Nancy J. LaPointe Attends National Educational Conference for Financial Advisors

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Submitted by  Navigate Financial

Nancy J LaPointe
Nancy J LaPointe

Nancy J. LaPointe, Owner and Financial Planner of Navigate Financial in Lacey, WA, recently attended a national educational conference for independent financial advisors.  Hosted by Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, the sold-out event drew more than 900 financial professionals from across the nation. Participants gathered in Orlando, Florida, October 6–9, 2014, where they connected and collaborated with peers, colleagues, and industry partners to strengthen their leadership and enhance the high-end service that they provide to clients.

The conference theme, Changing Viewpoints/Fresh Insights—Creating New Pathways to Success, encouraged attendees to dig deeper, approach opportunities from different vantage points, and lead their clients to financial success. Advisors were challenged to take a fresh approach to their practice, with unique perspectives offered from insightful and reflective minds.

The general sessions featured two compelling keynote speakers: Malcolm Gladwell, author, and Andrew McAfee, principal research scientist, Massachusetts Institute of Technology. Both speakers left attendees empowered with their profound convictions relating to how technologies are changing society, how ideas spread, how decisions are made, and what lies at the root of success, providing advisors key takeaways for helping their clients succeed.

Brad McMillan, Commonwealth’s chief investment officer, presented an economic and market update in the closing general session.

The conference provided strategic and implementable methods for advisors to enhance their businesses, including educational sessions on a range of topics from improving practice efficiency and financial planning for the next generation to investment strategies.

“It was our privilege to host Nancy LaPointe at our 2014 National Conference,” said Wayne Bloom, CEO of Commonwealth. “LaPointe, along with our community of highly regarded independent advisors, took part in four days of advanced sessions, programs, and networking opportunities—demonstrating a commitment to continued growth, directly benefiting her practice and clients. “We value our ongoing partnership with Navigate Financial, and will continue to provide the resources needed to propel their practice forward.”

About Navigate Financial

Nancy J. LaPointe has been providing individuals and organizations with financial guidance since 2000. Located at 4520 Intelco Loop SE, Ste. 1D, Lacey, WA  98503, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.navigatefinancialnw.com.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

About Commonwealth Financial Network

Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.

 

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