Meeting with fellow tax preparers who are trying to build a financial planning business just like you is invaluable. Everyone works together to help each other grow their businesses. Just knowing that others are going through the same learning process you are going through is beyond helpful.MarC WAGNER, CPA, CFP®, CFS
Yardley, PA
H.D. Vest Advisor since 1987
Get the Facts from the People Who Really Know
Our Chapters are led by experienced H.D. Vest Advisors who deliver valuable educational content developed by financial training professionals at H.D. Vest. Because the Chapter Directors are working in the field of financial services every day with their own clients, they can lend the voice of experience to the concepts presented in the learning materials.
We hope you will consider attending one of the hundreds of local meetings held all over the United States. Because our Advisors are tax professionals, these meetings are not held during tax season. Therefore, the meetings take place from May through October. The next set of Chapter meetings will begin in May of 2009. We will have a full listing of meetings on this page in March 2009.