Visit Us at HD Vest Connect 2017
26th Jun 2017

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!

Dedicated DB@ DedicatedDB
We offer a broad array of materials to help you learn about our retirement products and to help you sell. https://t.co/8at2JCXmjt
8:01 PM • 24 March 2023







Dedicated DB@ DedicatedDB
Make Tax Season As Painless as Possible by Taking These 6 Steps https://t.co/3LdsqV6AbN
7:57 PM • 24 March 2023







Dedicated DB@ DedicatedDB
This consultant's estimated accumulation with a Defined Benefit plan is expected to exceed $1.9 million, and he wil… https://t.co/4CC5wdpa4K
11:02 PM • 22 March 2023







Dedicated DB@ DedicatedDB
Here are 10 sobering stats on #RetirementPlanning in 2023 https://t.co/ihHgJitjD6
10:59 PM • 22 March 2023







Dedicated DB@ DedicatedDB
Why are Cash Balance #retirement plans a great option for self-employed doctors and owners of small medical practic… https://t.co/0EZFBkl9RU
11:01 PM • 21 March 2023







Dedicated DB@ DedicatedDB
Top 5 Personal Finance Books To Read In 2023 https://t.co/bues3q3e0B