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Get informed by attending webinars, information sessions, and events to support your business needs.

Webinars
Info Sessions

Webinars

Webinar

Take Care of Your Talent: 3 Tools to Safeguard Your Success

Your team is your greatest asset—are you giving them the support they need to thrive? In this session, we’ll explore three powerful solutions designed to help financial professionals strengthen their internal operations, protect their people, and set the stage for long-term success. Whether you're managing a growing team or building for the future, these tools can help you create a more resilient and productive practice.

May 15th, 2025 at 11:00am PST / 2:00pm EST

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Strategic Growth Through a Partial Book Sale: One Advisor's Story

Our advisors' stories as business owners are personal - whether they are opportunities to grow, the quest to protect their legacies, or the power to unlock the value of their life's work.

In part 1 of our M&A Webinar series, we will hear from advisor Angela Park Sheldon to learn how she was able to define her target client niche and grow her practice by leveraging several services from LPL Business Solutions, such as Partial Book Sales.

This 3-part series will dive into the real-world experiences of advisors who have navigated significant transitions, faced challenges head-on, and emerged with thriving businesses. Each advisor brings a unique perspective on succession planning, business growth, and legacy-building.

Thursday May 22nd, 2025 at 10:30am PST / 1:30pm EST

Guests: Angela Park Sheldon, Tortuga Wealth and Katie Bruner, SVP Capital Partners LPL Financial

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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, May 8th at 11:00am PST/ 2:00pm EST Register Now »

Thursday, June 12th at 11:00am PST / 2:00pm 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, May 8th at 12:00pm PST / 3:00pm EST Register Now »

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