H.D. Vest Financial Services to host 22nd Annual National Conference
For Immediate Release
PR Contact: Susan Patrick
H.D. Vest Communications Consultant
(972) 870-6149
susan.h.patrick@wellsfargo.com
www.hdvest.com
Irving, Texas (May 10, 2008) – H.D. Vest Financial Services, one of the oldest and largest independent financial services firms specializing in training tax professionals, will host its 22nd annual National Conference at the MGM Grand at Foxwoods Resort and Casino, beginning June 10. The four-day conference will feature more than 75 educational sessions, including breakout sessions, the second annual Advisor Keynote Speaker competition, general sessions and hands-on technology training in the new Technology Theater as well as exhibits and special events to celebrate H.D. Vest’s 25th anniversary.
“In today’s economic environment, many clients are looking to their H.D. Vest Advisor for advice,” said Roger Ochs, H.D. Vest president. “It’s a great time to learn about the latest investment solutions, learn how to use our newest technology, and network with other advisors and solution providers.”
The conference will feature many expert speakers on topics such as retirement planning, estate planning, practice management, insurance solutions and technology. General session speakers include Simple Wealth, Inevitable Wealth author Nick Murray, wealth management specialist Steve Gresham, estate planning attorney Sally Mulhern, organizational and time management expert Julie Morgenstern, and motivational speaker Steve Farber.
H.D. Vest celebrates its 25th anniversary as a firm this year. Many events during the conference will commemorate the firm’s 25-year history including a welcome reception and Back to the ’80s party for all attendees. This conference will also highlight many of the new technology initiatives launching to support the firm’s Paperless Office initiative such as Remote Capture and the rollout of the 8 Wealth Management IssuesSM process to all Advisors.
In addition to hosting National Conference annually, H.D. Vest offers a variety of training options for Advisors and their staff including H.D. Vest Elite AcademySM , Insurance and Advisory Summits, and Winter Area Meetings.
About H.D. Vest, Inc.
Based in Irving, Texas, H.D. Vest Financial Services® supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 5,400 independent contractors manage over $30 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001.
Securities offered through H.D. Vest Investment ServicesSM , Member SIPC,
Advisory services offered through H.D. Vest Advisory ServicesSM ,
non-bank subsidiaries of Wells Fargo & Company,
6333 N. State Highway 161, Suite 400, Irving, TX 75038 (972) 870-6000.


