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Home > Business Support > 2012 Conferences and Events

2012 Conferences and Events

Throughout 2012, LPL Financial will provide you with important educational and training opportunities to advisors associated with Independent Advisor Services and Institutional Services. Below are just a few of the many offerings planned for 2012.

Business Leaders Forums
This series of regional conferences is geared toward Patriot's Club level qualifiers. The Business Leaders Forums provide excellent opportunities for one-on-one communication with LPL Financial leaders and key sponsor representatives. The curriculum is designed to promote peer idea sharing and communicate best business practices to grow your business.

LPL Financial Focus Conference
The LPL Financial annual conference has earned a reputation as the premier sales and education event in the financial services industry. Designed for advisors and staff of all levels within Independent Advisor Services and Institution Services, the LPL Financial Focus Conference takes place August 19-22, 2012, at the San Diego Convention Center.

The LPL Financial Focus Conference offers advisors opportunities to:

  • Connect to new ideas and professional resources through hundreds of inspiring and educational pre-conference workshops and breakouts designed for all career levels
  • Gain valuable knowledge on the latest technologies, operational efficiencies, partner programs and other enhancements designed to grow your business, increase profitability and improve the services you offer to clients
  • Hear from notable securities industry experts as they address relevant and pressing topics affecting our industry today, as well as candid insights from inspiring keynote speakers
  • Discover key business development opportunities in a dynamic Expo

Top Producer Programs
We look forward to recognizing and rewarding our top qualifying producers within Independent Advisor Services and Institutional Services at the SUMMIT and MASTERS Conferences in 2012. These important advisor recognition, networking and educational events will be hosted at two premier resorts.

SUMMIT 2012

(Invitations extended to Executive Council and Chairman's Council qualifiers within Independent Advisor Services and Institution Services)

March 25-28, 2012 (3 nights)
The Fairmont Mayakoba, Playa del Carmen, Mexico

Tucked under a forest canopy and within a network of crystal clear waterways, the Fairmont Mayakoba sits alongside the Caribbean Sea in the heart of the Riviera Maya. This stretch of the Caribbean coast offers an unequaled travel experience in five different ecosystems (mangrove, tropical forest, lagoons, water canals and coastal dunes) and connects visitors with nearby Cancun, Cozumel and Playa del Carmen. Elegant rooms in the main building and casitas spread through 47 acres of indigenous jungle showcase extraordinary views of the tranquil Caribbean Sea, golf course (Greg Norman's first Mexican course design and host to the only official PGA TOUR event in Mexico), mangroves, lagoons and jungle. The resort's various areas are connected by a series of navigable lagoons enabling easy movement throughout the resort community using complimentary lanchas, a covered canal boat service, and a network of well-marked nature trails. Five freshwater pools, on-property tours (including boat and bird watching tours) and a full-service kids club provide added touches of family fun.

MASTERS 2012

(Invitations extended to Chairman's Club and Patriot's Club qualifiers within Independent Advisor Services and Institution Services)

May 5-8, 2012 (3 Nights)
Washington Marriott Wardman Park, Washington, D.C.

Springtime visits to Washington, D.C. are inspiring, with cherry blossoms blooming, great outdoor activities along the National Mall, and festivals celebrating international cultures. Located in residential northwest Washington, D.C., the Washington Marriott Wardman Park sits on 16 acres of gardens and woodland, is conveniently located next to a Metro stop and is just four blocks from the National Zoo. With a blend of charm, modern elegance and a historic landmark setting, the hotel has hosted a long list of U.S. Presidents and dignitaries. Amenities include an outdoor pool and sundeck, the perfect place for guests to enjoy down time. Locals enjoy taking in the fresh air of nearby Rock Creek Park and the eclectic shops and ethnic restaurants of the Adams Morgan neighborhood. Visitors will also delight in the hotel's close proximity to top area attractions such as Arlington Cemetery, the National Zoological Park, The White House, the National Cathedral, the Kennedy Center for the Performing Arts, the U.S. Capitol, the National Mall, and The Smithsonian Institution-the world's largest museum and research complex.