**PRESS RELEASE** EILEEN H. LAW ATTENDS HD VEST FINANCIAL SERVICES® ELITE RETREAT NETWORKING CONFERENCE Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice Eileen Law, a financial services professional in Nederland, TX recently attended the Elite Retreat conference hosted their broker/dealer, HD Vest Investment ServicesSM. HD Vest is a leading independent broker/dealer, empowering holistic tax and wealth management-based financial advice through a network of independent Advisors across the country. As a top Advisor, Eileen Law qualified to attend the conference in Palm Beach Gardens, Florida with over 200 Advisors, November 4-7. HD Vest Elite Retreat is a networking and learning event for premium Advisors focused on peer-to-peer idea sharing. Attendees participated in interactive share shops, heard informative sessions led by the HD Vest executive leadership team and keynote speakers. The goal of Elite Retreat is to explore ways to create a unique, indispensable and repeatable process to offer clients ongoing personalized financial services. “It was an honor to qualify for and attend HD Vest’s Elite Retreat, where I had the opportunity to hear from the HD Vest leadership team about new resources I can to leverage to better assist my clients,” said Eileen. “I also discussed with my peers what clients are looking for and ways I can meet their needs not only today, but well into the future.” Roger Ochs, President & CEO of HD Vest, said, “We were pleased to host Eileen Law at our 2014 Elite Retreat Conference in Palm Beach Gardens. This is an event our top Advisors look forward to each year as they share a common commitment to providing their clients with top of the line service starting with taxes, defining and prioritizing wealth management issues, creating a plan and then bringing that plan to life. They have all shown enormous initiative in continuing to develop themselves professionally, learn from others in our industry and share their own experiences to work toward a common goal.” Eileen Law has been an Advisor with HD Vest since 2004. She has an office in Nederland, TX, since 1994. Eileen graduated from Lamar University with a degree in Accounting in 1987 and received her Certified Public Accounting license in 1989. She has over 25 years of public accounting and investment experience. Eileen serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, stocks, bonds, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multigenerational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans. About HD Vest Investment ServicesSM HD Vest Investment Services is a leading, privately-owned independent broker/dealer empowering the delivery of holistic and objective financial advice through a network of Advisors whose roots began and continue as tax professionals. HD Vest provides tailored training, practice management support, turnkey asset management solutions, and comprehensive technology platforms to nearly 5,000 trusted independent Advisors across all 50 states, as well as facilitating opportunities to share best practices and obtain peer group mentoring. The firm is ranked number 20 in Financial Planning magazine’s 2013 list of top independent broker/dealers across the nation. HD Vest Investment Services is headquartered in the Greater Dallas area, in Irving, Texas, and is wholly owned by HD Vest Financial Services. For additional information, please visit hdvest. HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name. Securities offered through HD Vest Investment ServicesSM, Member SIPC Advisory services offered through HD Vest Advisory ServicesSM 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000
Posted on: Fri, 21 Nov 2014 05:00:01 +0000
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