HWM attends TDAmeritrade National Conference

Haisman Wealth Management attends national conference with two former U.S. Presidents

FORT MYERS, Fla. (Feb. 16, 2010) – CERTIFIED FINANCIAL PLANNER™ professional Donald Haisman, along with Catherine Jackson, director of research and investments and Evan McGrath, operations manager at Haisman Wealth Management recently attended TD AMERITRADE Institutional’s largest national conference. Former presidents, Bill Clinton and George W. Bush discussed perspectives on leadership and the pressing problems inside and outside of today’s government. The conference was designed to give independent wealth management advisors a competitive edge in the industry’s rapidly changing environment.

Although Clinton and Bush, along with Super Bowl MVP and Fox NFL Sunday commentator Terry Bradshaw were the main draw for the nearly 2,000 attendees, Haisman says the real value derived from the conference came from several workshops designed specifically for businesses like his.

“With the regulatory environment in upheaval due to all of the fraudulent practices uncovered during the financial crisis, investment regulatory agencies are racing to change the regulatory environment,” says Haisman. “Sweeping reforms of the securities and investment industry are underway and by attending this conference our team is now better equipped to head off potential compliance issues for our business and help advise our clients more effectively.”

Haisman was also impressed with the new leading edge technology and investment products showcased to help provide a better way to allocate client’s investments.

“There is so much that is new in our industry including strategies and methods as well as software to help identify ways of potentially obtaining greater returns without additional risk,” adds Haisman. “Our entire team benefitted from the workshops and that will in turn benefit our clients who are looking for guidance in these challenging times.”

Haisman is the president of Haisman Wealth Management, Inc which just completed its 30^th year in business in Southwest Florida. Haisman Wealth Management provides investment management and financial planning services to high net worth individuals, businesses and organizations. Haisman built the firm as a result of his frustration with the inherent conflict-of-interest fostered in commission-based sales of financial services. Instead, his company is a fee-based registered investment advisory firm.