PN Financial Services, LLC Demonstrates Commitment to Redefining Exceptional as a Wealth Management
December 13, 2018
.jpg){kind=icon}
Carl McGookey of PN Financial Services, LLC with offices in Sandusky and Norwalk, Ohio attended the 2018 1st Global National Conference that took place from Nov. 11–13 at the Omni Louisville. Annually, research and consulting partner to CPA wealth management firms 1st Global hosts a three-day event featuring A-list speakers, an expo with premier partners, technical training and networking opportunities, ending with a formal awards gala celebrating our financial advisors and wealth management assistants.
“1st Global firms set themselves apart from the crowd because of their commitment to redefining what it means to be exceptional, consistently demonstrating what it takes to excel in remarkable fashion,” 1st Global Chairman and CEO Tony Batman said. “They are dedicated to the individuals, families and businesses they serve, and they create a precedent for others to follow through their passion and admirable conduct.”
1st Global deeply appreciates PN Financial Services, LLC’s devotion to serving its clients through comprehensive financial planning advice and commends PN Financial Services, LLC on its continued progress and accomplishments.
In keeping with the level of excellence demonstrated by its firms, the theme of 1st Global’s National Conference 2018 was “Redefining Exceptional.” 1st Global firms like PN Financial Services, LLC live out this theme every day in their offices by differentiating themselves in the marketplace, pacesetting firm growth and leading the charge on in delivering an extraordinary client experience.
1st Global enlisted the wisdom of a handful of key speakers to share their experiences and insights on significant trends that drive markets and the significant opportunities created by them. Speakers included Shawn Achor, Harvard researcher and positive psychology expert; Sally Hogshead, “New York Times” bestselling author, researcher and creator of The Fascination Advantage®; Wade D. Pfau, PhD, CFA®, professor of retirement income at The American College and founder of the Retirement Researcher; Robert C. Doll, CFA®, senior portfolio manager and chief equity strategist, Nuveen Asset Management; Jeff Bush, principal of The Washington Update; and Ronald J. Baker, founder of VeraSage Institute.
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 350 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.
Securities are offered through 1st Global Capital Corp., which is a Member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.
(###)
www.1stGlobal.com
© 2018 1st Global
“1st Global firms set themselves apart from the crowd because of their commitment to redefining what it means to be exceptional, consistently demonstrating what it takes to excel in remarkable fashion,” 1st Global Chairman and CEO Tony Batman said. “They are dedicated to the individuals, families and businesses they serve, and they create a precedent for others to follow through their passion and admirable conduct.”
1st Global deeply appreciates PN Financial Services, LLC’s devotion to serving its clients through comprehensive financial planning advice and commends PN Financial Services, LLC on its continued progress and accomplishments.
In keeping with the level of excellence demonstrated by its firms, the theme of 1st Global’s National Conference 2018 was “Redefining Exceptional.” 1st Global firms like PN Financial Services, LLC live out this theme every day in their offices by differentiating themselves in the marketplace, pacesetting firm growth and leading the charge on in delivering an extraordinary client experience.
1st Global enlisted the wisdom of a handful of key speakers to share their experiences and insights on significant trends that drive markets and the significant opportunities created by them. Speakers included Shawn Achor, Harvard researcher and positive psychology expert; Sally Hogshead, “New York Times” bestselling author, researcher and creator of The Fascination Advantage®; Wade D. Pfau, PhD, CFA®, professor of retirement income at The American College and founder of the Retirement Researcher; Robert C. Doll, CFA®, senior portfolio manager and chief equity strategist, Nuveen Asset Management; Jeff Bush, principal of The Washington Update; and Ronald J. Baker, founder of VeraSage Institute.
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 350 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.
Securities are offered through 1st Global Capital Corp., which is a Member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.
(###)
www.1stGlobal.com
© 2018 1st Global
Contact:
Kris McLaughlin
kristinm@pncpa.biz, (419) 668-2552 Ext. 233
