XYPN Bozeman Retreat
Running a firm can be all-consuming—especially as you move from advisor to business owner. The XYPN Bozeman Retreat is your chance to pause, reflect, and focus on what’s next for your business. This immersive experience is designed to help you get out of the weeds, gain clarity on your firm’s direction, and leave with strategies you can immediately put into action.
What You’ll Gain
The XYPN Retreat is built to give you:
- Clarity on your firm’s health and direction using your own data and insights
- Time and space to think strategically, away from the daily demands of your business
Tools to support long-term sustainability, profitability, and fulfillment
You’ll step back to see the big picture—and return ready to move forward with focus.
Join the 2026 Interest List
We’re planning our next XYPN Retreat for 2026, and we’d love to have you join us.
Join the Interest List to be the first to hear when dates, location, and registration details are released.
Additional Resources
Want to learn more about past Bozeman Retreats and what to expect? Check out this resource:
The XYPN Retreat is your opportunity to reset, recharge, and reimagine your firm’s future—so you can return to your work with clarity and confidence. If you have any questions, please reach out to the Membership team at membership@xyplanningnetwork.com.
FAQs
Who should attend?
The Retreat is best suited for XYPN members who are at the capacity crossroads—ready to grow beyond being an advisor to an owner, and build a scalable, sustainable firm.