Franklin Lakes — Debra Taylor of Taylor Financial Group, an independent wealth management firm, attended LPL Financial’s Private Wealth Symposium at St. Regis Monarch Beach in Dana Point, Calif., from May 2-4.
Approximately 180 advisors attended the invitation-only conference, which brought together LPL’s finest advisors to participate in a curriculum addressing topics ranging from estate planning to tax planning to pension liabilities for high-net-worth clients.
Gary Carrai, senior vice president, LPL Private Client, said, “We congratulate Debra Taylor on representing Taylor Financial Group at this exclusive event. The goal of the Private Wealth Symposium is to truly challenge our best advisors to strengthen and grow their practices by featuring an agenda which focuses on how to effectively market to, win and serve today’s high-net-worth investors.”
Debra Taylor, CEO and founder of Taylor Financial Group, said, “The Private Wealth Symposium provided us with the tools and tactics to most effectively serve our clients’ needs though general sessions and small sessions. Additionally, this conference provided us with the tools to better serve our high-net-worth investors, including how to best utilize alternative investments, estate planning, tax planning, and life insurance to meet their goals. I was thrilled to attend the conference as not only did I gain useful insights to better serve my clients, but I was also able to network with my peers and LPL’s executive management team, as well.”
