INSIGHT WEALTH GROUP RECOGNIZED AS ONE OF TDA’S ELITE ADVISORS

2014 TD AMERITRADE ELITE ADVISOR SUMMIT

Insight Wealth Group was honored to be recognized by TD Ameritrade at their Elite Advisor Summit, which was held June 10-13, 2014 in Dana Point, CA. This was Insight Wealth Group’s first invitation to the event, which limits attendees to roughly the top 200 firms affiliated with TD Ameritrade.

The annual conference is an intense three-day workshop. The conference schedule included presentations by top TD Ameritrade executives, representatives from the Wharton School of Business and former Federal Reserve Chairman Ben Bernanke.

“There were a number of excellent presentations. We’ll draw on the knowledge gained at the conference as we continue to search for innovative ways to manage money,” said Andrew Dorr, who represented Insight Wealth Group at the conference. “That said, the most enlightening part of the trip was having the opportunity to interact with some of the best financial advisors in the business. There was a real sense of collaboration throughout the week. We can’t ever pass up an opportunity to learn and improve for our clients.”