The #XYPNLIVE 2019 schedule is live 

35 sessions, six add-on opportunities, three keynotes - one amazing conference.

Breakout sessions are organized into five tracks: Compliance/Operations, Financial Planning, Investment Solutions, Practice Management, and Sales/Marketing. You're sure to find relevant, expert-led content perfect for where you're at with your business. 

For content announcements, follow us on Twitter @XYPlanning.

Note: Schedule is subject to change. 

 
#XYPNLIVE 2019 in St. Louis

 

Discover More

Explore Keynote Sessions

Meet Our Speakers

 Register for Add-Ons

Browse Exhibitors

 

Explore Sessions by Track

Compliance/Operations

Financial Planning

Investment Solutions

Practice Management

Sales/Marketing

 

Session Levels
Look for in the schedule to find the session level

Launch: Ideal for advisors in the process of launching or who have recently launched their firms. 
Refine and Grow: Ideal for advisors who have built a solid foundation for their business, and are now focused on growth.
Scaling: Ideal for advisors thinking long-term on how to scale to the business of their dreams. This level is divided into three sub-categories: Small Giant, Lifestyle Firm, and Enterprise Firm.

 

Check out our blog, An Inside Look At How We're Designing #XYPNLIVE 2019, for a behind the scenes look at how the schedule was built.