Wealth Management and Financial Planning Firm Money Concepts to host Fall Council of Presidents meeting in Cincinnati, OH September 23-24.

Share Article

Independent Financial Advisors from Money Concepts to attend two day workshop focusing on Practice Management, Compliance and Technology Training.

205 Council of Presidents

Our financial professionals embrace continuing education to better serve their clients. Allen Porter, VP of Marketing

Wealth Management and Financial Planning firm Money Concepts will host a 2 day workshop for their independent advisors September 23-24 in Cincinnati, OH. This workshop focuses in the areas of Practice Management, Compliance and Technology.

"Money Concepts is committed to the professional growth, training and continuing education of our independent advisors. This workshop is one of over 20 such meetings we host throughout the year" states Allen Porter, VP of Marketing and Business Development.

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. Money Concepts® was 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 based financial institutions 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.

All Securities Offered Through Money Concepts Capital Corp. | Member FINRA/SIPC
Money Concepts Advisory Service is a Registered Investment Advisor with the SEC
All Non Securities and Non Advisory Products through Money Concepts International, Inc., 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

For more information, visit http://www.moneyconcepts.com/Home/Join#/ 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 Ext: 2113
Email >

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