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XYPN LIVE 2026

Sep 29-Oct 1 |

San Diego, CA |

https://live.xyplanningnetwork.com/

XYPN LIVE has become the go-to event for advisory firms trying to figure out how to more efficiently scale advice itself, with sessions on topics from how to transition to and roll out a non-AUM fee-for-service offering for clients, leveraging paraplanners and associate advisors to make the advice delivery process more efficient, and “productizing” their advice offering to make it easier to market intangible advice services.

Price: TBD

Type: Hybrid

Content Focus: Advisor Marketing, Behavioral Finance, FinTech, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning

Channel: CFPs, Experienced Planner, FinTech, RIA

Organizer: Private Organization

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