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We now have a virtual pass available for our XYPN15 conference. The material will be available 4-6 weeks after our live event. We will be in touch with details.
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The XY Planning Network National Conference is the premier conference for financial advisors that specialize in working with Generation X & Generation Y clients. In addition to lots of networking opportunities with other advisors, this conference features four educational tracks:
Track 1: General Sessions:
Carl Richards hosting a Master Communicator workshop
Heather Jarvis hosting a workshop on Student Loans
Michael Kitces focusing on the future of the financial planning profession
Track 2: Practice Management to help you better run and grow your business
Track 3: CFP Continuing Education Track with up to 10 hours of CFP CE credit
Track 4: Technology Training Workshops where vendors train advisors on the most effective ways to use their products
If you’re looking for a relaxed conference atmosphere, where you can network with some of the top advisors working with next-generation clients, then this is the conference for you.
Also note that this conference ends just before FinCon, the financial bloggers conference. We encourage you to stay for FinCon, so you can receive top-notch education on content and social media marketing, using new forms of media to reach clients, awesome networking, and more
XY Planning Network (www.xyplanningnetwork.com) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
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