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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Pricing Your Services
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Virtual Pass

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Staying Sane

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

Meet Stacey Unruh, XYPN Director of Membership
February 22 - 23, 2018
Arlington, Virginia


FPA St. Louis

Hear Michael Kitces, Co-Founder of XYPN
February 8, 2018
St. Louis, Missouri

CFA Institute Wealth Management

Hear Michael Kitces, Co-Founder of XYPN
March 29, 2018
Los Angeles, California

FPA Connecticut

Hear Michael Kitces, Co-Founder of XYPN
April 25, 2018
Plantsville, Connecticut

fi360 conference

Hear Michael Kitces, Co-Founder of XYPN
April 26, 2018
San Diego, California

Investment News Retirement Income Summit

Hear Michael Kitces, Co-Founder of XYPN
May 1, 2018
Chicago, Illinois

Mokan Trust and Financial Services Conference

Hear Michael Kitces, Co-Founder of XYPN
May 2, 2018
Kansas City, Missouri

Philadelphia Estate Planning Council

Hear Michael Kitces, Co-Founder of XYPN
May 3, 2018
Philadelphia, Pennsylvania

IMCA & Wealth Institute Annual Conference

Hear Michael Kitces, Co-Founder of XYPN
May 7, 2018
Nashville, Tennesse

Estate Planning Council of Birmingham

Hear Michael Kitces, Co-Founder of XYPN
May 10, 2018
Birmingham, Alabama

FPA Dallas / Fort Worth

Hear Michael Kitces, Co-Founder of XYPN
May 16, 2018
Dallas, Texas

FPA Greater Indiana

Hear Michael Kitces, Co-Founder of XYPN
May 17, 2018
Indianapolis, Indiana

FPA NorCal

Hear Michael Kitces, Co-Founder of XYPN
May 29, 2018
San Francisco, California

FPA Central Virginia

Hear Michael Kitces, Co-Founder of XYPN
June 7, 2018
Richmond, Virginia

Minnesota Society of CPAs

Hear Michael Kitces, Co-Founder of XYPN
June 28, 2018
Brooklyn Center, Minnesota

FPA Orange Country

Hear Michael Kitces, Co-Founder of XYPN
August 15, 2018
Irvine, California
Meet Stacey Unruh, XYPN Director of Membership
Hear Michael Kitces, Co-Founder of XYPN
October 8-9, 2018
Minneapolis, Minnesota

IMCA Private Wealth Forum

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

Meet Stacey Unruh, XYPN Director of Membership
June 9 - 14
Las Vegas, Nevada