Visit Us at HD Vest Connect 2017

26th Jun 2017

Picture of conference with Phil Pirio

If you’re planning to attend HD Vest Connect 2017 on June 27-30 at the Wynn Las Vegas & Encore Resort, be sure to attend our session and visit us at our booth.

We will be jointly presenting, “The Power of Tax Deductions for High Income Business Owners using Qualified Retirement Plans” Thursday, June 29 from 1:15 to 2:15 pm. Phil Pirio, our senior plan design consultant, will be speaking during this breakout session, along with Kevin Shipley of Benefit Solutions and host Carol Ventura of HD Vest.

Be sure to visit us at Booth #124. We’ll show you how to help your high-income clients save significantly on taxes – and income – for retirement. You’ll also be able to create a retirement plan proposal for your client in two minutes.

See you at the HD Connect 2017!

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