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 and On-Demand Events

Click the listings below for more information about upcoming and on-demand events. On behalf of the entire  XY Planning Network community, welcome.

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Free conference SWAG, without leaving home

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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

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Upcoming Appearances

Meet XYPN at an event near you

TD National LINC 2018

Meet Stacey Unruh, XYPN Director of Membership
January 31 - February 3, 2018 
Orlando, Florida
 
Meet Stacey Unruh, XYPN Director of Membership
February 22 - 23, 2018
Arlington, Virginia
 
Meet Stacey Unruh, XYPN Director of Membership
October 8 - 9, 2018
Minneapolis, Minnesota
 
Meet Stacey Unruh, XYPN Director of Membership
June 9 - 14
Las Vegas, Nevada