Join Us

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

Webinars
Info Sessions

Webinars

The Prepared Buyer: Turning Acquisition Plans into Sustainable Growth

Speaker: Mary Ann Buchanan and Josh Ifergan

Thinking about acquiring your first practice? This session is your blueprint for doing it right. But acquisition success isn’t just about the deal—it’s about preparation. You’ll gain practical insights into identifying the right opportunity, finding balance in your operations, valuation, due diligence, financing, and post-acquisition planning. Whether you're actively exploring or just starting to consider your options, this session will help you move forward with clarity, confidence, and the foundation to grow sustainably.

Tuesday, September 23rd at 11:00am PST/ 2:00pm EST Register Now »

Passing the Torch: Succession Planning

Speaker: Christina Zins, Summit Wealth and Katie Bruner, SVP, M&A Solutions at LPL Financial

Join us for a candid webinar where Christina Zins, CFP®, shares her personal journey of working with her father to execute an internal succession plan for Summit Wealth in Camarillo, CA. Discover the motivations, deal structure, financing, and future outlook of their father-daughter transition, along with insights from LPL's Succession Planning team, providing valuable takeaways for any advisor teams or families considering a similar path.

Tuesday, October 21, 2025 at 11:00 am PT / 2:00 pm ET Register Now »

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, October 9th at 11:00am PST / 2:00pm EST Register Now »

 

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, October 9th at 12:00pm PST / 3:00pm EST Register Now »