Eva Kalivas Attends LPL Financial 2013 National Conference, a Leading Financial Services Event Focused on Increasing Value to Investors

Share Article

Eva Kalivas from EPIC Retirement Services Consulting LLC recently attended focus 13, a leading financial services industry conference hosted by LPL Financial, the nation's number one independent broker-dealer.*

Held in San Diego, August 18 to 21, focus 13 was one of the industry’s premier sales and education events for financial professionals. Approximately 5,700 attendees from around the country assembled to learn new strategies and skills, expand knowledge in numerous product areas, and network with peers and industry experts. They also heard from influential speakers who addressed current events and financial industry trends. The speakers included Zanny Minton-Beddoes, economic editor of The Economist; Eric Whitacre, Grammy-winning composer, and conductor and creator of the Virtual Choir; and General Colin Powell, one of the most revered Americans of the last quarter century.
Additionally, through the hundreds of business sessions, technology training sessions and continuing education classes at this event, advisors gained valuable knowledge to help them continually improve the level of service they offer.

“Attending focus 13 was an exceptional opportunity for me to attend a number of business sessions, technology training sessions and continuing education classes to stay well-informed of financial trends and industry best practices,” says Kalivas. “Most importantly, I also discovered strategies to continually improve my communication and engagement with my clients.”

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc., is the nation’s largest independent broker-dealer,* a top RIA custodian** and a leading independent consultant to retirement plans. LPL Financial offers integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,300 financial advisors and approximately 700 financial institutions. In addition, LPL Financial provides technology and clearing support to more than 4,000 financial professionals associated with other financial services companies. LPL Financial and its affiliates have approximately 3,050 employees with headquarters in Boston, Charlotte and San Diego. For more information, please visit http://www.lpl.com.


*As reported by Financial Planning magazine, June 1996-2012, based on total revenue.
**Cerulli Associates: RIA Service Agent Survey, Q1 2013.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Eva Kalivas
Visit website