Rawdin-Baron Financial, Inc. Renews Commitment to Wealth Management at 1st Global’s National Conference 2011

San Diego, CA – December 10, 2011 – Rawdin-Baron Financial, Inc., headquartered in San Diego, renewed its commitment to wealth management excellence at 1st Global’s 20th annual National Conference, November 13-15, 2011, at the Grand America Hotel in Salt Lake City, Utah.

This year’s conference, “The Next Act,” inspired 1st Global’s partner firms to discover their next act through targeted breakout sessions and insights from noted leaders. Michael E. Gerber, author of multiple E-Myth books, challenged everyone to start working ON their business not simply IN it. Diana Nyad, record-breaking athlete and fitness expert, spoke of her determination to swim from Cuba to America despite her two failed attempts earlier this summer. And, Dr. Arthur Laffer, known as “The Father of Supply-Side Economics,” provided an outlook of the political landscape in the coming year.

“Bruce Rawdin-Baron and Steve Pollock’s attendance at National Conference demonstrates its dedication to meeting the increasing needs of its clients through the adoption of industry best practices and world-class wealth management solutions,” said 1st Global CEO Tony Batman. “1st Global is looking forward to watching Rawdin-Baron Financial, Inc. continue to grow its practice and help its clients honor the important promises they’ve made to themselves and their loved ones.”

About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients.

1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

More than 500 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas, (214) 265-1201. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at www.1stGlobal.com.

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http://www.1stGlobal.com ©
2011 1st Global

Disclosure

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any company names noted herein are for educational purposes only.

All information is believed to be from reliable sources; however we make no representation as to its completeness or accuracy. All economic and performance data is historical and not indicative of future results. Market indices discussed are unmanaged. Investors cannot invest in unmanaged indices. Additional risks are associated with international investing, such as currency fluctuations, political and economic instability and differences in accounting standards.

Investing in securities in emerging markets involves special risks due to specific factors such as increased volatility, currency fluctuations and differences in auditing and other financial standards. Securities in emerging markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.

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Investing in fixed income securities involves credit and interest rate risk. When interest rates rise, bond prices generally fall. Investing in commodities may involve greater volatility and is not suitable for all investors. Investing in a non-diversified fund that concentrates holdings into fewer securities or industries involves greater risk than investing in a more diversified fund. The equity securities of small companies may not be traded as often as equity securities of large companies so they may be difficult or impossible to sell. Neither diversification nor asset allocation assure a profit or protect against a loss in declining markets. Past performance is not an indicator of future results.

Financial Planning offered through Reason Financial, a state Registered Investment Advisor. Investment advice offered through Merit Financial Group, LLC an SEC Registered Investment Advisor. Merit Financial Group and Reason Financial are separate entities. Tax related services offered through Reason Tax Group. Reason Tax Group is a separate legal entity and not affiliated with Merit Financial Group, LLC. Sean P. Storck CA Insurance Lic#OF25995 and Steven W. Pollock CA Insurance Lic#OE98073

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