LPL Conference and Training Educational Events

National Conference

Focus

Open to all Advisors, Advisor Staff, Sales Managers, and Program Managers Our annual flagship conference benefits practices of all types and sizes by bringing together an all-inclusive mix of LPL advisors, their support staff, leaders, sponsors, and employees for dynamic days of learning, networking, and thriving. This incomparable experience is a prime opportunity to broaden networks, gain new perspectives, learn and find solutions to challenges, hear from influencers and industry experts, and enjoy world-renowned keynote speakers and entertainment. See and understand the latest resources and innovations LPL has to offer for efficiencies through on-site technology demonstrations. Options abound so attendees can revitalize and shape their time at Focus in ways most applicable to them and their business goals.

Product and Platform Conferences

Private Wealth Symposium

This premier, invitation-only event provides attendees with valuable and timely insights into the highnet-worth client segment. During the two-and-a-half-day symposium, participants hear from carefully curated thought-leaders addressing important topics such as advanced planning, investing, and practice management. Ample time is provided for networking among attendees. Thematically speaking, the 2023 Private Wealth Symposium aligns content around the topic of “wealth structuring,” the intentional organization of one’s wealth to align with lifetime, lifestyle and legacy objectives.

Annuity & Insurance Symposium

This symposium is devoted to the annuity and insurance industry, offering general sessions covering a harmonizing mix of financial planning concepts, product and industry trends, positioning strategies, sales practices, and tools for efficiency. Breakout sessions with LPL Home Office specialists, as well as insurance-carrier representatives, provide a forum for examining products and collecting sales ideas. Attendees include approximately 200 financial professionals at a variety of annuity and insurance production levels from beginners to top producers. This invitation-only event provides a range of opportunities, including the chance to increase awareness of annuity and insurance strategies, discuss how to best position these products to clients in suitable situations, as well the opportunity to engage with insurance carriers in a targeted and specific salesoriented fashion.

Bank and Credit Union Conferences

Program Leadership Conference

This event for Financial Institution executives, program managers, sales leaders, and middle office leadership is packed with energetic and relevant presentations, breakout sessions, and small group discussions designed to help institutions thrive. Over the course of three days, attendees will have the opportunity to hear from their peers, LPL executives, and sponsors and build strong connections.

Practice Management Conferences

Achieve

Client Communities are designed for you, by you! Women advisors make up one of our most impactful Client Communities at LPL. The Achieve conference is an opportunity for women to come together to learn, share, and enhance their business for future success. This conference will feature our top-producers and tenured, engaged, and growing advisors within this 2-day event. Advisors will have the opportunity to network and share actionable ideas with peers, hear from industry experts and motivational speakers.

Retirement Plan Conferences

Retirement Partners Annual Conference

Our annual conference for retirement plan advisors brings together leading minds from within the industry, providing a forum to network and exchange ideas with peers from around the country. The experience includes comprehensive educational workshops presented by industry vendors, product partners, and LPL Home Office teams – all designed to help drive business growth even in times of challenge and change.