submit this information by the deadline:
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.
