Attending PLC 2023

LPL's Annual Conference Dedicated to Helping Our Programs Grow

Members of Financial Resources Group attended LPL’s annual Program Leadership Conference (PLC) Feb. 16-18. The event was held in Fort Lauderdale at the Marriott Harbor Beach Resort and Spa where approximately 300 investment program leaders from financial institutions across the country were in attendance.

This invitation-only conference included 25 of our firm’s institution partners along with Bruce Miller, Mark Stieve, Chris Thompson, Warren Bausert, CFP®, ChFC®, and Cindy Nagel, CFP® of Financial Resources Group.

PLC is designed to help program leaders enhance the skills needed to help their programs grow. The event features various general sessions, breakout sessions and workshops where participants had an opportunity to share fresh ideas, discuss relevant session topics and practical strategies that align with their program’s goals. Check out our video collage for some of the highlights from this year’s premiere event!

Jenny Franchi, Senior Marketing Account Manager

Jenny Franchi, Senior Marketing Account Manager

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Attending PLC 2023

Members of Financial Resources Group attended LPL’s annual Program Leadership Conference (PLC) Feb. 16-18. The event was held in Fort Lauderdale at the Marriott Harbor Beach Resort and Spa where

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