Actions Panel


Level up financial advising in the ways that matter most - from community to technology - and all the solutions in between.

By XY Planning Network

When and where

Date and time

September 19 · 8am - September 21 · 1pm EDT


Hilton Atlanta 255 Courtland St NE Atlanta, GA 30303

Refund Policy

No Refunds

About this event

  • 2 days 5 hours
  • Mobile eTicket
  • You are responsible for your own hotel/transportation arrangements and costs.
  • There are no pass refunds. There are no exceptions to this policy.
  • Passes can be transferred to another person before September 1, 2023. Any fee reimbursements will take place between the original ticket holder and new ticket holder. A member ticket may only be transferred to a current XYPN member. If a non-member ticket is transferred to a current XYPN member, no fee adjustment will be issued.
  • We will be filming and photographing at this event. By purchasing a pass, you are consenting to be filmed and photographed and allowing XYPN to use your image for marketing. XYPN retains the rights to images.
  • The conference schedule is subject to change.
  • Please review our Conference Code of Conduct and Safety Policy.

About the organizer

Organized by
XY Planning Network

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.