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2010 Conferences and Events

Throughout 2010, LPL Financial will provide its advisors with important educational and training opportunities.

Business Leaders Forums
A series of regional conferences hosted three times in 2010, 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.

focus10
The LPL Financial annual conference has earned a reputation as the premier sales and education event in the financial services industry. focus10 takes place in Boston July 28-31, 2010, at the Boston Convention & Exhibition Center.

focus10 benefits include:

  • Choose among hundreds of business sessions, technology training and continuing education classes
  • Gain valuable knowledge to improve the services you offer to clients and about operational efficiencies
  • Learn from influential speakers as they address key industry trends and leadership topics

Incentive Programs
LPL Financial will reward the achievements of its top producers at one of three incentive programs in the spring of 2010. These important educational, networking and recognition events will occur at premier resorts in the continental U.S. and offer qualifying advisors the opportunity to reflect and reignite in a tranquil setting.

Summit Conference – Executive Council and Chairman’s Council Advisors
March 4 - 7, 2010
J.W. Marriott Camelback Inn, Scottsdale, AZ

The landmark resort, set on 125 acres of lush desert landscape, will provide our advisors with an authentic Southwestern experience offering Pueblo style casitas. Nestled at the base of Mummy Mountain and overlooking the famous Camelback Mountain, this is a place to relax and enjoy natural beauty while enjoying spa, tennis, golf and pool, as well as hiking trails and outdoor activities.

Masters Conference – Chairman’s Club and Patriot's Club Advisors
February 26 - March 1, 2010
J.W. Marriott Desert Ridge, Phoenix, AZ

Located in the Sonoran desert, surrounded by the grandeur of the McDowell Mountains, the J.W. Marriot luxury hotel near Phoenix offers spa treatments, outstanding restaurants and championship golf. Every room has outstanding views and luxurious appointments.

Institution Services Top Producer Conference - Patriot's Club Advisors and above
March 10 - 13, 2010
J.W. Marriott Camelback Inn, Scottsdale, AZ

The landmark resort, set on 125 acres of lush desert landscape, will provide our advisors with an authentic Southwestern experience offering Pueblo style casitas. Nestled at the base of Mummy Mountain and overlooking the famous Camelback Mountain, this is a place to relax and enjoy natural beauty while enjoying spa, tennis, golf and pool, as well as hiking trails and outdoor activities.

LPL Financial eLearning Center
LPL Financial eLearning Center is the firm's online training solution for business tool and technology solutions training. This educational resource is designed primarily for new advisors and/or advisors or office team members who wish to enhance their technical skills.

LPL Financial: Your Enabling Partner
Partnership with our advisors continues to drive us forward as the independent broker/dealer market leader.* We are excited to provide a more robust experience for our advisors while sharing new concepts with those who drive our business. We look forward to bringing our advisors excellent resources to assist them in the growth of their independent practices.

* Based on total revenues, Financial Planning magazine, June 1996-2008.