Connect at LIVE
Meet the advisors, team, and partners who make XYPN a community. Come to LIVE to make connections, share ideas, and find support for your independent path.
Frequently Asked Questions
Nope! Everyone is welcome at XYPN LIVE. Whether you’re already a fee-for-service advisor or exploring that path, you’ll find practical sessions and opportunities to connect.
We’re committed to creating a welcoming, inclusive experience. Learn more on our Diversity and Inclusion Policy page.
While refunds aren't provided, you’re welcome to transfer your pass to someone else before Tuesday, September 8th.
A member ticket may only be transferred to another current XYPN member. If a non-member ticket is transferred to a current XYPN member, no fee adjustment will be issued. Any fee reimbursements are to take place between the original ticket holder and the new ticket holder.
Please reach out to membership@xyplanningnetwork.com to start the transfer process!
Yes! Any in-person pass can be switched to a Virtual Pass with a refund for the difference in pass prices until Friday, August 21st.
After this date, the pass can still be switched to a Virtual Pass, but no refund will be provided.
Please reach out to membership@xyplanningnetwork.com to start the process!
No, pre-conferences are not included in your XYPN LIVE attendee pass.
XYPN doesn’t manage registration for these events or collect payment; registration and any payments are collected by the organization hosting the Pre-Conference. Some pre-conferences also offer continuing education (CE) credits.
Explore this year’s options and find one that fits your interests.
Come as you are! XYPN LIVE is casual, so think t-shirts, jeans, and comfortable shoes. You’ve got sessions to catch and people to meet.
Our Welcome and Closing Receptions are casual, too. Make sure to bring a layer and a rain jacket for Seattle in September.
Yes! XYPN LIVE proudly offers complimentary childcare for children up to age 12 to all attendees during the conference.
Childcare will be offered Tuesday, September 21, through Thursday, September 23. Please be on the lookout for an email in August to get your child(ren) signed up.
XYPN LIVE does offer CFP® Continuing Education (CE) only and will report your CE directly to the CFP Board, making the process as seamless as possible. We collect your CFP ID during registration, but be sure to scan at the door for each eligible session, as attendance scans are how we verify participation and report credit. This year, attendees can earn up to 14.5 CFP CE credit hours, excluding pre-conference sessions.
CE-eligible sessions will also be available on demand after the conference and can be completed for self-study credit through December 15. We’ll follow up after the event with all the details you’ll need to access recordings and complete any remaining CE.
Need documentation for self-reporting to organizations like NAPFA? You can access your CE history directly through your CFP account. Simply log in, navigate to View/Report CE in the left sidebar, and scroll to your Continuing Education Summary. From there, you can save or screenshot the page as documentation. You can also save your CE confirmation email as a PDF and use it as supporting documentation for self-reporting.
Plan to arrive Monday evening, September 20, or Tuesday morning, September 21, so you can join us for opening remarks early Tuesday afternoon. Stay through closing remarks on Thursday, September 23, then celebrate with us at the closing reception!