Events Calendar

Focus 2017

July 30, 2017

Boston Convention & Exhibition Center, Boston, MA

Organizer: LPL Financial conference.experiences@lpl.com

Event Details:

If you attend only one conference in 2017, this is the one to choose. LPL Financial’s flagship conference, Focus has earned a reputation as the premier networking and education event in the financial services industry. Thousands of financial professionals from around the country will convene in Boston to learn from industry experts and network with peers, sponsors, and LPL executives.

Open to advisors and staff of all levels, Focus boasts a robust series of educational sessions designed to help you get more of what’s most relevant to you—whether you’re interested in acquiring new accounts, streamlining your business, building client relationships, or learning about new investment strategies and trends. At the dynamic Expo, connect directly with key sponsor partners and get a look at the latest technologies, operational efficiencies, and partner programs designed to help you better serve your clients.

Back by popular demand are a variety of informative pre-day sessions that we’re excited to present and which offer hands-on training for essential LPL tools and resources, technology, and platforms. These full-day sessions, open to all advisors and their support staff, will provide new skills and proven best practices for making your business more productive.

Sacramento I-Forum Workshop

September 20, 2017
7:30am-2:00pm PST
Organizer: The Financial Services Network lparis@fsnweb.com

Event Details:

We hope that you can join us for our bi-annual Sacramento I-Forum Workshop.  The I-Forum is intended as a medium to share Ideas, Instruction and Implementation among a smaller group of advisors.  More details to come.

South Bay I-Forum Workshop

September 21, 2017
7:30am-2:00pm PST

The Westin Hotel
302 S Market St, San Jose, CA 95113

Organizer: The Financial Services Network lparis@fsnweb.com

Event Details:

We hope that you can join us for our bi-annual South Bay I-Forum Workshop.  The I-Forum is intended as a medium to share Ideas, Instruction and Implementation among a smaller group of advisors.  More details to come.

North Bay I-Forum Workshop

September 27, 2017
7:30am-2:00pm PST

Santa Rosa Golf & Country Club
333 Country Club Dr, Santa Rosa, CA 95401

Organizer: The Financial Services Network lparis@fsnweb.com

Event Details:

We hope that you can join us for our bi-annual North Bay I-Forum Workshop.  The I-Forum is intended as a medium to share Ideas, Instruction and Implementation among a smaller group of advisors.  More details to come.

East Bay I-Forum Workshop

September 28, 2017
7:30am-2:00pm PST

San Ramon Marriott
2600 Bishop Dr, San Ramon, CA 94583

Organizer: The Financial Services Network lparis@fsnweb.com

Event Details:

We hope that you can join us for our bi-annual East Bay I-Forum Workshop.  The I-Forum is intended as a medium to share Ideas, Instruction and Implementation among a smaller group of advisors.  More details to come.