The #XYPNLIVE 2019 schedule is taking shape! 

As you can see, we're still putting finishing touches on our schedule. Take a peek behind the curtain to see how we're designing the ultimate content schedule for 2019; check out our blog, An Inside Look at How We're Designing #XYPNLIVE 2019. For content announcements, follow us on Twitter @XYPlanning.

Note: Schedule is subject to change. 


Sunday, September 8

TBA: Pre-Conferences

TBA: Welcome Reception


Monday, September 9

9:00 AM - 10:30 AM: Conference Kick-Off with Alan Moore & Michael Kitces

10:30 AM - 10:40 AM: Break

 10:40 AM - 11:30 AM: Session 1 - Choose your session

Session Title Presenter/Panelists Content Track Level
TBA    Sales/Marketing  
TBA    Compliance/Operations  
TBA    Financial Planning  
TBA    Practice Management  
TBA    Investment Solutions  

11:30 AM - 11:40 AM: Break

11:40 AM - 12:30 PM: Session 2 - Choose your session

Session Title Presenter/Panelists Content Track Level
 TBA   Sales/Marketing  
 TBA   Compliance/Operations  
 TBA   Financial Planning  
 TBA   Practice Management  
 TBA   Investment Solutions  

12:30 PM - 2:00 PM: Lunch

2:00 PM - 3:00 PM: Keynote - TBA with TBA

3:00 PM - 3:10 PM: Break

3:10 PM - 4:00 PM: Session 3 - Choose your session

Session Title
Presenter/Panelists Content Track Level
 TBA   Sales/Marketing  
 TBA   Compliance/Operations  
 TBA   Financial Planning  
 TBA   Practice Management  
 TBA   Investment Solutions  

4:00 PM - 4:10 PM: Break

4:10 PM - 5:00 PM: Session 4 - Choose your session

Session Title Presenter/Panelists Content Track Level
 TBA   Sales/Marketing  
 TBA   Compliance/Operations  
 TBA   Financial Planning  
 TBA   Practice Management  
 TBA   Investment Solutions   

TBD: Happy Hour sponsored by Morningstar


Tuesday, September 10

8:30 AM - 9:30 AM: Keynote - Advice-Giving for Advisors: Helpful Hacks and Cautionary Tales with Dr. Moira Somers

Moira SomersWant to know something strange about the profession of financial advising? Although they're paid for their advice, most advisors have received no formal training on how to actually give it. Their extensive training in the technical and regulatory aspects of their work is not matched by evidence-based training in how to conceptualize, craft, deliver, and support implementation of the advice they give. The result is often the delivery of perfectly sound advice that fails to address clients' needs.

This presentation will address the five factors that contribute to the successful delivery and implementation of advice. Special attention will be paid to the reasons why clients most typically seek out advice, when they are most apt to do so, and what interferes with uptake. The particular problem of mental depletion in both clients and advisors will be examined in depth. Get to know Dr. Somers.

9:30 AM - 12:00 PM: Exhibit Hall

12:00 PM - 1:30 PM: Lunch - the best St. Louis food trucks just outside the Exhibit Hall

12:00 PM - 1:30 PM: 4th Annual FinTech Competition

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

TBD: Closing Party


Wednesday, September 11

8:30 AM - 9:20 AM: Session 5 - Choose your session

Session Title Presenter/Panelists Content Track Level
TBA   Sales/Marketing  
TBA   Compliance/Operations  
TBA   Financial Planning  
TBA   Practice Management  
TBA   Investment Solutions  

9:20 AM - 9:30 AM: Break

9:30 AM - 10:20 AM: Session 6 - Choose your session

Session Title Presenter/Panelists Content Track Level
TBA   Sales/Marketing  
TBA   Compliance/Operations  
TBA   Financial Planning  
TBA   Practice Management  
TBA   Investment Solutions  

10:20 AM - 10:30 AM: Break

10:30 AM - 11:20 AM: Session 7 - Choose your session

11:20 AM - 11:30 AM: Break

11:30 AM - 12:30 PM: The Narrative Imperative: Understanding Your Story to Help Clients Find Theirs with Tim Maurer

Tim Maurer

We each have a unique story and an innate yearning for creating a narrative of our lives, as do our clients. Regardless of our technical capabilities, without the ability to see a client interaction as one in which we come beside them on their journey, joining our story with theirs, our ability to have a meaningful and lasting positive impact in their lives is limited. The ability to draw a story from our clients, helping them craft their own narrative, enables us to demonstrate how their lives and finances intersect. But without the ability to recognize and articulate our own story, we’re unable to effectively ignite those of others. 

Financial planning is often limited to the study of our present and the creation of a design for our future. But we forget that recognition of our past helps explain our present and, without a better understanding, often dictates our future. Therefore, prior to writing the future of our story, we must explore its earlier chapters, both as planners and clients.
Get to know Tim.


Thursday, September 12

8:00 AM - 5:00 PM: Post-conference - Dimensional Fund Advisors 

This is a one-day event designed for advisors who do not currently have a business relationship with Dimensional. The conference features senior-level Portfolio Managers and Regional Directors who speak on foundational topics, such as research on the dimensions of investing, Dimensional’s philosophy and integrated investment process, and the equity and fixed income strategies available to advisors.

There are no fees for this post-conference, but each attendee must request an invitation from DFA. Please contact Kelly Klingaman at (512) 306-4365 or Kelly.Klingaman@dimensional.com.

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Keynotes