David Workman from Workman & Associates, Inc. recently attended the Business Leaders Forum 2014 in Austin, TX, one of two invitation-only regional events hosted by LPL Financial, the nation’s number one independent broker-dealer.*
Business Leaders Forums are tailored for top-producing advisors at LPL Financial to help them learn new business development and proactive management techniques, and provide them with the opportunity to network and share ideas with like-minded peers. The events include presentations from LPL Financial professionals and strategic partners.
“Attending the Business Leaders Forum helps demonstrate our firm’s commitment to continuing education,” says David Workman. “Through this event, I gained insight into many of the latest financial strategies and trends that will allow me to continue putting my clients’ best interests first.”
About LPL Financial
LPL Financial, a wholly-owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer. LPL and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,500 financial advisors and approximately 700 financial institutions. Additionally, LPL supports more than 4,000 financial advisors who are affiliated and licensed with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL and its affiliates have more than 3,000 employees with employees and offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
* As reported by Financial Planning magazine, June 1996–2014, based on total revenue.
Estate planning should include a will, a trust, or both. Dave explains both in the second part of this three-part series.