LPL Conference and Training Educational Events

National Conference

Focus

July 24-27
Colorado Convention Center
Denver, CO

Our annual flagship advisor conference was held virtually for the second year in 2021, and welcomed over 8,000 registered clients—still nearly doubling the 2019 in-person attendance. Focus is a premier industry event that brings together LPL advisors, institutional clients, sponsors, and employees to hear from firm executives and other thought leaders, share best practices, and gain valuable insights. The event also showcases the latest resources, technology, and capabilities that LPL advisors and institutional partners can leverage to help them deliver a better client experience, operate more efficiently, and build more value in their businesses. This event will be held as an in-person conference in 2022.

Product and Platform Conferences

Private Wealth Symposium

June 13-15
Chicago Booth Business School
Chicago, IL

This exclusive, invitation-only event will provide attendees with valuable insights into the highnet-worth marketplace and deliver technical content centered around the multidisciplinary nature of wealth management. With this year’s event being held at the prestigious Chicago Booth Business School, we will blend content from industry thought leaders with the world-class academics of the university. Thematically speaking, the two-and-a-half-day curriculum will focus on the complexities present in “the new era of wealth management.” Attendees are in contemporary planning, investing, and practice management ideas that are emerging from the aftermath of the COVID-19 pandemic.

Annuity & Insurance Symposium

August 29-31
Westin Indianapolis
Indianapolis, IN

With a dedicated focus on the annuity and insurance industry, this symposium offers general sessions covering a complementary mix of financial planning concepts, product and industry trends, positioning strategies, sales practices, and tools for efficiency. Additionally, breakout sessions with home office specialists, as well as insurance-carrier representatives, provide a forum for product due diligence and collecting sales ideas. One of the purposes of this meeting is to increase awareness of annuity and insurance strategies, and discuss how to better position these products to clients, when suitable. Another key component is to provide attendees with the opportunity to engage with insurance carriers in a targeted and specific sales-oriented fashion. This invitation-only symposium brings together a well-balanced mix of roughly 250 financial professionals who are at a variety of annuity and insurance production levels, ranging from new producers to top-level producers.

Bank and Credit Union Conferences

Program Leadership Conference

February 16-18
Marriott Harbor Beach Resort and Spa
Fort Lauderdale, FL

This invitation-only event is projected to host approximately 300 full-time investment program executives, program managers, and sales managers. This special conference is specifically designed to help program leaders develop and fine-tune the skills they need to drive their financial institution investment program’s success. This industryleading conference will feature dynamic mainstage presentations, breakout sessions that deliver practical strategies that can be immediately implemented, and opportunities to participate in roundtable discussions and network with other program leaders.

Bank Executive

September 28-30
Thompson Austin
Austin, TX

Collaborate with program leaders to develop strategies for forward thinking and consistent growth in bank wealth and investment programs. This innovative event gives executives an opportunity to work with peer leaders, exchange insights, and build a shared understanding of the current landscape and trends shaping it. Attendees will share the latest financial institution industry news, collaborate on best practices for business growth and retention, and get an early view of what’s coming next from LPL.

Credit Union Executive

October 24-26
Pendry Park City
Park City, UT

Collaborate with program leaders to develop strategies for forward thinking and consistent growth in credit union wealth and investment programs. This innovative event gives executives an opportunity to work with peer leaders, exchange insights, and build a shared understanding of the current landscape and trends shaping it. Attendees will share the latest financial institution industry news, collaborate on best practices for business growth and retention, and get an early view of what’s coming next from LPL Financial.

Practice Management Conferences

Investment Symposium

June 6–8
Grand Hyatt
Nashville, TN

Investment Symposium is an elite event offered exclusively to the most successful Equitable Advisors’ financial professionals achieving outstanding LPL Financial advisory sales in 2021. Representing the pinnacle of success, this conference convenes an impressive community of leaders to network, uncover valuable insights, and discuss solutions for our industry’s most pressing challenges. The target audience is 75 financial professionals with LPL advisory and brokerage AUM totaling over $5 billion. Attendees are hand-selected by LPL Financial wealth consultants for this invitation-only event.

Achieve: Women’s Leadership Forum

November 2-4
Hyatt Regency Hill Country
San Antonio, TX

This forum will have a dedicated focus on building and empowering LPL’s women advisors by creating a powerful community to enhance their overall business and help them succeed. Consisting of two days of dynamic speakers, targeted breakouts, and innovative social events, this event will provide advisors with the opportunity to network and share actionable ideas with peers, hear industry and motivational speakers, and receive insights from key partners. This invitation only event hosts 175 women advisors and program managers.

Retirement Plan Conferences

Retirement Partners Annual Conference

October 9-12
Fairmont Scottsdale Princess
Scottsdale, AZ

Our annual conference for retirement plan advisors brings together leading minds from within the industry, provides a forum for you to exchange ideas with peers from around the country, and offers comprehensive, educational workshops designed to help you drive business growth in challenging, changing times.