H.D. Vest Wealth Management Planning Strategist Chad Smith Interviewed for Estate Planning Webcast
For Immediate Release
PR Contact: Susan Patrick
H.D. Vest Communications Consultant
(972) 870-6149
susan.h.patrick@wellsfargo.com
www.hdvest.com
March 18, 2009 – Irving, Texas – H.D. Vest’s Wealth Management Planning Strategist Chad Smith participated in a WebCPA.com webcast on estate planning March 18. This special webcast reviewed the key elements in an estate plan including wills, assignments of power of attorney, living wills, healthcare proxies, trusts, federal and state laws governing estates, and how to reduce the taxes on an estate.
About H.D. Vest, Inc.
Based in Irving, Texas, since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who distribute 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.


