XY Planning Network Annual Conference and FinTech Competition

Aug 28, 2017
Aug 31, 2017

In our inaugural year, #XYPN15 exceeded participation expectations.

 In 2016, we blew the doors off.  Early estimates predict a roof-raising Dallas event in 2017.

Why do attendees and vendors rave about our annual event?

  • It's accessible. Our goal is to keep prices affordable so our event is inclusive of everyone from newbies to industry veterans
  • It's casual. Leave your suit at home. We're t-shirt & shorts people. Seriously.
  • It's in Dallas in August
  • It's productive. We deliver top-shelf content for financial advisors who want to start, run, and grow their own, independent financial planning firms

The FinTech Competition
To ​​​ encourage innovation of business-to-business solutions in our industry, we're again hosting a FinTech Competition at #XYPN17. This event is a popular feature of Exhibit Day which is set to take place on Wednesday, August 30.  

All #XYPN17 attendees are welcome to join us for an exciting preview of tech on the horizon from 12-1:30 PM.
Six competitors will be chosen among applicants.

They will each have an opportunity to introduce, promote, and garner interest in their offerings. The competition will again be fierce and judged by industry experts.   

Learn more>


Michael Kitces, Alan Moore, others TBA