This type of professional development is invaluable. It not only provides a framework to systematically address our clients' financial needs, but also allows us to interact with some of the top professional in the business to stay current on developments and issues.
West Orange, NJ (PRWEB) November 13, 2008
H.D. Vest Advisors Nelson Couto and Anthony DeFranco of NJ CPA firm Couto, DeFranco & Magone recently attended the 22nd annual National Conference of H.D. Vest Financial Services® and celebrated H.D. Vest's 25th anniversary as a firm. The conference, held at the MGM Grand at Foxwoods in CT, featured an array of educational forums by top experts.
With more than 75 educational sessions, including breakout sessions, general sessions and the new interactive Technology Theater as well as exhibits and special events, Couto and DeFranco gathered new ideas for helping their clients work toward their financial goals.
"In today's economic environment, many clients are looking to their trusted H.D. Vest Advisor for advice," said Roger Ochs, H.D. Vest president. "This year's national conference allowed advisors to learn the latest solutions for clients, learn how to use our newest technology and network with other advisors and solution providers."
Couto and DeFranco heard from informative keynote speakers this year, including Simple Wealth, Inevitable Wealth author Nick Murray, wealth management specialist Steve Gresham, and estate planning attorney Sally Mulhern.
According to Nelson Couto, "This type of professional development is invaluable. It not only provides a framework to systematically address our clients' financial needs, but also allows us to interact with some of the top professional in the business to stay current on developments and issues."
Couto and DeFranco, along with firm partner Nick Magone, have been advisors with H.D. Vest since 1996. Together, they serve 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, multi-generational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans.
About Couto, DeFranco & Magone
Launched in 1992, NJ CPA firm Couto, DeFranco & Magone provides estate and tax planning services for individuals and businesses. The firm also offers traditional accounting, tax preparation and auditing for non-profit organizations, religious and educational institutions, and privately held companies, as well as cost certification services to the real estate industry. Headquartered in West Orange, NJ, Couto, DeFranco & Magone also has offices in New York City. For more information, call 973- 325-3370 or visit http://www.cdmcpas.com/.
About H.D. Vest, Inc.
Based in Irving, Texas, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 5,400 independent contractors manage over $30 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001. Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM, non-bank subsidiaries of Wells Fargo & Company, 6333 N. State Highway 161, Suite 400, Irving, TX 75038 (972) 870-6000.