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*** FOR IMMEDIATE RELEASE ***
FOR MORE INFORMATION, CONTACT: Reynold Cicalese, CPA, PFS 856.667.4100
Cherry Hill, NJ...................December 10, 2007 Page 1 of 2
ALLOY SILVERSTEIN FINANCIAL SERVICES, INC.
RENEWS COMMITMENT TO WEALTH MANAGEMENT AT
1ST GLOBAL’S 2007 NATIONAL CONFERENCE
Alloy Silverstein Financial Services, Inc. headquartered in Cherry Hill, NJ, renewed its commitment to excellence in wealth management at 1st Global’s Sixteenth Annual National Conference, held November 11 - 14, 2007, in Tucson, Arizona. The conference titled, “Making Your Mark in Wealth Management,” provided attendees with an opportunity to network with fellow advisors and industry professionals, receive valuable education, and leave inspired with an array of new ideas and business-building resources.
The four-day conference included presentations from leading industry experts. Attendees learned about the trends in the economy, the keys to branding, and how to nurture successful client relationships. The conference also delved into updates on retirement planning for small businesses, creative wealth distribution strategies for IRAs and other qualified plans, and tax-advantaged solutions strategies. In addition to these educational sessions, attendees had an opportunity to learn from their fellow financial advisors through panel discussions and networking events. All attendees left the conference with new ideas to positively impact the financial lives of their clients.
“Alloy Silverstein’s attendance at this year’s national conference shows their commitment to offering clients quality wealth management solutions,” said 1st Global CEO Tony Batman. “This commitment to excellence is what sets this firm apart. They are constantly seeking new opportunities to help their clients with financial solutions that will enable them to live their dreams.”
Alloy Silverstein Financial Services, Inc. is affiliated with1st Global Capital Corp., member FINRA and SIPC, a Dallas-based broker/dealer that specializes in helping CPAs and tax professionals build total wealth management practices. 1st Global is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas, (214) 265-1201.
For more information contact:
Reynold P. Cicalese, CPA, PFS
Alloy, Silverstein, Shapiro, Adams, Mulford, Cicalese, Wilson & Co.
900 Kings Highway North
Cherry Hill, NJ 08034
856.667.4100 extension 100
Email: RCicalese@alloysilverstein.com