*To qualify you must either be a paid member of XY Planning Network or be enrolled as a full-time undergraduate student at the time of the conference. Students are required to provide their school email address to register.
XYPN Members & Students
Until 10/18/20
XYPN Members & Students
Until 12/31/20
XYPN Members & Students
Begins 1/1/21
XYPN Members & Students
Begins 7/1/21
XYPN Members & Students
Begins 10/9/21
A discounted #XYPNLIVE pass isn't the only benefit to membership. Learn more.
Non-XYPN members
Until 10/18/20
Non-XYPN members
Until 12/31/20
Non-XYPN Members
Begins 1/1/21
Non-XYPN members
Begins 7/1/21
Non-XYPN members
Begins 10/9/21
No! Everyone is welcome at #XYPNLIVE! Content is helpful for both current fee-for-service advisors and those considering becoming a fee-for-service advisor.
There are no refunds on passes. If you have a pass and are no longer able to attend, you are able to transfer your pass to someone else. If you have a pass to transfer, sign up in this spreadsheet for help connecting with a new pass holder. See additional details below.
Absolutely. Passes can be transferred to another person before Thursday, October 28, 2021. Any fee reimbursements will take place between the original ticket holder and new ticket holder. The original ticket holder must email tori@xyplanningnetwork.com to complete the transfer. A member ticket may only be transferred to a current XYPN member. If a non-member ticket is transferred to a current XYPN member, no fee adjustment will be issued. No pass transfers after Thursday, October 28, 2021. There are no exceptions to this policy.
To qualify for student pricing, you must be enrolled as a full-time undergraduate student at the time of the conference. Students are required to provide their school email address to register.
Every attendee pass is an all-access pass. You are welcome to attend every event on the agenda including keynote presentations, breakout sessions, social events, the exhibit hall, and more.
Pre- and post-conferences are offered separately through XYPN members and partners, and are not included in your attendee pass. XY Planning Network does not manage registration for these events or collect payment; registration and any payments are collected by the organization hosting the pre- or post-conference.
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 >