NEWS RELEASE
For immediate release
David Nelsonm CFP®, CLU, ChFC, President of NelsonCorp Wealth Management
Attend Cambridge Wealth Strategies Workshop in Baltimore, Maryland
(Clinton, Iowa) – May 1, 2012 – David Nelson, CFP®, CLU, ChFCof NelsonCorp Wealth Management recently attended the Cambridge Wealth Strategies Workshop in Baltimore, Maryland. Nelson had the honor of being chosen to address over 100 financial professionals and guests from across the country as part of a panel consisting of fellow rep-advisors. Nelson and the rest of the elite panel presented their experiences of incorporating estate planning in their practices as well as general financial planning principals, planning for health care in retirement, income tax planning, transforming Social Security into winning retirement strategies, and investment planning. Attendees walked away with a deeper understanding of industry relevant topics and the tools to implement new strategies in their practices.
Face-to-Face Engagement
Cambridge’s Wealth Strategies Workshops are based on a broad offering of relevant professional education for rep-advisors and access to highly acclaimed speakers. First Vice President of Marketing, Bobbi Martin, directs workshop strategies to focus on designing sessions that will provide attendees with the ability to engage with industry experts and other experienced financial professionals on a face-to-face basis. Wealth Strategies Workshops are an example of Cambridge’s dedication to providing opportunities for financial professionals to continually enhance their knowledge to better serve clients.
NelsonCorp Wealth Management has office in Clinton and Davenport Iowa. For over 30 years, NelsonCorp has been providing comprehensive wealth management to clientele consisting of small business owners, pre-retirees and retirees. In March 2010, David Nelson CFP®, CLU, ChFC was named to the Barron’s Magazine’s 1,000 Top Advisors in the United States and the #4 Advisor in Iowa. In August 2010 he was recognized on the Registered Rep Magazine’s “America’s Top 100 Independent Advisors” list. For more information visit Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated.
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc., member FINRA/SIPC, is an independent, privately owned broker-dealer with over 2,000 independent registered representatives and nearly $45 billion in assets under management. Cambridge provides innovative fee programsand a full menu of commission offerings to advisors across the nation. Recognized in the industry as The Fee Experts®1, Cambridge has been ranked a fee leader among independent broker-dealers for 11 consecutive years2.
1THE FEE EXPERTS® is a registered trade mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers. 2Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2011
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.