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Annual Trust Symposium

In 2007, the annual LPL Financial-sponsored symposium was held at the Pointe South Mountain Resort in Phoenix, AZ. Complimentary registration for LPL Financial advisors included all meeting materials, breakfast and lunch over the program dates, and a Welcome Reception. Date and location information for the 2008 Symposium will be posted on this site later in the year.

The Trust Symposium is designed for all LPL Financial Advisors who want to further integrate trust and estate planning services into their practices. Topics include:

  • Advanced estate and trust planning strategies
  • Investing techniques for different types of trust clients
  • Transferring existing trusts from banks and wirehouses to your book of business
  • Charitable giving strategies
  • Working with attorneys
  • Trust planning techniques for key client segments
  • Using insurance in a trust
  • Leveraging The Private Trust Company and other LPL Financial resources