Schedule

09 October

10 October

11 October

12 October

13 October

14 October

09 October

08:30 AM

10 October

08:00 AM
08:00 AM
06:00 PM

11 October

08:15 AM
09:00 AM
10:10 AM
11:10 AM
12:00 PM
01:45 PM
03:10 PM
04:10 PM

12 October

08:00 AM
08:15 AM
09:30 AM
10:00 AM
11:30 AM
01:00 PM
05:30 PM
07:30 PM

13 October

08:15 AM
08:30 AM
09:30 AM
10:30 AM
11:30 AM
12:30 PM

14 October

08:00 AM
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Allan Roth

Wealth Logic, LLC
Allan is the founder of Wealth Logic, LLC. An hourly based financial planning and investment advisory firm. Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to make him rich. He is also the author of How A Second Grader Beats Wall Street (Wiley & Sons in 2009 and 2011) and writes for AARP, Financial Planning Magazine and others.

Allan has taught finance and behavioral finance at the University of Denver, Colorado College, and the University of Colorado at Colorado Springs. Despite the many credentials (CFP, CPA, MBA) he has earned, Allan claims he can still keep investing simple. His professional goal is to never be confused with Jim Cramer.
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BB Webb

XY Planning Network
XYPN Sales Coach BB Webb has a background in both the arts and as an entrepreneur. She first learned about sales while touring her one-woman play across country and later through successfully growing her award-winning Atlanta based special event venue, selling it 14 years later to make a move to Bozeman, Montana.

As XYPN’s Sales Coach, BB’s primary goal is to assist XYPN members in building great relationships, plans and processes for selling their services as Financial Advisors. With a focus on consultative selling, BB’s programs and resources are developed to guide members in creating their own systems and conversations for selling their unique services, fearlessly and with joy!
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Carolyn Dalle-Molle

XY Planning Network
Carolyn Dalle-Molle is a professional marketer with a decade of front-line experience helping entrepreneurs reach their growth goals. Her approach to marketing is both creative and analytical; helping people achieve a creative flow that's unique and exciting, while using tracking and metrics to learn what actually works for their business. Based in Boston, she's honored to work with XY Planning Network from coast to coast. Outside of work, she enjoys volunteering with elderly, making videos, and traveling with her friends and family.
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George Kinder

The Kinder Institute of Life Planning
Internationally recognized as the father of the Life Planning movement, George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. He has written six books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, which are considered by many to be the seminal works in the burgeoning field of Financial Life Planning. In his new book, A Golden Civilization and a Map of Mindfulness, Kinder draws on 50 years as a mindfulness practitioner, 30 years as a mindfulness teacher, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of freedom everywhere.

09 October

10 October

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Jason Howell, CFP

Jason Howell Company
Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate and President of the family wealth management firm, Jason Howell Company.

Jason is the the author of two books including AMERICA: Still the Land of Opportunity, Always a Home for the Brave and JOY of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.
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Katie DeMars

XY Planning Network
As XYPN’s Webmaster, Katie DeMars plays a major role in communicating XYPN’s value proposition to the world through digital mediums. Her career experiences span marketing and web roles giving her a unique perspective when approaching each project. Katie is passionate about creating exceptional virtual experiences and is excited to share XYPN’s story through digital platforms.
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Kelly Moorman

XY Planning Network
As XYPN’s Senior Communications Manager/Editor-in-Chief, Kelly Moorman is tasked with communicating the Network's value proposition to the world. For years, Kelly has helped organizations tell their stories in ways that inspire others to listen and empower them to act. Her penchant for a well-crafted sentence, good grammar, and clever wordplay has earned her the moniker “Word Whiz” around the XYPN office. She’s thrilled to share XYPN’s story with you and the rest of the world.
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Stephen Wershing, CFP

The Client Driven Practice
Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults with financial advisors on how to create an experience clients naturally talk about. He helps them clarify their value, build their brand, and attract more referrals. He is also known for his work with client advisory boards.

Wershing is cohost of the popular podcast Becoming Referable. Bob Veres calls Steve “the best marketing mind in financial planning.” His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself, was published by McGraw Hill in 2012.

Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, InvestmentNews and USA Today. He authors a marketing column in the NAPFA Journal.

Steve started as a registered rep 30 years ago, becoming a fee-based advisor and later a broker/dealer executive. He was Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011. He is also partner in the Focused Advisor Network, a platform for independent advisors.
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Taylor Schulte

Define Financial
Taylor Schulte, CFP® is the founder and CEO of Define Financial, a fee-only RIA headquartered in San Diego, CA.

Schulte has been recognized as a Top 40 Advisor Under 40 by InvestmentNews and a Young Advisor to Watch by Financial Advisor Magazine. Past speaking engagements include the Financial Planning Association, FinCon, NAPFA, and the IMN Evidence-Based Investing Conference. Taylor also hosts a popular industry podcast called Experiments in Advisor Marketing and personal finance podcast called Stay Wealthy.
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Add-On Event

Seven Stages of Money Maturity® 2-Day Workshop (Day 1)

08:30 AM 05:30 PM

All add-on events are in addition to the main conference registration and are priced separately. Please use the registration link included to reserve your seat. More information can be found on the Add-On Events page of #XYPNLIVE 2020.

Learn the life planning listening and relationship skills to build trust and inspire your client to action. This workshop trains advisers to improve their listening, relationship and inspirational skills, and teaches a psychology of money that models integrity and delivers freedom. It makes clear what a life plan is versus just a financial plan.

Event Details
  • Cost: $845 before August 9, 2020. $945 after August 9, 2020.
  • When: Friday, October 9 | 8:30 a.m. - 5:30 p.m. & Saturday, October 10 | 8:00 a.m. - 4:00 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Register through the Kinder Institute. 

Speakers

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Add-On Event

Add-On Conferences

08:00 AM 05:00 PM

All add-on events are in addition to the main conference registration and are priced separately. Please use the registration link included to reserve your seat. More information can be found on the Add-On Events page of #XYPNLIVE 2020.
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Add-On Event

Seven Stages of Money Maturity® 2-Day Workshop (Day 2)

08:00 AM 04:00 PM

All add-on events are in addition to the main conference registration and are priced separately. Please use the registration link included to reserve your seat. More information can be found on the Add-On Events page of #XYPNLIVE 2020.

Learn the life planning listening and relationship skills to build trust and inspire your client to action. This workshop trains advisers to improve their listening, relationship and inspirational skills, and teaches a psychology of money that models integrity and delivers freedom. It makes clear what a life plan is versus just a financial plan.

Event Details
  • Cost: $845 before August 9, 2020. $945 after August 9, 2020.
  • When: Friday, October 9 | 8:30 a.m. - 5:30 p.m. & Saturday, October 10 | 8:00 a.m. - 4:00 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Register through the Kinder Institute. 

Speakers

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Community
Sponsored Event

Welcome Reception

06:00 PM 09:00 PM

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Childcare

08:15 AM 05:30 PM

#XYPNLIVE is proud to be family-friendly! In case your little business partners aren't ready to attend sessions, we're offering free, fully-licensed childcare for up to 20 future fee-for-service advisors. Registered attendees will receive an email with details and a link to reserve space a month prior to the conference. 
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General

Conference Kick-Off

09:00 AM 10:00 AM

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Content Sessions

10:10 AM 11:00 AM

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Content Sessions

11:10 AM 12:00 PM

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Community
General

Lunch

12:00 PM 01:45 PM

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Keynote Session

Keynote

01:45 PM 03:00 PM

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Content Sessions

03:10 PM 04:00 PM

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Content Sessions

04:10 PM 05:00 PM

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Childcare

08:00 AM 05:30 PM

#XYPNLIVE is proud to be family-friendly! In case your little business partners aren't ready to attend sessions, we're offering free, fully-licensed childcare for up to 20 future fee-for-service advisors. Registered attendees will receive an email with details and a link to reserve space a month prior to the conference.
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Keynote Session

Keynote

08:15 AM 09:30 AM

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General

Exhibit Day

09:30 AM 05:30 PM

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General

Tech Demos

10:00 AM 02:30 PM

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Community
General

Lunch

11:30 AM 01:00 PM

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General

Exhibit Day

01:00 PM 05:30 PM

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General

Ask Me Anything & Awards with Alan & Michael

05:30 PM 06:30 PM

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Community
Sponsored Event

Closing Party

07:30 PM 10:30 PM

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Childcare

08:15 AM 01:00 PM

#XYPNLIVE is proud to be family-friendly! In case your little business partners aren't ready to attend sessions, we're offering free, fully-licensed childcare for up to 20 future fee-for-service advisors. Registered attendees will receive an email with details and a link to reserve space a month prior to the conference.
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Content Sessions

08:30 AM 09:20 AM

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Content Sessions

09:30 AM 10:20 AM

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Content Sessions

10:30 AM 11:20 AM

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Keynote Session

Keynote

11:30 AM 12:30 PM

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General

Closing Remarks

12:30 PM 01:00 PM

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Add-On Event

Dimensional Fund Advisors Foundation Conference

08:00 AM 05:00 PM

All add-on events are in addition to the main conference registration and are priced separately. Please use the registration link included to reserve your seat. More information can be found on the Add-On Events page of #XYPNLIVE 2020.

This is a one-day event designed for advisors who do not currently have a business relationship with Dimensional. The conference features senior-level Portfolio Managers and Regional Directors who speak on foundational topics, such as research on the dimensions of investing, Dimensional’s philosophy and integrated investment process, and the equity and fixed income strategies available to advisors.

Event Details
  • Cost: There are no additional fees association with this event.
  • When:Wednesday, October 14 | 8:00 a.m. - 5:00 p.m.
  • Location: Sheraton Denver Downtown Hotel
  • Register: Request invitation through DFA.