Finish 2022 off strong by attending this year's LifePro University, hosted both virtually and in-person, at Cape Rey Carlsbad Beach on September 15th! 

Location: Cape Rey Beach Resort in Carlsbad, CA

Date: September 15, 2022

Time: 10:00am PST

Patrick Kelly is the best-selling author of 7 books which together have sold more than 1,000,000 copies nationwide. He is one of the industry‘s most sought-after speakers and trainers, delivering his unique message to over 150,000 financial professionals from coast to coast since the release of his first book, Tax-Free Retirement, in 2007. One of his greatest passions is to help consumers understand they are able to step off the roller coaster of fear and loss and onto the peace-filled road of growth and stability. 

Ben, President of LifePro Financial Services, Inc., has been in the financial services industry for over 22 years. He leads a team of highly intelligent, energetic, and engaged individuals dedicated to the success of independent advisors.

Nathan Jacobson is an Executive Vice President at Simplicity Group, and is involved in the development of strategic partnerships, proprietary products, and sales training. David Gruenzner serves as VP of Sales in the life channel, focusing on proprietary products.

Heather is the Chief Executive Officer of LifePro Financial Services. Alongside LifePro Founder Bill Zimmerman, Heather helped grow the company from just four employees to the powerhouse

team it is today.

Robert, LifePro Asset Management's Managing Director, comes to LifePro with over 10 years of investment experience in equity and fixed income research with a focus on U.S. equities and high-yield corporate bonds. He is also versed in top-down U.S. equity strategy as well as bottom-up security selection and portfolio construction.

As Senior Marketing Coordinator for LifePro, Allee Marchini leads a team of marketers in developing creative content and implementing effective communication strategies for its advisors. She works with financial professionals on strategic marketing and branding campaigns to deliver relevant and timely content to their communities.

As the Vice President of Advanced Case Design, Brian works with LifePro’s top advisors and helps them with advanced cases, including tax-free retirement income planning, estate/wealth transfer, small

business planning, executive benefits, guaranteed income planning, and much more.

Every year, hundreds of the industry's sharpest financial professionals descend on San Diego, California to learn from the most influential dealmakers, advisors, and innovative executives in the industry so that your business can continue to grow and prosper. 

Our goal for the conference is to build the best content that will help you adapt to the changing world around us. Everything you'll hear at LPU are tested, proven tactics to increase leads and sales. 

Create connections across one of the most vibrant advisor communities in existence with fellow business owners who've been in your shoes, faced your challenges, and overcome the same obstacles. 

Gone are the days of boring panels, tired sales pitches, and hours of being spoken at. Enjoy hearing from uber-successful and engaging top executives who are eager to get you to the next level.   

It starts by attending LifePro University 2022.

Financial services are rapidly changing, and you can either be a catalyst for growth or get left behind. LifePro University is a destination for businesses of every size - from financial planners to investment managers. small independent practices to million-dollar RIAs, and team members from every type of firm.   

You’ll feel inspired and empowered by our keynote speakers and in-house industry experts. And through our extensive network, you’ll create connections across one of the most vibrant advisor communities in the world.

Let's grow and forge the future of our profession, together. 

To Your Success, 

The LifePro Family 

Not sure if you would rather attend in person or virtually? We get that your plans might change this year. No worries! You can choose to attend LPU 2022 either virtually or live in San Diego, California.

This year's exhibitor line-up brings together industry-leading partners, available at your fingertips, so that you can leave the conference with actional insights needed to push you and your business to greater heights.   

At LifePro, we're committed to your success as not only a financial advisor, but as a financial educator Discover what our advisors have to say about the LifePro advantage.

There’s nothing like the ocean views at the Cape Rey Carlsbad Beach Resort and Spa. Nestled along the sunny Pacific Coast in Northern San Diego and named the #2 best resort in Carlsbad, the resort features many balcony rooms with ocean views, all just 150 steps to the beach.

11512 El Camino Real, Suite 100, San Diego, CA 92130 | Ph: (888) 543-3776 | Em: info@lifepro.com

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