Conferences & Education

Like-Minded Peers and Industry Thought Leaders

One of the easy-to-overlook benefits of our scale is the quality of connections and educational content it makes possible. When you’re part of a community of 17,000 advisors, you’ll meet hundreds of people just like you – whatever flavor that may be. And our conferences are a perfect setting to do just that.

Thanks to the strength of our partnerships, you’ll also have access to exclusive content from thought leaders who are shaping the future of financial services. Join us for a range of events, including our national conference (Focus), rewards conferences, boutique events, and trainings.

When our LPL community comes together, skills get sharper, networks get wider, and advisors get energized.

Focus

Our flagship conference, open to advisors and staff of all levels, is the premier sales and education event of the financial services industry. Each year, thousands of advisors share the excitement and energy of a vibrant community, elite speakers, and entertaining diversions at Focus.

Get a feel for Focus in this short video.

Summit and Masters

When advisors excel, we recognize them. At the highest level, Summit gathers a prestigious community of leaders to share learnings and discuss solutions for the most pressing issues facing our industry.

Outstanding performers at the Patriot’s Club and Chairman’s Club are recognized at Masters. This event celebrates success, inspires performance, and explores valuable insights for both life and career.

Advisor U

Our advisors receive exclusive access to educational content from prestigious speakers. Designed with your practice in mind, our live and on-demand training programs cover topics to help you grow your business.

Women Business Leaders Forum

In this community-fostering event, our top women advisors come together for two days of dynamic speakers, targeted breakouts, and innovative social events.

This symposium showcases current industry trends with a specific focus on alternative products and strategies that deliver new financial solutions for your business.

An exclusive, invitation-only, regional event, Accelerate is an opportunity to network with top-producing peers, industry leaders, and internal business partners and take a deep dive into strategies you can implement immediately.

An exclusive, invitation-only event, Private Wealth Symposium delivers insights into the high-net-worth marketplace and technical content around the multidisciplinary nature of wealth management.

This powerful leaders’ forum event offers a unique and one-of-a-kind advanced learning experience for the top annuity and insurance producers. It offers thought leadership on behavioral finance themes and applied concepts.

With a dedicated focus on the annuity and insurance industry, this symposium offers general sessions covering a complementary mix of planning issues, product and industry trends, positioning strategies, sales practices, and tools for efficiency.

This forum is an introduction to the LPL Research team and a training on the mechanics of portfolio construction, asset allocation, positioning, buying, and selling. You’ll also join interactive sessions with the LPL Advisory Consulting team and asset managers.

The top 100 fee-based advisors are invited to join this customized event on business development and client management techniques.

These regional workshops are designed for advisors who would like to learn about Retirement Partners tools and services and are interested in growing their retirement plan business.

Learn more about new retirement-plan-focused initiatives at LPL, gain insights from industry experts, and network with peers about best practices and more.

Share and discuss your experiences with Participant Advice Solution and gain tools and insight for growing the retirement segment of your practice.

Our annual conference for retirement plan advisors brings together leading minds from within the industry, provides a forum for exchanging ideas, and offers comprehensive, educational workshops to help you drive business growth in challenging, changing times.