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LPL Conference and Training Award Trips

As a top producer, you will join other achievers at exclusive conferences that reward your hard work with a relaxing getaway and provide educational opportunities to grow your skills.

You've earned it

As a top producer, you will join other achievers at exclusive conferences that reward your hard work with a relaxing getaway and provide educational opportunities to grow your skills.


An elite class of qualifying performers within the LPL Financial Community come together at Summit to celebrate unrivaled success and set a course for scaling greater heights. This premier event is open to less than two percent of our most prestigious advisors and offers well-earned opportunities to engage with high-achieving peers and LPL leaders to share experiences, exchange problem-solving advice, and deliberate top-of-mind industry concerns. Top producers making the grade for this exclusive event can re-energize in an always-exciting and luxurious location while taking part in a variety of programming, including an inspiring keynote, informative executive fireside chats, breakfast table topic discussions, and shareable omni-channel content.


The top five percent of LPL’s independent advisors are recognized and celebrated at Masters for their exceptional accomplishments. Professional development and personal growth take laser focus during executive and keynote addresses, invigorating breakout sessions, technical demonstrations, advanced meet ups, and an assortment of peer-to-peer networking events. This is truly a select opportunity to tap into the expertise and influence of LPL leaders, Home Office teams, sponsor partners, and—most of all, like-minded top performers from the LPL Financial community. This uplifting conference is divided into two waves, ensuring participants receive the individual attention and appreciation earned.


Onward and upward is the spirit at Elevate. This invitation-only conference brings together a select group of qualifying Freedom and Director’s Club advisors who have reached remarkable growth milestones and aim to soar higher. Engaging keynote and general session presentations, enlightening breakouts, Q&A exchanges, and coveted peer networking events are just part of the opportunities specifically designed to not only celebrate success, but also enable attendees to grow their businesses to the next level.

IS Summit

Premiering in 2023, Institution Services Summit is a new conference specifically designed to celebrate the achievements and advance the specific business needs of financial professionals with qualifying financial institutions. Top producers from our affiliated banks and credit unions convene in a world-class location for an exclusive opportunity to receive timely updates about LPL’s institution services strategy, learn what new products and services are in the pipeline, share experiences with top-level peers, and discuss industry trends most relevant to their businesses. While the experience is similar to Summit, all aspects are focused on LPL's Six Institution Pillars giving bank executives, program managers, and advisors thoughtfully-designed and relevant experiences that match their level of accomplishment and help them thrive.

Advisory Leaders Forum 


The Advisory Leaders Forum provides our top advisory advisors with a choice opportunity to immerse themselves in an academic setting to learn from their peers, top academia, and industry experts. This year’s event revolves around the theme of the Entrepreneurial Mindset: Looking through the lens of a business leader rather than a busy advisor, new business development, and streamlining operations using technology to provide superior service and scalability.