Events

Let’s Get to Know Each Other

Each week, we’ll host events that give you an opportunity to ask questions and us a chance to get to know you. Upcoming:

Tech Overview

See how LPL’s technology integrates everything you need to run your business into a single, consolidated platform.

  • Monday, December 7 – 7 a.m. PT | 10 a.m. ET
  • Wednesday, December 9 – 1 p.m. PT | 4 p.m. ET
  • Monday, December 14 – 7 a.m. PT | 10 a.m. ET
  • Wednesday, December 16 – 1 p.m. PT | 4 p.m. ET

Asset Conversion 101

Learn how assets will convert between Waddell & Reed’s platforms and LPL’s.

  • Tuesday, December 8 – 7 a.m. PT | 10 a.m. ET
  • Friday, December 11 – 1 p.m. PT | 4 p.m. ET
  • Tuesday, December 15 – 7 a.m. PT | 10 a.m. ET
  • Friday, December 18 – 1 p.m. PT | 4 p.m. ET

All-Day Open Forum

Tune in throughout the day to learn about support teams and resources in specific areas of the business.

Thursday, December 17

  • Marketing – 8 a.m. PT | 11 a.m. ET
  • Advisory – 8:30 a.m. PT | 11:30 a.m. ET
  • Research – 10:30 a.m. PT | 1:30 p.m. ET
  • Financial Planning – 11 a.m. PT | 2 p.m. ET
  • High Net Worth / Financial Planning – 11:30 a.m. PT | 2:30 p.m. ET
  • Business Solutions – 1 p.m. PT | 4 p.m. ET
  • Succession Planning / Advisor Acquisitions – 1:30 p.m. PT | 4:30 p.m. ET

In Depth with LPL Tech

Take a peek into LPL’s technology and how it makes doing business easier.

  • Monday, December 7 – 1 p.m. PT | 4 p.m. ET
  • Wednesday, December 9 – 7 a.m. PT | 10 a.m. ET
  • Monday, December 14 – 1 p.m. PT | 4 p.m. ET
  • Wednesday, December 16 – 7 a.m. PT | 10 a.m. ET

Get to Know Your Support Teams

Get insight into the support available to you through LPL’s teams and resources.

  • Tuesday, December 8 – 1 p.m. PT | 4 p.m. ET
  • Friday, December 11 – 7 a.m. PT | 10 a.m. ET
  • Tuesday, December 15 – 1 p.m. PT | 4 p.m. ET
  • Friday, December 18 – 7 a.m. PT | 10 a.m. ET