 |
  |
      |
|
Get the Facts from the People Who Really Know
"Meeting with fellow tax preparers who are trying to build a financial planning business just like you is invaluable. Everyone works together to help each other grow their businesses. Just knowing that others are going through the same learning process you are going through is beyond helpful."
Marc Wagner, CPA, CFP®, CFS
Yardley, Pennsylvania
H.D. Vest Advisor since 1987
At H.D. Vest, we understand how important it is to choose the right partner when adding financial services to your practice. We encourage you to ask a lot of questions and visit with other tax professionals who have chosen to partner with H.D. Vest. To facilitate that conversation, we invite you to visit your local H.D. Vest Chapter Meeting.
Our Chapters are led by experienced H.D. Vest Advisors who deliver valuable educational content developed by financial training professionals at H.D. Vest. Because the Chapter Directors are working in the field of financial services every day with their own clients, they can lend the voice of experience to the concepts presented in the learning materials.
Here is what some Chapter Directors had to say about why Chapter Meetings are important:
"Being successful is all about having a passion for your career. Attending Chapter Meetings will expose new Advisors to successful Advisors who have a passion for what they do and are willing to share that passion with those in their groups."
Ed Ryan
Rutherford, New Jersey
H.D. Vest Advisor since 1992
"The Chapter Meetings provide a place where members can share ideas, learn about products, and explore the technology that is available to them. In general, the Chapter Meetings help both new and experienced Reps feel more comfortable with providing financial services to their clients."
Janice Towne, CPA, CFP®
Keosauqua, IA
H.D. Vest Advisor since 1999
We hope you will consider attending one of the hundreds of local meetings held each month all over the United States. The only thing we ask is that you let us know you are coming so we can welcome you, include you in the meal count, and ensure you get the most value out of your visit. All H.D. Vest Chapter Meetings are free of charge and usually include a meal and up to 1.5 CPE (varies by state).
How to Register
To register to attend an H.D. Vest Chapter Meeting, please check the PDF schedule of meetings, organized by region, state, and then city name. Then, click on the "Contact Us" button below and enter your information. In the comments box, type in the city and date of the meeting you are interested in attending. We will contact you with the exact location, time and any other information you may need to attend.
2008 Chapter Meeting Information
Western U.S. (AK, HI, CA, WA, OR, ID, CO, MT, AZ, NV, UT, NM)
Central U.S. (OK, TX, KS, NE, ND, MN, IL, IA, WI, MO, AR, LA, IN, MI)
North Eastern U.S. (ME, VT, NH, MA, CT, NY, PA, NJ, MD, OH)
South Eastern U.S. (WV, VA, KY, TN, GA, SC, NC, FL, AL, MS)
If you have any questions about the H.D. Vest Chapter nearest you, please contact us at newbusiness@hdvest.com or call us at (800) 742-7950.
"When you attend a Chapter Meeting, you learn things that you would have never thought about. It opens your eyes to what other Advisors are thinking and doing (what you should be doing)."
Richard Miller, CPA
Wilmington, DE
H.D. Vest Advisor since 2000
|
Affiliation and Compensation Options |
 |
