Published July 02. 2016 09:02AM
Local representatives Stanley Warner and Juliann Longhi of Tamaqua attended CONNECT 2016, HD Vest's annual national conference, in Washington, D.C., from June 1-4.
HD Vest is the leading independent broker-dealer empowering holistic wealth management-based investment services.The conference brought together top advisers, industry experts and financial service providers to discuss popular practices and the latest concepts in client wealth management solutionsCONNECT 2016 hosted more than 1,600 participants, and discussed HD Vest's focus on supporting independent advisers who combine tax solutions and financial services."It was an honor to attend CONNECT 2016. I found the event to be an invaluable resource for networking with peers from around the country and, perhaps most importantly, to learn firsthand from HD Vest executives and industry experts regarding best practices related to the successful integration of sound tax and investment advice into one wealth management solution aimed at helping our clients to pursue their long-term financial goals," said Stanley Warner.Events included a lineup of speakers, highlighted by industry experts and commentators such as Gen. Colin Powell, former secretary of state, and provided opportunities to network with thought leaders from across the industry. The event also included interactive educational workshops and breakout sessions, as well as the opportunity to meet with 125 financial product firms and exhibitors to discuss some of the latest ideas encompassing a wide range of practice management and wealth management solutions.
Stanley Warner, right, of Longhi Financial shakes hands with former Secretary of State Colin Powell at the recent HD Vest Connect 2016 Conference. CONTRIBUTED PHOTO