Joining XYPN Books Office Hours

XYPN Books Office Hours are your dedicated space to ask questions and get guidance on RIA accounting needs. Held every Wednesday for one hour, these sessions give you a chance to clarify processes, troubleshoot challenges, and connect with peers in a collaborative setting.

What to Expect

• Sessions accommodate up to 30 Zoom attendees.
• Members can ask questions directly or simply listen in on the discussion.
• These office hours are interactive, but there’s no pressure to participate if you just want to observe and learn.

How to Sign Up

1. Log into your Member Portal.
2. Navigate to the Events Calendar on the main dashboard.
3. Select the date and time you want to attend.
4. Click “Join here”.
5. Enter your date & time, name, and email.

6. Click “Register” at the bottom right.

   
   

After registering, you will receive a Zoom link in your calendar for the event.

Additional Support

If you have any questions about XYPN Books Office Hours or need assistance with registration, reach out to the Membership team at membership@xyplanningnetwork.com or the Books team at xypnbooks@xyplanningnetwork.com.

XYPN Books Office Hours are a great way to get your RIA accounting questions answered, learn from other advisors, and feel more confident in managing your firm’s books. Don’t hesitate to join and make the most of this valuable member resource!