Local Financial Services Professional Attends National Conference in Denver

H.D. Vest Advisor Lynn A. Schmidt of Winter Haven recently attended the 28th annual National Conference of H.D. Vest Financial Services®. The National Conference was held at the Colorado Convention Center in Denver, CO, June 4-7, 2014.
 
WINTER HAVEN, Fla. - June 23, 2014 - PRLog -- H.D. Vest Advisor Lynn A. Schmidt of Winter Haven recently attended the 28th annual National Conference of H.D. Vest Financial Services®. The National Conference was held at the Colorado Convention Center in Denver, CO, June 4-7, 2014.

At the conference, Schmidt chose from customized courses and sessions by top experts, including breakout sessions, general sessions and special events. Schmidt gathered new ideas for helping her clients work toward their financial goals.  She also heard from many informative keynote speakers this year, including H.D. Vest President & CEO Roger Ochs; Dr. Jerry Webman, Chief Economist at Oppenheimer Funds, Inc.; Molly Fletcher, Sports Agent, MWF Enterprises; political affairs authority Andrew Friedman; Linda Eaton, M.Ed, LPC, Cannon Financial; and Tim Gard, CSP, CPAE.

“Our CONNECT2014 Conference in Denver, CO...was an enormous success. We welcomed a record-breaking number of Advisors as we focused on delivering a platform of Reinventing Growth strategies, technologies and support,” said Roger Ochs, H.D. Vest President & CEO. “We are grateful not only for the support of our Advisors as we continue to evolve and enhance our business model, but also in the fact that the industry is waking up to our unique value offering.”  Not only has Schmidt been a financial advisor with H.D. Vest since 1997, but she is also a wealth management advisor and Certified Tax Coach.

As the founder of Lynco Financial & Tax Services, Inc., Lynn Schmidt has over 30 years of experience with saving her clients' tax dollars.  She brings degreed accounting experience to her clients along with accreditation as an Enrolled Agent - a federally licensed tax professional.  She is also an insurance agent, Certified Fund Specialist, Certified Senior Advisor and Accredited Retirement Advisor.

Schmidt serves 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, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multi-generational estate planning, comprehensive tax reporting, account consolidation and systematic investment plans.

About H.D. Vest, Inc.

Since its inception in 1983, 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 banking solutions. Approximately 4,500 independent contractors manage over $35 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.

*Securities offered through H.D. Vest Investment Services SM, Member: SIPC, Advisory services offered through H.D. Vest Advisory Services SM

*Lynco Financial & Tax Services, Inc. is not registered broker/dealer or independent investment advisory firm

Contact
Lynn A. Schmidt
***@lyncotax.com
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Tags:Tax, Finance, Accountant, Winter Haven, 33880
Industry:Accounting, Financial
Location:Winter Haven - Florida - United States
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