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Sep 15

XY Planning Network 2015 National Conference in Charlotte NC

By XY Planning Network

When and where

Date and time

Tue, Sep 15, 2015, 12:00 PM – Thu, Sep 17, 2015, 1:00 PM EDT

Location

The Westin Charlotte 601 South College Street Charlotte, NC 28202

Map and directions

How to get there

Description

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

Tags

  • United States Events
  • North Carolina Events
  • Things to do in Charlotte, NC
  • Charlotte Conferences
  • Charlotte Other Conferences
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XY Planning Network 2015 National Conference in Charlotte NC


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