Margie was recently on ABC12 news promoting the Women, Wine, Fashion & Finance Fundraiser. Click the picture above for the video!
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|• Pension Election/Rollover/Buyout Planning||• 401(k) Rollovers, IRA's, Roth's|
|• Social Security Planning||• Retirement Planning|
|• Transfer Wealth Strategies||• Tax Free Income Strategies|
FENTON, MI (February 20, 2013) – Margie Shard from Shard Financial Services Inc. has been invited to attend the LPL Financial MASTERS conference thanks to her superior performance. This invite-only event will be held March 11-14 in Scottsdale, AZ and will host the nation’s top advisors.
The MASTERS conference gives LPL Financial the chance to recognize and award their most productive advisors. In addition to award ceremonies, the conference will also provide educational sessions to ensure continued excellence in customer-based performance.
“Continuing education is vital in this industry and attending the MASTERS conference shows that our firm is committed to constant improvement,” Shard said. “I look forward to being able to incorporate the information I learn.”
About Shard Financial Services Inc.
Shard Financial Services Inc. is an independent financial advisory located in Fenton, MI. President & Wealth Advisor Margie Shard is a CERTIFIED FINANCIAL PLANNER PROFESSIONAL™ and a LPL Registered Principal. While serving a diverse array of clients, Margie and her team have found special interest from women and couples, helping to guide them through major life events. They are also involved in the community, hosting an annual “Women, Wine, Fashion & Finance” fundraiser to benefit the Food Bank of Eastern Michigan. For more information visit www.shardfinancial.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker-dealer (as reported by Financial Planning magazine, June 1996–2012, based on total revenue), a top RIA custodian and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 13,300 financial advisors and approximately 680 financial institutions. In addition, LPL Financial supports more than 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with headquarters in Boston, Charlotte and San Diego. For more information, please visit www.lpl.com.
Margie has been given the “Community Hero Award” by the Fenton Regional Chamber of Commerce. The award was given to her at the Chamber’s Annual Awards Dinner on November 9.
Established in 2008, the award “honors everyday people who have gone out of their way to help others and their community.” Margie was nominated as a result of her work with the Food Bank of Eastern Michigan and the Women, Wine Fashion & Finance fundraiser. After a visit to the food bank, Margie saw that they needed some help. The WWFF fundraiser was a perfect opportunity to raise money for a worthy cause, raising over $19,000!
Margie is glad she was able to help her community, and was excited to continue helping with out with the second annual WWFF fundraiser on March 7.