#XYPN15 National Conference
Charlotte, NC, September 15th-17th
This won’t be your father’s financial planning conference!
About the XY Planning Network Conference
#XYPN15 is the first ever financial planning conference geared towards advisors that want to focus on working with Gen X and Gen Y clients.
What this conference is all about:
» Building a community of financial advisors that are passionate about working with Gen X & Gen Y clients
» Learning how to build and successfully run your own fee-only firm
» A fun, energetic conference that allows you to engage with both the content and other attendees to learn and expand your network. You can leave the suit and tie at home
What this conference isn’t:
» No “economic outlook” presentations or other dull, draining content that make you want to go back to your room for a mid-day nap
» No boring keynote presenters droning on about things that don’t apply to you or your business
» A high priced conference, at a $300/night hotel, that ends up costing thousands of dollars to attend
Sponsors
Who Should Attend #XYPN15?
Young And Emerging Advisors
We’re here to help, encourage, and support young professionals looking to serve Gen X and Gen Y clients. Want to start your own firm and serve clients your way? We’ll show you how, and help you succeed.
Experienced Advisors
If you’re tired of expensive, boring, stale financial planning conferences, this is the must-attend event of the year. Enjoy a fun and exciting atmosphere while experiencing great networking and learning opportunities.
Financial Bloggers
Want to get paid for the excellent financial advice that you give to your peers through your blog posts? Consider taking your career to the next level – and learn how you can become a financial planner with your own firm.
Speakers & Content
Keynote Presenters
Carl Richards
Author of The Behavior Gap
Carl will conduct a 2-hour Master Communicator Workshop.
Michael Kitces
Co-founder of the XY Planning Network
Michael will provide a look at how industry demographic and technology trends are shaping the future of financial planning.
Heather Jarvis
Student Loan Expert
Heather will host a deep-dive workshop into student loans and how to effectively plan for and manage them.
Bill Winterberg
Founder of FPPad.com
Bill will discuss how financial advisors can effectively communicate and build trust online using the right tools and technology.
Alan Moore
Co-Founder of the XY Planning Network
Alan will kick off #XYPN15, the inaugural conference of the network.
Agenda
Practice Management Track
How Advisors Can (Affordably) Outsource
The Profitable Monthly Retainer Model
Investment Options for Planning-Focused Advisors
Filling the Income Gap
What It Really Means to Serve a Niche
What I Wish I Had Known
Continuing Education Track
CE Session Presentations by:
Craig Isrealsen (7TwelvePortfolio)
Mark Maurer (LLIS)
Zach Phipps (SEI)
Kitrina Wright, CPA
Joshua Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP
Pricing
Early Bird
Ending June 30th
$299 ($50 off!)
Regular Price
Starting July 1st
$349
All Passes for Live Event Sold Out
Virtual Passes
You can purchase a Virtual Pass to #XYPN15 here.
Virtual passes include access to all sessions, which will be recorded throughout the conference. Content available with a pass will be available 4 to 6 weeks after the live conference date, and Team XYPN will keep in touch to ensure you’re looped in on the latest updates.Attendees and all XY Planning Network members will receive complimentary virtual passes.
Coming to #XYPN15? Stick Around For Advisor Symposium At #FinCon15!
Advisor Symposium @ #FinCon15
» Anyone looking to attend the first ever social media & blogging conference for independent financial advisors
» Financial planners wanting to network with the industry’s new centers of influence: personal finance bloggers, podcasters, freelance writers, media members, and others
» Advisors looking for next-generation digital marketing techniques to grow their influence