Welcome to XYPN LIVE 2018! As you can see, we are still putting some finishing touches on our schedule. Stay tuned to @XYPlanning on Twitter for announcements. Schedule is subject to change.

Sunday, September 23

7:30 AM - 8:30 AM: Pre-Conference Registration

8:30 AM - 4:30 PM: Pre-Conferences

Fly in a day early for even more learning! Pre-cons are offered as an add-on to the main conference and are priced separately. Registration and payment for these events are handled directly through pre-con organizers (please find links to register in the descriptions of these events). Pre-conferences take place on site at the XYPN LIVE venue and include morning coffee and a catered lunch from 12:00 - 1:00 PM.

The College Pre Approval™ Experience with Joe Messinger

Paying for college tuition is the #1 financial concern for most mass-affluent Gen X families. The College Pre Approval™ process guides clients through a process that allows families to save on the cost of college, and eliminate the stress & anxiety they have around paying for it. When you learn how to help families solve their #1 financial concern, you're setting yourself apart from every other advisor, and building the trust and confidence that leads to lifelong client relationships. Get on the path to become part of the 1% who really "get" college planning. To learn more and to register for this pre-conference, please visit Joe's registration page.

Student Loan Immersion Workshop with Heather Jarvis
Attract new clients and build a profitable practice by providing what young professionals want the most: money-saving student loan advice they can rely on. Student loans are complicated and no one explains this stuff better than Heather Jarvis, a gifted instructor and the nation’s leading student loan expert. You get it all: Heather's practice tools, checklists, calculators, templates, and procedures to expand your client base and develop this vital niche. Includes admission to the afternoon Master Class.  For more information and to register, please visit Heather's registration page. XYPN LIVE attendees, use the code XYPN18 to receive $100 off the regular rate.

Afternoon Master Class
Just when you thought you were getting the hang of these pesky student loan cases, Congress up and proposed major changes to repayment and forgiveness provisions. This advanced session delivers experienced advisors a content rich, practice-ready, student loan update from the expert herself, Heather Jarvis. Join us for critical updates on Higher Education Act Reauthorization, the PROSPER Act and it's ONE Loan Program, what happens now for existing Direct Loan borrowers, and up-to-the-minute policy change analysis. To register for the Master Class only, please register here directly with Heather Jarvis.

3:00 PM - 7:00 PM: XYPN LIVE Registration Open

6:00 PM - 9:00 PM: Welcome Reception

9:00 PM - 12:00 AM: Hospitality Suite


Monday, September 24

7:00 AM - 8:30 AM: Breakfast

7:00 AM - 4:15 PM: Registration Open

8:15 AM - 5:30 PM: Childcare Available

8:30 AM - 10:00 AM: Opening Remarks with Michael Kitces & Alan Moore

10:00 AM - 10:15 AM: Break

10:15 AM -11:30 AM: Breakout Sessions 

Session to be announced.
Session to be announced.
Session to be announced.
Session to be announced.

11:30 AM - 1:15 PM: Networking/Study Group Lunch On Your Own

1:30 PM - 2:30 PM: Keynote

2:30 PM - 2:45 PM: Break

2:45 PM - 4:00 PM: Breakout Sessions 

Session to be announced.
Session to be announced.
Session to be announced.
Session to be announced.

4:00 PM - 4:15 PM: Break

4:15 PM - 5:05 PM: Breakout Sessions

Session to be announced.
Session to be announced.
Session to be announced.
Session to be announced.

Dinner on Your Own

9:00 PM - 12:00 AM: Hospitality Suite


Tuesday, September 25

7:00 AM - 8:30 AM: Breakfast

8:15 AM - 5:30 PM: Childcare Available

8:30 AM - 9:30 AM: Keynote TBA

9:30 AM - 12:00 PM: Exhibit Hall Open

12:00 PM - 1:45 PM: Lunch

12:30 PM - 1:45 PM: FinTech Competition

1:45 PM - 5:30 PM: Exhibit Hall Open

5:30 PM - 6:15 PM: Break

6:30 PM - 9:30 PM: Closing Party

9:30 PM - 12:00 AM: Hospitality Suite 


Wednesday, September 26

7:00 AM - 8:15 AM: Breakfast

8:15 AM - 12:30 PM: Childcare Available

8:30 AM - 9:25 AM: Breakout Sessions

Session to be announced.
Session to be announced.
Session to be announced.
Session to be announced.

9:25 AM - 9:40 AM: Break

9:40 AM - 10:55 AM: Breakout Sessions

Session to be announced.
Session to be announced.
Session to be announced.
Session to be announced.

10:55 AM - 11:10 AM: Break

11:10 AM - 12:10 PM: Keynote TBA


Thursday, September 27

8:00 AM - 5:00 PM: Post-conference* - Dimensional Fund Advisors Regional Development Conference

*offered as an add-on event; priced separately; please register with DFA.

Main Conference at a Glance

7:00 AM 8:30 AM Breakfast
7:00 AM 4:15 PM XYPN LIVE Registration Open
8:15 AM 5:30 PM Childcare Available
8:30 AM 10:00 AM Opening Remarks with Alan & Michael
10:00 AM 10:15 AM Break
TBD TBD Coaches' Corner
10:15 AM 11:30 AM Session: Start My Firm
10:15 AM 11:30 AM Session: Run My Firm
10:15 AM 11:30 AM Session: Grow My Firm
10:15 AM 11:30 AM Session: Continuing Education
11:30 AM 1:15 PM Networking/Study Group Lunch (on your own)
1:30 PM 2:30 PM Keynote TBA
2:30 PM 2:45 PM Break
2:45 PM 4:00 PM Session: Start My Firm
2:45 PM 4:00 PM Session: Run My Firm
2:45 PM 4:00 PM Session: Grow My Firm
2:45 PM 4:00 PM Session: Continuing Education
3:00 PM 7:00 PM Exhibitor Registration
4:00 PM 4:15 PM Break
4:15 PM 5:05 PM Session: Start My Firm
4:15 PM 5:05 PM Session: Run My Firm
4:15 PM 5:05 PM Session: Grow My Firm
4:15 PM 5:05 PM Session: Continuing Education
9:00 PM 12:00 AM Hospitality Suite
7:00 AM 8:30 AM Breakfast
8:15 AM 5:30 PM Childcare Available
8:30 AM 9:30 AM Keynote TBA
TBD TBD Coaches' Corner
9:30 AM 12:00 PM Exhibit Hall
12:00 PM 1:45 PM Lunch
12:30 PM 1:45 PM FinTech Competition
1:45 PM 5:30 PM Exhibit Hall
5:30 PM 6:15 PM Break
6:30 PM 9:30 PM Closing Party
9:30 PM 12:00 AM Hospitality Suite
7:00 AM 8:15 AM Breakfast
8:15 AM 12:30 PM Childcare Available
TBD TBD Coaches' Corner
8:30 AM 9:25 AM Session: Start My Firm
8:30 AM 9:25 AM Session: Run My Firm
8:30 AM 9:25 AM Session: Grow My Firm
8:30 AM 9:25 AM Session: Continuing Education
9:25 AM 9:40 AM Break
9:40 AM 10:55 AM Session: Start My Firm
9:40 AM 10:55 AM Session: Run My Firm
9:40 AM 10:55 AM Session: Grow My Firm
9:40 AM 10:55 AM Session: Continuing Education
10:55 AM 11:10 AM Break
11:10 AM 12:10 PM Keynote:TBA
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Presenters