VIRTUAL EVENTS

What Advisors Need to Know About Retirement Industry Shifts

The retirement landscape is evolving rapidly. Stay ahead of emerging regulations, fiduciary standards and client expectations with this essential webinar designed for retirement plan professionals.

LPL will explore current industry developments, share best practices for demonstrating fiduciary responsibility, and offer ways to support your growing practice. Learn how to discover opportunities at the growing intersection of retirement and wealth planning.

December 15, 2025
12:30p PT | 3:30p ET
1 CE Credit
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SUMMARY

Key Takeaways:

  • Industry trends and regulatory updates
  • Explore convergence strategies between retirement and wealth planning
  • Discover tools and resources to better serve plan sponsors and participants

Whether you're a seasoned retirement plan professional or just beginning to explore expanding your offerings, this webinar will provide actionable insights to help you stay ahead.

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Michael Doshier

Senior Vice President, Retirement Partners
LPL Financial

Greg Bailey

VP, Associate Counsel
LPL Financial

Mary Kate Clement

Vice President, Government Relations
LPL Financial

Todd Rosenbluth

Head of Research
VettaFi

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