BOZEMAN, Mont., June 1, 2017 /PRNewswire/ — XY Planning Network today announced #XYPN17, the industry’s only financial planning conference exclusively for financial advisors serving the Gen X and Gen Y markets. The third annual conference will be held August 28-31 in Dallas TX, is anticipated to have more than 500 attendees, and will include specialized content tracks for financial advisors who want to start, run, and grow their own independent financial planning firms. National 2017 sponsors include TD Ameritrade Institutional and LLIS, Inc.

Dubbed the «un-conferencey conference,» the #XYPN17 event was created for all members of the financial planning community – from brand new advisors to industry veterans – who want to serve Gen X and Gen Y clientele. Advisors can customize their conference experience by choosing the content track that best fits their need during breakout sessions, including Start My Firm, Grow My Firm, Run/Scale My Firm, or Learn/Continuing Education.  XYPN also welcomes attendees to bring their children, so parents are not limited by needing to set alternative arrangements for children left at home.

«XYPN’s goal is simple – we want to deliver exceptional content that matters to advisors, and make that content accessible for everyone,» said XY Planning Network co-founder, Alan Moore. «So many conferences in this industry are priced so expensively that they’re unattainable for the newer advisors who could benefit the most. By breaking down these barriers and offering customized content tracks, we’re confident that we can inspire and educate those at any stage of their career.» 

During the four-day event, keynote speakers will include author and award-winning podcaster Farnoosh Torabi, widely known for her primetime series on CNBC and her monthly column in O Magazine; Andre Novaes, CFP®, founder of LifeFP, or Life «Finanças Pessoais» (translation: Personal Finances), which aims to transform the lives of one million Brazilians; and Mitch Anthony, the founder and president of Advisor Insights and the Financial Life Planning Institute, who will discussing the shifting focus of financial advisors from providing ROI to «ROL», which he defines as «Return On Life.»

As part of its commitment to supporting the development of technology innovation in business-to-business advisor solutions, #XYPN17 will also host its second annual Advisor FinTech Competition, which showcases the newest tech startups in the industry. Six finalists will be chosen among applicants, and those selected will each have an opportunity to introduce, promote, and garner interest in their offerings via a live full-audience presentation. Winners will be selected by an elite panel of judges – including XYPN Co-Founder and industry commentator Michael Kitces, advisor tech expert Bill Winterberg of FPPad, and representatives from FinTech competition sponsors Betterment for Advisors and Quovo. The inaugural winner of last year’s Fintech Competition was Snappy Kraken, a marketing technology platform for financial advisors.

«Entering the XYPN FinTech startup competition was incredible for our business,» said Robert Sofia of Snappy Kraken. «Within the first three months of winning, we went from zero to over $700,000 in sales, landed two large enterprise accounts, and attracted significant investor interest.»

«Financial advisors today require ever-evolving technology solutions that give them profitable and efficient ways to serve Gen X and Gen Y consumers on a fee-only basis,» says XY Planning Network co-founder, Michael Kitces. «We’re extremely proud to support emerging fintech companies and are excited to see what innovations this year’s FinTech Competition brings.»

For more information about #XYPN17, visit To register for an #XYPN17 pass, which includes access to the opening reception and wrap party, as well as scheduled meals, visit Companies interested in participating in the FinTech competition can apply here.  

For media inquiries, contact [email protected].

About XY Planning Network

The XY Planning Network, with over 400 advisors, is the leading turnkey financial planning platform 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.


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SOURCE XY Planning Network