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Webinars, information Sessions, and events to support your business needs

Webinar

Strategic Foresight: Positioning Your Business for Long-Term Success

Join host Mike Kent, VP of Business Solutions for a panel discussion on business best practices and strategies with LPL's Jared Fingeret, SVP Liquidity & Succession, Strategic Programs and Simeon Hills, VP CFO Solutions.

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Tuesday, April 9th at 11:00 AM PST / 2:00 PM EST


Webinar

Navigating the Terrain: Understanding Recent Tax Changes

Join us for an insightful session as we delve into the latest tax changes and what they mean for you. We will guide you through the most significant updates, breaking down complex tax jargon into simple, actionable insights. This webinar will equip you with essential knowledge to make informed decisions and optimize your tax strategies. Don't miss out on the opportunity to stay ahead in this ever-evolving world!

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Thursday, April 11th at 11:00 AM PST / 2:00 PM EST

Webinar

The Whole Picture: Holistic Financial Planning

Join us for an informative session on holistic planning.

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Tuesday, April 23rd at 11:30 AM PST / 2:30 PM EST

 


 

Webinar On-Demand 

Efficiency Redefined: The Power of Time Management and Outsourcing

View this exclusive webinar replay from February 22nd, 2024 Dr. Amy Leis! We  delve into effective time management strategies with Amy Leis, PhD, CFP®, AWMA®, CRPC® and Peter Jawidzik, VP of LPL Business Solutions. Discover invaluable insights and best practices to eliminate distractions, optimize your workflow, and enhance productivity, including the benefits of outsourcing and how it can empower you to reclaim valuable time. Spend your time, and your focus, on what matters most – serving your clients and growing your business!

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Information Sessions

Information Sessions

LPL Advisor Institute: New Advisor Training General Information Session

Are you looking to hire a new advisor and interested in tools to help you find talent with the highest potential to excel? Or, have you recently hired a new advisor and need help with their training? If you answered yes to either of these questions, then you’re invited to join us for a live, 30-minute information session. Learn about all of the Advisor Institute's programs and how they can help you expedite the hiring and development of new advisor talent. 

Current training programs include a robust 12-month option where new financial professionals take on increasingly more responsibility as they develop their own books of business, plus options for new advisors to get fully licensed, gain core business skills, or work towards their CFP® certification. 

 

Select a 30-minute information session:

Thursday, April 11th at 11:00 AM PST / 2:00 PM EST Register Now »

Thursday, May 9th at 12:00 PM PST / 3:00 PM EST Register Now »

Thursday, June 6th at 11:00 AM PST / 2:00 PM EST Register Now »

 

Information Sessions

LPL Advisor Institute: CFP® Certification Programs Information Session

Becoming a CFP® professional can propel your career to new heights and give you a competitive advantage over your peers. Join us for a live, 30-minute webinar to discover the transformative benefits of earning your CFP® certification. We’ll delve into all of the details of the certification process and share with you two certification program options that can help you kickstart your journey. One of these programs can help you get on the fast track, enabling you to be ready to take the CFP® exam in just 8 months.

 

Select a 30-minute information session:

Thursday, April 18th at 12:00 PM PST / 3:00 PM EST  Register Now »

Thursday, May 16th at 11:00 AM PST / 2:00 PM EST  Register Now »

Thursday, June 13th at 12:00 PM PST / 3:00 PM EST  Register Now »