Below is a Press Release from the Elite Retreat I qualified to attend with other advisors in order to expand my knowledge and share creativity.
Deanna LaRue, a financial services professional in Woodstock, Ga, recently attended the Elite Retreat conference hosted their broker/dealer, HD Vest Investment ServicesSM. As a top Advisor, Deanna LaRue 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.
“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 Deanna LaRue. “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.”
Deanna LaRue serves the needs of individuals, corporations, partnerships, trusts and estates providing traditional brokerage accounts*, fee-based managed accounts*, private money management*, individual and business retirement plans, education planning, stocks*, bonds*, mutual funds*, life insurance, disability and long-term-care insurance, variable* and fixed annuities*, multigenerational estate planning, account consolidation and systematic investment plans*.
*Deanna LaRue, Registered Representative, *Securities Offer through H.D. Vest Investment ServicesSM, Member SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 N.State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-600