LPL Financial will host its annual LPL Focus conference in Boston this year for financial advisors, program managers and their staffs.
The conference, which starts on Sunday and ends on Wednesday, is taking place at the Boston Convention & Exhibition Center. More than 3,000 advisors, program managers and staffers and more than 1,100 sponsors have registered for the conference, as of July 24.
The conference starts on Sunday with the Focus on Women event, a forum for female advisors. LPL executives, industry leaders and advisors will discuss the unique challenges and opportunities for female advisors.
Also on Sunday, the LPL Financial Foundation will host a volunteer event to benefit City Year Boston and Crossroads for Kids. LPL advisors along with employee volunteers will take part in a leadership development activity with 9th grade students from Crossroads’ C5 Leadership Program to offer mentorship and support to the students as they prepare to transition into a new school year. Volunteers will also assemble school supply kits that City Year will distribute to Crossroads’ campers in the Boston area.
Monday will start with a general session with Dan Arnold, LPL’s president and CEO. The featured speakers on Monday include Lisa Hughes, Boston anchor and journalist, with Lori Greiner from Shark Tank.
Then, on Tuesday, the general session will feature a panel discussion moderated by Andy Kalbaugh, managing director and divisional president of National Sales and Consulting. The panel will include subject matter experts from various business areas to discuss the future of advice – including Matt Enyedi, executive vice president of National Consulting & Marketing; Jeremy Holly, senior vice president of Strategic Business Solutions; Rob Pettman, EVP of Product & Platform Management; Brad Hearn, EVP of Business Consulting; Kirby Horan, SVP of Research; and Dimple Shah, EVP of Strategy.
The featured speaker on Tuesday is best-selling author Seth Godin, author of “The Domino Project” and “We Are All Weird.”