Community & Connection
Tap into the Community
Get ready to walk away with fresh ideas, new solutions, and—most importantly—meaningful connections.
The most important part of membership is the Community—that’s what we’re all about—so let’s get you plugged into our network at XYPN LIVE.
From raising fees to hiring employees, your network gives you the confidence to know your worth. Let’s take your network one step further.
Find Your Fit
Community Access
Unlock the full potential of your XYPN LIVE experience.
Networking Breakfasts
Roundtables
Roundtables give you the chance to claim your seat at the table and connect with advisors who share your values, firm journey, or have similar identities.
Workshops
Walk away with tangible takeaways to implement into your business right away with Workshops.
Speed Networking
Receptions
Member Advisory Board
Sylvie Scowcroft, CFP® | The Financial Grove
Philip Weiss, CFA®, CPA, RLP® | Apprise Wealth Management LLC
Britton Gregory, CFP® | Seaborn Financial, LLC
Cynthia Meyer, CFA®, CFP®, ChFC® | Real Life Planning LLC
There's a lot to keep track of as a firm owner.
Take a break from working IN your business to work ON your business.