Integrated Financial Group
Integrated Financial Group

Integrated Financial Group Holds The Annual 2012 Consortium Retreat; LPL Financial Advisors Share Best Practices

Over 50 members of their consortium of LPL financial advisors and staff converged upon the Grand Hyatt Atlanta Hotel in Buckhead for the annual educational retreat held January 26th thru 28th. The Integrated Financial Group's 2012 Consortium Retreat is considered to be the highlight for the year among the independent advisor members. "It represents the essence of the consortium" - 'the Brain Trust' stated Don Patrick, Managing Director.

Atlanta, GA, February 14, 2012 --(PR.com)-- Advisor presentations and panels throughout the three-day event focused on revamping advisor practices to deliver greater client services more seamlessly, and improve profitability and structuring for growth. Other sessions dealt with new technology, social media and best practices with the consortium's investment program.

"The consensus among participants at the close of the retreat was that this opportunity for sharing knowledge and ideas with fellow professionals is necessary to ensure for all of the independent advisors to maintain their skills well into the future," says Don Patrick, Managing Director of the Integrated Financial Group. "The retreat unifies advisors and focuses brainpower in order to deliver the most practical, beneficial and effective financial solution for their clients."

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

About Don Patrick and Integrated Financial Group
Don Patrick brings over two decades of experience advising individuals, professionals, and businesses in a wide range of financial matters, from risk management, investments, and taxes, to general business financial planning. He specializes in helping pre-retirees and retirees with the myriad of financial issues they face at this most important phase of their financial lives. The primary goal is to provide a lifetime income stream, improve returns, protect their principal, and reduce taxes.

He has been a consultant for the Small Business Administration, and was regional Vice President of Smathers & Company, a California based investment management firm.

Don was Vice President of the nationally recognized firm, Conway Financial Advisors, in Boca Raton, Florida. While at Conway, he was a financial advisor; he headed their investment research department; was Vice President of the advisory firm; and started and headed the firms' highly successful investment division. For twelve years, he was Director of Financial Planning and Investments at Porraro and Associates in Atlanta, Georgia.

Currently, Don is Managing Director of Integrated Financial Group a consortium of independent financial planners with LPL Financial.

Don earned his MBA from the University of Southern California where he was graduated with honors. His major studies were small business development and finance. Undergraduate studies were completed at Loyola University Los Angeles in the areas of finance and economics. He served as a pilot in the U.S. Air Force, graduating first in his class.

An aeronaut who's been flying since age 16, Don has logged 11,000 hours mostly in jets for the Air Force and Eastern Airlines. He volunteers for and is an ardent supporter of Angel Flight, a non-profit organization of volunteer pilots who transport individuals with medical and financial needs.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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Visit www.integrated-financial-group.com for more information about Mr. Patrick and the consortium of advisors.

Note: When you need a knowledgeable professional to speak on complicated financial topics in an easy-to-understand and lively way, please call Don Patrick and the consortium of advisors at Integrated Financial Group.

Tracking Number: 1-039934
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Integrated Financial Group
Donald Patrick
770-353-6400
www.integrated-financial-group.com
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