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
 
 
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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...

Browse our Advisor Resources

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Upcoming Appearances

Meet XYPN at an event near you

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