Events for Financial Advisors

Find Your Tribe

We’re sharing the movement from Coast to Coast! Participate in a virtual event from wherever you are, come meet us along the way at a local meet-up or industry event, and be sure to attend #XYPNLIVE, our annual conference. 

Featured Upcoming Events

Upcoming Events

Please click the listings below for more information about upcoming events. 

FREE Local Meet-Up: Fort Collins, CO
Free Virtual Event: How to Become a Marketing Master (No Experience Needed)
FREE Local Meet-Up: Portland, OR
Free Event - Understanding Intersectionality for Everyday Inclusive Practices
FREE Local Meet-Up: San Diego, CA
Member's Only Event: XYPN BUILD in Dallas
FREE Local Meet-Up: Reston, VA
FREE Local Meet-Up: Colorado Springs, CO

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
June MPC Thumbnail
What 2050 Trailblazers Taught Me About DEI
Free Recording: How XYPN Helps Advisors Succeed
On-Demand Event: Ask Me Anything with Alan and Michael
On-Demand Event: Building a Client Base in Year One
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February 2019 MPC Thumbnail - Recorded
Investment Management and Fee-Only Planning: How to do Both (Successfully!)
July 2019 Quarterly Conversation - Making the Most of Mentorship
On-Demand Event: Secrets to Surviving Your First Year as a Firm Owner
Pricing Your Services
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January 2019 Event Thumbnail_Recorded
Niche 911 On Demand Series
On-Demand Event: The Power of Niche Marketing
On-Demand Event: How to Start Loving the
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Free conference SWAG, without leaving home


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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Browse our Advisor Resources

Look for the XYPN team at these upcoming events!

Download the Member Benefits Directory in advance and stop by the booth to get all your questions answered.

FPA Annual Conference 2019
Oct 16-18 | Minneapolis
Attending this event? Click here to download our Member Benefits Directory in advance.

2019 AFCPE Research and Training Symposium
Nov 19-21| Portland
Attending this event? Click here to download our Member Benefits Directory in advance.