Money Concepts Announces Premier Keynote Speaker Line up for Annual Planning Conference in Hollywood, FL November 18-21 at the Westin-Diplomat

Share Article

Money Concepts is pleased to announce keynote speaker line up for their Annual Planning Conference. The agenda combines industry leaders, top producers and product experts. Conference sessions will focus on industry education, practice management, technology tools and compliance.

The Straightest Path to Success

The Straightest Path to Success

Money Concepts President and CEO Denis Walsh says, “We believe that quality education is critical to the success of our advisors and to the financial services profession.”

Wealth management and financial planning firm Money Concepts welcomes over 200 of their top advisors to Hollywood, FL for their Annual Planning Conference. The four-day conference objective focuses on the sharing of “Best Practices” among leading industry experts, top producers and product experts.

Money Concepts President and CEO Denis Walsh says, “We believe that quality education is critical to the success of our advisors and to the financial services profession. Our conference agenda reflects our culture of sharing within our network of financial professionals.”

Industry Expert Keynote Speakers include:

Nick Murray - One of the industry’s premier speakers and the author of eleven books for financial services professionals. His book for clients, “Simple Wealth, Inevitable Wealth”, is among the most successful privately published books of the last dozen years. Nick also publishes a monthly newsletter and “spot coaching” service for advisors, “Nick Murray Interactive”.

Eve Mayer Orsburn - CEO of Social Media Delivered
Ranked by Forbes as the Fifth Most Influential Woman in Social Media. Eve Mayer Orsburn is the CEO of Social Media Delivered one of the most respected social media companies worldwide serving clients with consulting training and outsourced social media. Eve has spoken in over 30 US cities, as well as Ireland, the UK and Iceland at universities, companies and conference groups.

Michael Roby - Author of “The Ultimate Small Cap Business: Building a Financial Advisory Practice”. Michael Roby is one of America’s leading sales and marketing coaches in financial services. Today Michael shares his expertise with professional service providers, including financial institutions, broker-dealers, insurance companies and financial product distributors.

Money Concepts Spotlight Presentations will include:

Roch Tranel, CFP - President and Founder of The Tranel Financial Group Libertyville, IL. Roch is the leader of Liberty One Management Team that manages over $270 million in client assets.

Chris Puffer, CFP - Owner of Puffer Financial Group Louisville, KY.

Susan Foster - Owner and president of Thornapple Financial Center Middleville, MI. She is an Accredited Business Accountant and member of the National Society of Accountants.

Russ Lytle - Regional Director of Money Concepts Bluegrass Region Louisville, KY.

Chris Blair, JD, CFP, MBA- Regional Director of Money Concepts Mile High Region in Denver, CO.

Brian Dodds - Money Concepts President Jacksonville, FL.

In addition to a great line up of speakers, attendees will enjoy technology workshops, panel discussions from product companies and continuing education sessions. This event is one of many programs hosted by Money Concepts throughout the year to benefit their national network of financial professionals.

About Money Concepts

Money Concepts Capital Corp. is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Established in 1979, and its parent company Money Concepts International, Inc. has a network of approximately 700 financial professional’s centers nationwide.

In addition to serving independent advisors, Money Concepts provides turn-key wealth management services for community banks, credit unions and tax professionals. Money Concepts advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services.

For more information, visit and follow us on Facebook, LinkedIn and Twitter.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Allen Porter
Money Concepts
561-847-2113 2113
Email >

Mario Monteiro
Money Concepts
561-472-2000 2004
Email >
Follow us on
Visit website