
Our
Commitment to Executive Education
Our firm’s value proposition emphasizes that
through extensive professional education and experience we utilize
comprehensive business planning strategies and wealth care management
services. As a commitment to upholding our firm’s value proposition,
Jim
recently attended the 2009 Eagles Executive Forum. It was hosted by 1st
Global Capital Corp. and designed to provide top-level executive
education for champion partners and directors of financial services.
The forum revolved around a few main themes: retirement income
planning, succession planning and valuation, market volatility and
sustainable income solutions. It also provided networking opportunities
with many of the investment companies that our firm utilizes in offering
comprehensive wealth care management services.
“Eagles Executive Forum is for those firms who
truly excel in offering their clients quality wealth management services,” said 1st
Global’s CEO Tony Batman. “This year’s Eagles Executive Forum honorees
are incredibly successful, professional, client-focused wealth
management firms. We at 1st Global are proud of their accomplishments
and honored to be their wealth management resource partner.”
In addition to attending the 2009 Eagles Executive
Forum, Jim was also able to attend a portfolio and investments
conference. The conference was able to provide valuable updates on the
following: fixed income investing, municipal bond investing, core
equity investing, small cap investing, international investing, and
value opportunities. The conference also provided an economic overview
update. Jim was also able to attend sessions on IRA/beneficiary reviews
and college savings plans.
If you would like to review any of your
investments or have any questions, please e-mail or call.
Securities
offered through 1st Global Capital Corp., member FINRA, SIPC
Investment advisory services offered through 1st Global Advisors, Inc.
James W. Harting

Moorman,
Harting Financial Services, Ltd.
Recognized for Accomplishments at
1st Global's National Conference in 2008

Moorman, Harting Financial Services, Ltd.,
Financial Advisors
Moorman Harting Financial Services, Ltd. was
recognized for its achievements in wealth management at 1st Global’s
seventeenth annual National Conference, held November 9 – 12, 2008 in
Colorado Springs, Colorado. This year’s conference, “The Essential
Promise of Comprehensive Wealth Management,” provided attendees with an
opportunity to network with experienced advisors and industry
professionals, receive valuable education, and leave inspired with an
array of new ideas and business-building resources.
1st Global’s top firms were recognized for their
accomplishments over the past year during an awards celebration gala held at
the conclusion of the conference. The professionals at Moorman Harting
Financial Services, Ltd. were honored for their achievements with the two
diamond eagle award.
The celebration dinner presented an opportunity to
honor firms and individuals for a wide range of accomplishments. Diamond
Eagle awards were presented to top firms who achieved specific goals set
forth at the beginning of the year. All of these prestigious awards are
highly coveted as they are given only to select firms who truly excel in
offering quality wealth management services to their clients.
“Moorman Harting Financial Services, Ltd.’s commitment
to serving clients’ comprehensive wealth management needs is what sets them
apart. Moorman Harting Financial Services, Ltd. is constantly seeking and
discovering new ways to define their distinguishing value to clients and
helping their clients deliver on the promises they make to their loved
ones,” said 1st Global CEO Tony Batman. “We are honored to be able to
recognize Moorman Harting Financial Services, Ltd.’s outstanding
achievements, and we wish them continued success in the future.”
Moorman Harting Financial Services, Ltd.’s advisors are
registered representatives of 1st Global Capital Corp., member FINRA and
SIPC, a Dallas-based broker/dealer that specializes in helping CPAs and tax
professionals build total wealth management practices. 1st Global is
headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas,
(214)265-1201. Investment advisory services offered through 1st Global
Advisors, Inc.

James W. Harting and Alan E.
Wolters representing
Moorman, Harting Financial Services, Ltd., with Eagle Award


