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. 

Free Event: Ask Me Anything
 
 
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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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What 2050 Trailblazers Taught Me About DEI
 
 
Free Recording: How XYPN Helps Advisors Succeed
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February 2019 MPC Thumbnail - Recorded
 
 
Investment Management and Fee-Only Planning: How to do Both (Successfully!)
Pricing Your Services
 
 
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STAYING RELEVANT IN AN INCREASINGLY DIVERSE ENVIRONMENT Recorded
 
 
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Niche 911 On Demand Series
 
 
On-Demand Event: The Power of Niche Marketing

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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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.

Orion Ascent
Sept 4-6 | Denver
Attending this event? Click here to download our Member Benefits Directory in advance.

FINCON19
Sept 4-7 | Washington, D.C.
Attending this event? Click here to download our Member Benefits Directory in advance.

#XYPNLIVE 2019
Sept 8-11 | St. Louis
Attending this event? Click here to download our Member Benefits Directory in advance.

Insider's Forum 2019
Sept 11-13 | Nashville
Attending this event? Click here to download our Member Benefits Directory in advance.

NAPFA Fall National Conference
Oct 1-4 | Chicago
Attending this event? Click here to download our Member Benefits Directory in advance.

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.