Join Us for #XYPN16!
We’ll see you in San Diego, CA from September 18th-21st
Come and enjoy financial planning done differently, for a new generation of leaders, advisors, and innovators
About XY Planning Network’s #XYPN16 Conference
#XYPN16 is the only financial planning conference dedicated to providing content, education, resources, and community for financial advisors who want to serve 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
» Continuing the trend of shaking up the industry and leading the way forward to the next generation of financial planning.
Keynote Speakers
Alan Moore
Co-Founder of the XY Planning Network
Michael Kitces
Co-founder of the XY Planning Network
Pat Flynn
Thought Leader in Online Entrepreneurship
Heather Jarvis
Student Loan Expert
Clark Howard
Radio & TV Host
Agenda
Practice Management Track
Serving NexGen Clients Inside Your Existing Practice
Full-Time Parent & Full-Time Firm Owner
How to Survive Your First Years in Business
Monthly Retainers: Business Model, Pricing Structure, and More
Incorporating Investments in Your Planning Firm
When and How to Hire Staff for Your Firm
Start My Firm Track
Setting Up the Books: Taxes and More for First-Year Firms
How to Build a Profitable Niche Practice Using the Monthly Subscription Model
Chief Compliance Officer Training: Taking Ownership of the Role in Your Firm
Creating Your Ideal Business and Signing Clients You Love
The G.O.A.T.: Greatest Of All Technology
Results-Based Marketing Tactics for the Overwhelmed Firm
Continuing Education Track
A Deep Dive into Higher Education Planning
A Budget System That Works
Learn the Language of Insurance Speak
Starting the Conversation with Risk
Increasing Your Advisor Value with Advanced Tax Planning (Part 1 & Part 2)
Marketing and Sales Track
Not Your Mother’s SEO!
The Power of Finding Your Focus
Beyond Twitter: Implementing A Well Rounded PR Strategy
How to Podcast Your Way to Your Ideal Clients
Build Your Firm, Conversation by Conversation
Sell the Way They Want to Buy: How to Communicate With Different Types of Buyers
Schedule
Preconference: Sunday, September 18 at 9am
#XYPN16: Sunday, September 18 at 6pm – Wednesday, September 21 at 12pm
Thank You to the National Sponsor of XYPN16: LLIS
Who Should Attend #XYPN16?
Next Generation 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.
Established Advisors
Get your gears going with content you can only get at a conference that focuses on the needs of financial advisors like you who want to create firms that thrive in the future.
Financial Bloggers
Want to get paid for the excellent financial advice that you already give through your content? Take your career to the next level and learn how you can become a financial planner.
Pricing
Super Early Bird: Available Now Through May 1
$199 for XY Planning Network members | $299 for non-members
Summer Time Pricing: Available from May 2 to July 31
$199 for XYPN members | $379 non-members
Final Pass Price: August 1 to September 18
$249 for XYPN members | $399 for non-members
If you’re a student, take advantage of our special pricing for full-time enrolled students! Your pass is just $249. (Must show proof of enrollment to receive student pass pricing.)