--- title: XYPN LIVE 2018 Add-On Events description: Fly in a day early or stay and extra day for even more learning! Add-ons are offered in addition to XYPN LIVE and are priced separately. Pre-conferences take place on site at the XYPN LIVE venue on Sunday, September 23. --- ## Looking to attend XYPN LIVE 2026? Join us in San Diego September 29 - October 1, 2026! [Take me to LIVE 2026 →](https://live.xyplanningnetwork.com/) [![Take Me to LIVE 2024 →](https://no-cache.hubspot.com/cta/default/2275467/6dad2250-83fc-43f4-97ca-51dac5ed5b8f.png)](https://cta-redirect.hubspot.com/cta/redirect/2275467/6dad2250-83fc-43f4-97ca-51dac5ed5b8f) # 2018 Pre-Cons & Post-Con ## Add to Your Conference Experience Fly in a day early or stay a day late for even more learning! All add-ons are in addition to the main conference and are priced separately. Registration and payment for these events are handled directly through their organizers (please find links to register in the descriptions of these events). Pre-conferences take place on site at the XYPN LIVE venue on **Sunday, September 23. **The post-conference will be held** Thursday, September 27.**   **Pre-Conference A** ## **![Joe Messinger](https://live.xyplanningnetwork.com/hs-fs/hubfs/social-suggested-images/Joe%20Messinger.png?width=120&name=Joe%20Messinger.png)College Pre Approval™ Experience** ### **with Joe Messinger** Paying for college tuition is the #1 financial concern for most mass-affluent Gen X families. The College Pre Approval™ process guides clients through a process that allows families to save on the cost of college, and eliminate the stress & anxiety they have around paying for it. When you learn how to help families solve their #1 financial concern, you're setting yourself apart from every other advisor, and building the trust and confidence that leads to lifelong client relationships. Get on the path to become part of the 1% who really "get" college planning. Includes morning coffee and a catered lunch. - **Cost:** $499 - **When:** Sunday, September 23, 8:30 am - 4:30 pm - **How: [Register here](https://capstonecollegepartners.com/xypn-pre-conference-2018)**   **Pre-Conference B** ## **![Heather Jarvis](https://live.xyplanningnetwork.com/hs-fs/hubfs/Contributors/Heather%20Jarvis.png?width=120&name=Heather%20Jarvis.png)Student Loan Immersion Workshop** ### **with Heather Jarvis** Attract new clients and build a profitable practice by providing what young professionals want the most: money-saving student loan advice they can rely on. Student loans are complicated and no one explains this stuff better than Heather Jarvis, a gifted instructor and the nation’s leading student loan expert. You get it all: Heather's practice tools, checklists, calculators, templates, and procedures to expand your client base and develop this vital niche. Includes admission to the afternoon Master Class, morning coffee and a catered lunch.   - **Cost:**  $499 (XYPN LIVE attendees, use the code **XYPN18** to receive $100 off the regular rate.) - **When: **Sunday, September 23, 8:30 am -4:30 pm (includes Master Class from 3:00-4:30 pm) - **How: ****[Register here ](https://www.regonline.com/registration/Checkin.aspx?EventId=2137440)** **Afternoon Master Class** Just when you thought you were getting the hang of these pesky student loan cases, Congress up and proposed major changes to repayment and forgiveness provisions. This advanced session delivers experienced advisors a content rich, practice-ready, student loan update from the expert herself, Heather Jarvis. Join us for critical updates on Higher Education Act Reauthorization, the PROSPER Act and it's ONE Loan Program, what happens now for existing Direct Loan borrowers, and up-to-the-minute policy change analysis. - **Cost: **$99 - **When:**  Sunday, September 23, 3-4:30 PM - **How: [Click here](https://www.regonline.com/registration/Checkin.aspx?EventId=2144392) **to register for the Master Class Only   **Pre-Conference C** ## **![Audra](https://live.xyplanningnetwork.com/hs-fs/hubfs/Contributors/Untitled%20design%20(17).png?width=120&name=Untitled%20design%20(17).png)Diversity & Inclusion: Does it Really Matter?** ### **with Audra Bohannon** In the world of financial planning, what role does diversity and inclusion play?  What is its relevancy?  What is its importance?  Engage in a 3-hour workshop that will delve into the world of diversity and inclusion: unconscious bias —what it looks like and why it’s so resistant to logic; how reactions to differences can hinder or help; what does it really take to embrace differences to improve performance and increase one’s client base. Come to the session prepared to “sit in the truth” about diversity and inclusion and understand ways to leverage diversity and inclusion to gain new business. - **Cost: This pre-conference is complimentary to XYPN LIVE attendees, brought to you by the XYPN Diversity Committee.** - **When:** Sunday, September 23, 1:30 - 4:30 PM - **How: [Click here to register](https://xyplanningnetwork.wufoo.com/forms/m1tau6xs0weod6z/)** Post-Conference ## **Dimensional Funds Advisors Foundations Conference** ![Dimensional - DFA - partnerpage](https://live.xyplanningnetwork.com/hs-fs/hubfs/Partner%20Page%20Logos/Dimensional%20-%20DFA%20-%20partnerpage.png?width=240&name=Dimensional%20-%20DFA%20-%20partnerpage.png) This is a one-day event designed for advisors who do not currently have a business relationship with Dimensional. The conference features senior-level Portfolio Managers and Regional Directors who speak on foundational topics, such as research on the dimensions of investing, Dimensional’s philosophy and integrated investment process, and the equity and fixed income strategies available to advisors. - **Cost: **There are no fees associated with this event. - **When:** Thursday, September 27, 8:00 AM - 5:00 PM* - **How: [Click here for registration information ](https://live.xyplanningnetwork.com/hubfs/62822_XYPN%20Regional%20Dev%20Conf%20Invite_St.%20Louis%20ss3%20(1).pdf?t=1527175623906)**[*offered as an add-on event; priced separately; please register with DFA.](https://live.xyplanningnetwork.com/hubfs/62822_XYPN%20Regional%20Dev%20Conf%20Invite_St.%20Louis%20ss3%20(1).pdf?t=1527175623906)**** ![xypn_LIVE-transparent.png](https://live.xyplanningnetwork.com/hs-fs/hubfs/Logos/xypn_LIVE-transparent.png?width=1185&name=xypn_LIVE-transparent.png "xypn_LIVE-transparent.png") ### Pre-Con Presenters   **Audra Bohannon** is a Senior Partner for Korn Ferry Hay Group. For over 30 years, Ms. Bohannon has delivered strategic leadership and business consultation solutions that have helped move people and organizations toward their desired performance results. In her current position, Ms. Bohannon brings keen analysis and outcome-driven expertise on issues related to optimizing the contribution of a global workforce and advancing women worldwide. Her portfolio of client organizations served includes a broad range of U.S. and global industries and businesses, including building and consumer products, financial services, food and beverage, healthcare, manufacturing and retail, pharmaceutical, technology and communication, and transportation. Beyond Korn Ferry, Ms. Bohannon sits on the national boards of Community Builders and Accelerated College Experiences (ACE), and she serves on the Human Resources Committee of Big Sister Association of Greater Boston.   **Joe Messinger**, CFP®, ChFC®, CLU® is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, CollegeWire, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community. He is frequently asked to speak at industry conferences about his College Pre-Approval™ process providing continuing education for CPAs and CFPs™ through the FPA, XYPN, and OSCPA, and has been published in the *Journal of Financial Planning*. - 16 years of financial services experience - B.S. from Penn State in 2000 - Certified Financial Planner (CFP®) in 2014 - Chartered Financial Consultant (ChFC®) in 2011 - Member of FPA (Financial Planning Association) - Columbus Business First “Forty Under 40” Class of 2013   **Heather** **Jarvis** graduated from Duke University School of Law cum laude owing $125,000 in student loans and facing 30-years’ worth of $1,200 monthly payments. She has contributed to student debt relief policy for the House Education Committee and others in Congress, and has dedicated her professional efforts to advancing public service loan forgiveness which allows recent graduates to dedicate their careers to the greater good.  Heather leads efforts to establish and expand student debt relief programs and to inform borrowers, schools, and employers about how to benefit from available debt relief programs. Widely recognized by school professionals and media representatives as an expert source of information, Heather has trained thousands of students and professionals and is sought after for her sophisticated legal knowledge and accessible teaching style.  #### About Us The XY Planning Network is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers 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 [fa icon="long-arrow-right"]](https://www.xyplanningnetwork.com/advisor/) #### More Links Copyright 2026 | Designed with [fa icon="heart"] by [HubSpot](https://www.hubspot.com) [[fa icon="chevron-up"]Back to top](https://live.xyplanningnetwork.com/xypn-live-2018-pre-conferences#) ![](https://www.facebook.com/tr?id=626799554340148&ev=PageView%20&noscript=1)