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Conferences and Events

Throughout 2015, LPL Financial will provide important educational and training opportunities to advisors associated with Independent Advisor Services, Institutional Services, and Retirement Partners. 

LPL Financial Focus 2015 Conference
July 26-29, 2015
Boston Convention and Exhibition Center, Boston, Massachusetts 

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 2015 Conference offers advisors and staff of all levels opportunities to:

  • An energizing opening-night concert featuring the legendary Hall and Oates!
  • Industry-leading speakers who will share business insights and perspectives on the global economy, including former Federal Reserve Chairman Ben Bernanke.
  • 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
Delivering an extraordinary, personal experience befitting of the best advisors in the industry is our focus at this year's top producer conferences. We're looking forward to presenting new ideas and sharing inspirational perspectives, while recognizing and celebrating outstanding achievement.

Summit 2015
March 8-12, 2015
Kauai, Hawaii

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

Masters 2015
March 20-23, 2015 - Wave One
March 23-26, 2015 - Wave Two
Ft. Lauderdale, Florida

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

Business Leaders Forums
October 13-15, 2015 - Charlotte, NC
December 1-3, 2015 - San Diego, CA

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.