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Conferences and Events

Throughout 2014, LPL Financial will provide important educational and training opportunities to advisors associated with Independent Advisor Services, Institutional Services, and Retirement Partners. Our 2014 Conference Services Playbook provides a comprehensive view of the tools and resources available to help you build, win, and achieve extraordinary results. And below are just a few of the many offerings planned for 2014.

LPL Financial focus14 Conference
August 10-13, 2014
San Diego Convention Center, San Diego, California

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 offers advisors and staff of all levels 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 2014. These important advisor recognition, networking and educational events will be hosted at two premier resorts.

SUMMIT 2014
March 10-14, 2014
Monte Carlo, Monaco

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

MASTERS 2014
April 27-30, 2014
Honolulu, Hawaii

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

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.