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
January 2019 Event Thumbnail_Live
Pause Event Thumbnail

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
June MPC Thumbnail
Event Thumbnail (23)
Event Thumbnail-1
Pricing Your Services
Event Thumbnail (25)

Free conference SWAG, without leaving home


Download our Free Book

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...

Browse our Advisor Resources

Subscribe to Email Updates

Upcoming Appearances

Meet XYPN at an event near you


2018 FPA Austin
Meet Stacey Unruh, XYPN Director of Growing the Movement
October 25, 2018
Austin, Texas
Headed to FPA Austin? Grab our comprehensive Member Benefits Directory now! 

Meet Stacey Unruh, XYPN Director of Growing the Movement
October 28-29, 2018
West Allis, Wisconsin
Headed to FPA Wisconsin? Grab our comprehensive Member Benefits Directory now! 

IMCA Private Wealth Forum

Hear Michael Kitces, Co-Founder of XYPN
October 29, 2018
Chicago, Illinois

Meet Stacey Unruh, XYPN Director of Growing the Movement
November 7-9, 2018
Novi, Michigan
Headed to FPA Michigan? Grab our comprehensive Member Benefits Directory now! 

Meet Lindsey Harrington, XYPN Growth Guru
November 14-16, 2018
Norfolk, Virginia 
Headed to 2018 AFCPE? Grab our comprehensive Member Benefits Directory now!