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. 

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FPA Residency 2018- Powered by XYPN
 
 
 
 

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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Virtual Conferences
Pricing Your Services
 
 
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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...

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Upcoming Appearances

Meet XYPN at an event near you

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

FPA Dallas / Fort Worth

Hear Michael Kitces, Co-Founder of XYPN
Meet Stacey Unruh, XYPN Director of Growing the Movement
Meet Brandon Moss, Director of XY Investment Solutions
May 16-17, 2018
Dallas, Texas
Headed to FPA DFW? Grab our 70+ page Member Benefits Directory now!

FPA Greater Indiana

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

NAPFA Spring

Meet Lindsey Harrington XYPN Growth Guru
Meet Alan Moore, XYPN Director of Speeding Things Up
May 17-19, 2018
Wild Horse Pass, Pheonix, Arizona
Headed to NAPFA? Grab our 70+ page Member Benefits Directory now!

FPA NorCal

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

FPA New York & NexGen Summit

Meet Stacey Unruh, XYPN Director of Growing the Movement
June 1, 2018
Hear Alan Moore, Co-Founder of XYPN and Director of Speeding Things Up
June 2, 2018
Vanderbilt Hall, New York
Headed to FPA New York? Grab our 70+ page Member Benefits Directory now!

FPA Central Virginia

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

AICPA Engage

Meet Stacey Unruh, XYPN Director of Growing the Movement
June 11, 2018
Las Vegas, Nevada
Headed to AICPA? Grab our 70+ page Member Benefits Directory now!

FPA NexGen Gathering

Meet Stacey Unruh, XYPN Director of Growing the Movement
June 24-26, 2018
University of California - Santa Barbara
Headed to FPA NexGen? Grab our 70+ page Member Benefits Directory now!

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 Growing the Movement
Hear Michael Kitces, Co-Founder of XYPN
October 8-9, 2018
Minneapolis, Minnesota
Headed to FPA Minnesota Symposium? Grab our 70+ page Member Benefits Directory now!

Meet Stacey Unruh, XYPN Director of Growing the Movement
October 15-18, 2018
Philadelphia, Pennsylvania
Headed to NAPFA Fall? Grab our 70+ page Member Benefits Directory now! 

2018 FPA Austin
Meet Stacey Unruh, XYPN Director of Growing the Movement
October 25, 2018
Austin, Texas
Headed to FPA Austin? Grab our 70+ page 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 70+ page 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 70+ page Member Benefits Directory now! 

Meet Stacey Unruh, XYPN Director of Growing the Movement
November 14-16, 2018
Norfolk, Virginia 
Headed to 2018 AFCPE? Grab our 70+ page Member Benefits Directory now!