Conference Schedule

 

 

Session Submissions are Now Open!

Have you always dreamed of presenting at #XYPNLIVE? Here is your chance! Session proposals are now being accepted for #XYPNLIVE 2020. Speakers can submit sessions for one of our five content tracks: Marketing & Sales, Compliance & Operations, Financial Planning, Practice Management, and Investment Solutions. 

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Below is the tentative agenda for #XYPNLIVE 2020. Check back each month for a new content track to be released.

Explore sessions by track

Marketing & Sales Sessions Compliance & Operations Sessions Financial Planning Sessions Financial Therapy Sessions

 

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About XYPN

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 >

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