XYPN Retreat
At XYPN, we know that the path from advisor to business owner requires more than just momentum, especially as your business evolves. You need clarity, data, and a strong commitment to your vision to steer your business onto a sustainable path to success.
The XYPN Retreat is a transformative 2-day experience where you'll walk away with the hands-on tools and strategies you need to grow a thriving and sustainable firm.
What You’ll Gain
You'll leave with the training and tools to:
- Confidently assess and improve your firm's health using your data
- Make data-backed decisions with new, relevant metrics designed to drive your firm’s growth
- Optimize your client base for long-term sustainability, profitability, and fulfillment
You’ll step back to see the big picture and return ready to move forward with focus.
Attend the 2026 XYPN Retreat
We're excited to invite you to the XYPN Retreat June 9 - 11, 2026, in Bozeman, MT, at XYPN Headquarters! Register to attend the 2026 XYPN Retreat.
Registration fee: $1,299
We keep attendance limited and subject to review to ensure a relevant, engaging, and impactful experience.
Additional Resources
Want to learn more about past Bozeman Retreats and what to expect? Check out this resource, Finding the Path to Sustainable Success at the XYPN Retreat.
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 XYPN Retreat is best suited for XYPN members who are at the capacity crossroads; those ready to grow beyond being an advisor to an owner, and build a scalable, sustainable firm.
Who's speaking?
XYPN’s business coach and the executive team will facilitate the Retreat.
What are the travel accommodations?
We recommend flying into the Bozeman Yellowstone International Airport (BZN)—just 20 minutes from downtown Bozeman and XYPN’s Headquarters.
We're partnering with Element Bozeman, conveniently located within walking distance of XYPN’s Headquarters, to provide you with the lowest rates for your stay. The hotel offers:
- Shuttle Service: A free shuttle is available from the BZN airport. Book by calling 406-582-4972 (option 2).
- Complimentary Breakfast: Start your day with a hot breakfast before heading to XYPN’s Headquarters.
- Check-in: 3:00 PM | Check-out: 12:00 PM
Can non-XYPN members attend?
The XYPN Retreat is a member benefit and, therefore, for members only. If you're looking to attend an XYPN event, check out XYPN LIVE and XYPN Meet-Ups, both available for current fee-for-service advisors and those considering becoming a fee-for-service advisor.
What should I wear?
Come as you are! XYPN events are casual. We're t-shirts and jeans people.