Events for Financial Advisors

Find Your Tribe

We’re sharing the movement from Coast to Coast! Come meet us along the way, or participate in a virtual event from wherever you are. Most events posted here are open to both members and non-members.  We'd love to meet you at our annual conference, XYPN LIVE, or join us for our next live webinar. We also participate in many industry events, so be sure to look for our XYPN T-shirts - you can't miss us. We may even have a shirt for you! 

 

Upcoming Events

Please click the listings below for more information about upcoming events. 

Niche 9-1-1
 
 
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March 2019 MPC Thumbnail - Live
 
 
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On-Demand Events

Watch these pre-recorded events at your convenience by clicking on the listings below. 

Transitioning from the B/D World
 
 
Staying Sane
 
 
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What 2050 Trailblazers Taught Me About DEI
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February 2019 MPC Thumbnail - Recorded
Pricing Your Services
 
 
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STAYING RELEVANT IN AN INCREASINGLY DIVERSE ENVIRONMENT Recorded
 
 
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Free conference SWAG, without leaving home

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Yes, you can have balance in your life while building your business. In fact, offering your services virtually allows you to reach far more potential clients. Our book, The Virtual Advisor, is THE manual you need to build an independent financial advisor business that’s flexible, adaptable, and forward-thinking.

Learn how to:

  • Offer convenience and accessibility  without being limited by location
  • Handle compliance requirements
  • Market your services in a whole new way
  • Much more...

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Look for the XYPN team at these upcoming events!

Download the Member Benefits Directory in advance and stop by the booth to get all your questions answered.

Kingdom Advisors 2019 Annual Conference: Disrupt
Feb 20-22 | Orlando
Attending this event? Click here to download our Member Benefits Directory in advance.

FPA of Metro NY Annual Forum
April 29 | New York
Attending this event? Click here to download our Member Benefits Directory in advance.

IDFA National Conference 2019
May 5-9 | Nashville
Attending this event? Click here to download our Member Benefits Directory in advance.

Financial Therapy Association 2019
May 11-13| Austin
Attending this event? Click here to download our Member Benefits Directory in advance.

NAPFA Spring National Conference
May 13-16 | Austin
Attending this event? Click here to download our Member Benefits Directory in advance.

AICPA ENGAGE 2019
June 9-13 | Las Vegas
Attending this event? Click here to download our Member Benefits Directory in advance.

FINCON19
Sept 4-7 | Washington, D.C.
Attending this event? Click here to download our Member Benefits Directory in advance.

#XYPNLIVE 2019
Sept 8-11 | St. Louis
Attending this event? Click here to download our Member Benefits Directory in advance.

Insider's Forum 2019
Sept 11-13 | Nashville
Attending this event? Click here to download our Member Benefits Directory in advance.

NAPFA Fall National Conference
Oct 1-4 | Chicago
Attending this event? Click here to download our Member Benefits Directory in advance.

FPA Annual Conference 2019
Oct 16-18 | Minneapolis
Attending this event? Click here to download our Member Benefits Directory in advance.

2019 AFCPE Research and Training Symposium
Nov 19-21| Portland
Attending this event? Click here to download our Member Benefits Directory in advance.