Keynote Presentations
Alan Moore
Opening Keynote and Presentation
Together with XY Planning Network co-founder Michael Kitces, Alan Moore will explore the future of financial planning and how a growing cohort of professionals is joining the movement to make financial advice and service more accessible to the next generation of clients.
In the opening keynote, Michael and Alan will welcome #XYPN16 attendees, share the history and the movement behind XY Planning Network, and recognize standout members of the industry, community, and team.
In an additional session, Michael and Alan will host a live version of the popular XYPN Radio podcast, featuring an ask-us-anything style discussion where attendees are invited to participate and join in the conversation.
About Alan
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.
Michael Kitces
Opening Keynote and Presentation
Together with XY Planning Network co-founder Alan Moore, Michael Kitces will explore the future of financial planning and how a growing cohort of professionals is joining the movement to make financial advice and service more accessible to the next generation of clients.
In the opening keynote, Michael and Alan will welcome #XYPN16 attendees, share the history and the movement behind XY Planning Network, and recognize standout members of the industry, community, and team.
In an additional session, Michael and Alan will host a live version of the popular XYPN Radio podcast, featuring an ask-us-anything style discussion where attendees are invited to participate and join in the conversation.
About Michael
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.4 billion of client assets. In addition, he is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning.
Pat Flynn
The Highs and Lows of Solo Entrepreneurship (And How You Can Survive the Struggle)
When you embark on the journey of entrepreneurship, you are choosing to become your own boss and the possibilities and opportunities you are giving yourself are truly endless. However, those positive thoughts that we always start with always somehow convert into negative thoughts that can stop us from making progress, and for many, it can mean stopping the entrepreneurial journey all together. Pat Flynn, an 8-year self-made serial entrepreneur and owner of SmartPassiveIncome.com, best-selling author and award-winning podcaster will speak on the highs and lows of entrepreneurship, and through his own experience building multiple businesses, as well as helping tens of thousands of others get started, he’ll share exactly what to look out for, and how to make sure you find your way into success on the other end of these inevitable challenges all entrepreneurs face.
About Pat
Pat Flynn is a father, husband, and entrepreneur who works from his home office in San Diego, CA. He’s known as “The Crash Test Dummy of Online Business,” putting himself on the line testing various online business strategies for the purpose of reporting back to his audience – win or fail. He owns several successful online businesses and is a professional blogger, keynote speaker, Wall Street Journal bestselling author, and host of the top-rated business podcast, The Smart Passive Income Podcast, which has earned over 20 million downloads, multiple awards, and features in publications such as
The New York Times.
Heather Jarvis
“It’s Complicated”: The Relationship Status of Education and Wealth
Is education still the ticket to financial success? More education often leads to more income, but today’s students and graduates rely on borrowed money to finance higher-than-ever tuitions. Do members of Gen X and Gen Y see the same correlations between educational attainment and net worth that previous generations enjoyed? What should future generations expect? Join Heather for a dynamic keynote presentation addressing associations between education and financial health.
About Heather
Heather Jarvis is an attorney and a nationally recognized expert specializing in student loan law. She has provided award-winning student loan education and consultation for universities, associations and professional advisors since 2005. Widely recognized as an expert source of information, she’s trained thousands of students and professionals and is sought after for her sophisticated legal knowledge and accessible teaching style. Before focusing on education debt, Ms. Jarvis practiced public interest law as a death penalty defense attorney in North Carolina. She graduated cum laude from Duke University School of Law.
Clark Howard
Power to the People: How Fee-Only Planning Puts Power Back in the Wallets of Consumers
About Clark
Clark Howard is a consumer expert whose goal is to help you keep more of the money you make. His national radio show and site, Clark.com, provide tips and advice to foster consumer education around personal finance. As a successful lifelong entrepreneur, media star, and best-selling author of ten books, the Atlanta-based “consumer champion” is dedicated to helping Americans of all means get ahead in life.
In 1993, he opened Team Clark Howard’s Consumer Action Center as an extension of his radio show to provide the community with free advice on money and consumer issues. With the help of his listeners, he has built over 60 homes with Habitat for Humanity. And for 25 years, he’s work to ensure foster kids in the state of Georgia get Christmas presents every year with his Clark’s Christmas Kids radio campaign.
Keynotes
Michael Kitces
Opening Keynote: Leading the Movement for the Next Generation of Financial Planners
Presentation: Alan & Kitces Unhinged — Ask Us Anything Live
Pat Flynn
The Highs and Lows of Solo Entrepreneurship (And How You Can Survive the Struggle)
Clark Howard
Power to the People: How Fee-Only Planning Puts Power Back in the Wallets of Consumers
Heather Jarvis
“It’s Complicated”: The Relationship Status of Education and Wealth
Alan Moore
Opening Keynote: Leading the Movement for the Next Generation of Financial Planners
Presentation: Alan & Kitces Unhinged — Ask Us Anything Live
Panels
Serving NexGen Clients Inside Your Existing Practice
Moderated by Alan Moore with panelists JD Bruce and Matt Cosgriff
Full-Time Parent & Full-Time Firm Owner
Moderated by Mary Beth Storjohann with panelists Katie Brewer, Chuck Donalies, and Danna Jacobs
How to Survive Your First Years in Business
Moderated by Eric Roberge with panelists Chris Girbes-Pierce, Pam Capalad, and Michael Solari
Incorporating Investments in Your Planning Firm
Moderated by Kenneth Klabunde with panelists Meg Bartelt, Daniel Wrenne, and Paul Sydlansky
Monthly Retainers: Business Model, Pricing Structure, and More
Moderated by Marcio Silveria with panelists Pam Horack, Stephen Alred, and Jennifer Harper
When and How to Hire Staff for Your Firm
Moderated by Scott Frank
CE Presentations
A Deep Dive into Higher Education Planning
with Deborah Fox
A Budget System That Works
with Lara Lamb
Starting the Conversation with Risk
with Kyle Van Pelt
Learn the Language of Insurance Speak
with Mark Maurer
Increasing Your Advisor Value with Advanced Tax Planning (Part 1 & Part 2)
with Chris Hardy
More Sessions and Further Info Coming Soon!
Additional Speakers & Sessions
Not Your Mother’s SEO!
with Brent Carnduff
The Power of Finding Your Focus
with Eric Roberge
Beyond Twitter: Implementing A Well Rounded PR Strategy
with Megan Carpenter
How to Podcast Your Way to Your Ideal Clients
with Pam Capalad and Dyalekt
Build Your Firm, Conversation by Conversation
with Nancy Bleeke
Sell the Way They Want to Buy: How to Communicate With Different Types of Buyers
with Nancy Bleeke
Setting Up the Books: Taxes and More for First-Year Firms
with Kitrina Wright
How to Build a Profitable Niche Practice Using the Monthly Subscription Model
with Daniel Wrenne
Chief Compliance Officer Training: Taking Ownership of the Role in Your Firm
with Scott Gill
Creating Your Ideal Business and Signing Clients You Love
with Arlene Moss
The G.O.A.T.: Greatest Of All Technology
with Chris Girbes-Pierce
Results-Based Marketing Tactics for the Overwhelmed Firm
with Carolyn McRae
Don’t Miss Our Pre-Conference Event:
Student Loan Intensive with Heather Jarvis
When: Sunday, September 18, 2016, 8:45 am – 4:45 pm, before #XYPN16 kicks off Sunday night
Where: Sheraton San Diego Hotel & Marina
Price: Regular price is $599, but #XYPN16 attendees can attend the workshop for $499. Breakfast and lunch are included
Credits: 8 CE hours
Don’t Miss Out: Register Here!
Heather Jarvis’ Student Loan Intensive is a full-day, 8 hour workshop for financial advisors who are ready to get the business know-how and subject matter expertise needed to advise student loan borrowers with confidence.
Hosted by nationally-recognized attorneys Heather Jarvis and Adam Minsky, this workshop provides an opportunity for advisors to:
- Target client profiles (so you can understand who needs your advice and why)
- Learn how to spot problems that you can solve, create service offerings, and develop pricing options
- Understand what you need to know to get started and where to find support
- Interview your clients with student loans to ensure your aren’t missing anything
- Obtain critical information about your clients’ student loans
- Get a grasp on student loan interest rates — and where they’re headed
- Know the pros and cons of student loan consolidation
- Receive advanced instruction on repayment plans, payment postponement programs, and loan forgiveness provisions
- Gain knowledge around the private refinancing market
- Understand the intersections with retirement strategy and obtaining a mortgage
- Learn more about the legislative proposals for change around student loans
Coming to #XYPN16? Stick Around for FinCon!
FinCon is the premier personal financial media conference, and we’re excited to partner with their event to offer you even more value. FinCon takes place immediately following #XYPN16 in the exact same conference space.
Extend your stay and enjoy:
» The only social media & blogging conference for independent financial advisors
» Opportunities to network with the industry’s new centers of influence: personal finance bloggers, podcasters, freelance writers, media members, and others
» Education on next generation digital marketing techniques to grow influence
» A $75 discount on FinCon pass prices when you register for #XYPN16