#XYPN17: The Unconferencey Conference 2017 | XY Planning Network | 28 August 2017 | Dellas, Texas, United States

In our inaugural year, #XYPN15 exceeded participation expectations. In 2016, we blew the doors off. Early estimates predict a roof-raising 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

Speakers for 2017

Michael E. Kitces,
MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

Alan Moore,
MS, CFP

Joe Messinger,
CFP, ChFC, CLU

Heather Javis
(His detail will be coming soon)

Kaya Ladejobi,
A certified Planner

Katie Brewer,
CFP

Jennifer Faherty,
CFP

Anna Sergunina,
Certified Financial Planner

Travis Brewer,
CFP

Shawn Tydlaska,
CFP Pro

Meg Bartelt,
CFP

Jennifer Pritchard,
Virtual Associate Advisor since May 2016

Philip Olson,
and his wife Julia co-Founded
"The Art of Finance"

Deborah Meyer,
CPA, CFP

Jennifer Mastrud,
tasked with sharing the movement at XYPN as
Director of Marketing

Stephen Alred,
first joined XYPN as a member.

Arlene Moss,
XYPN

Scott Gill,
licensed Securities Principal

Melissa Ellis,
made a career change ro personal financial planning in October 2008

Cary Cates,
CFP,MBA,EA

Tim Hale,
founder and owner of Hale Financial Solutions

Justin Walker,
Certified Financial Planner designation in the spring of 2003

Carol Craigie,
is a Psychologist turned financial planner who has a long history in financial services.

Vid Ponnapalli,
founder and president of Unique Financial Advisors.

Daniel Wrenne,
financial planner in Lexington KY since 2005

Pam Horack,
makes financial planning simple

Brad Bond,
has been providing financial planning investment advice for 20 years, and was previously an engineer.

Courtney Ranstrom,
co- founded Trailhead Planners,LLC

Eric Roberge,
CFP

Sponsors for 2017

National Sponsors:
Ameritrade Institutional
LLiS

Sponsors and Exhibitors:
REDTAIL
NEW PLANNER RECRUITING
ADVICENT
FPA
FABeanCounters
Folio Institutional
Utah Educational Savings Plan
RIGHT CAPITAL
CONCENTER
RobustWealth
HAVEN life
First Ascent asset Management
REDI[2]
SEI
Wealthbox CRM
AFCPE
COMMON CENTS
FMeX
QUOVO
Advizr
idfa
ORION
Ameritrade
XYPN NATIONAL SPONSORS
LLiS