Events for Financial Advisors

Find Your Community

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. 


On-Demand Events

Watch these pre-recorded events at your convenience by clicking on the listings below. 


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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