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      • People & Culture

      Independent Broker-Dealer Money Concepts to Host Annual Planning Conference November 17-20


      News provided by

      Money Concepts

      Sep 30, 2014, 03:00 ET

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      The Straightest Path to Success
      The Straightest Path to Success

      Palm Beach Gardens, FL (PRWEB) September 30, 2014 -- Independent Broker-Dealer, Money Concepts has begun preparation for their Annual Planning Conference November 17-20 in Hollywood, FL. The educational agenda includes;
      > Pre Conference Workshops on Operations & Technology
      > Keynote Presentations
      > Track Sessions for Tax Professionals & Financial Institutions
      > "Best Practice" Sessions spotlighting Money Concepts Advisors

      Money Concepts President & CEO Denis Walsh commented " the Annual Planning Conference reflects the culture of sharing within our firm. Advisors openly share with one another and work together to improve the services they provide to their clients."

      Post this

      Money Concepts President & CEO Denis Walsh commented " the Annual Planning Conference reflects the culture of sharing within our firm. Advisors openly share with one another and work together to improve the services they provide to their clients."

      As an independent advisors owning their planning centers representatives provide holistic financial planning services to their clients. During the conference advisors enjoy a full agenda focused on improving their business, continuing their education and gaining insight on the latest

      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 http://moneyconcepts.com/advisor and follow us on Facebook, LinkedIn and Twitter

      Allen Porter, Money Concepts, http://www.MoneyConcepts.com, 561-847-2113 Ext: 2113, [email protected]

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