Independent Wealth Management and Financial Planning firm Money Concepts to host International Financial Planning Congress at Atlantis Resort, Bahamas June 28-July2.

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Independent broker dealer Money Concepts Capital Corp. will host key conference for advisors with agenda packed with education and training from industry leaders.


Atlantis Resort, Bahamas

Our Congress brings the best of the best for our advisors- Denis Walsh, President & CEO

Independent advisors with Money Concepts look forward to a week of working sessions to enhance their education and business development during their Financial Planning Congress at the Atlantis Resort, Bahamas.

The Congress agenda is filled with sessions focused on product and technology updates along with panel discussions from top advisors on practice management. In addition Money Concepts has a strong line up of keynote speakers including:
Karl Rove, Tonya Reiman, Bill Cates, Peter Ricchiuti and Bob Valvano.

Money Concepts President & CEO Denis Walsh states " Our Financial Planning Congress brings the best of the best for our advisors. This is reflected in our agenda and the strong relationships among our advisors who benefit from the working sessions and networking with their peers."

Money Concepts has quietly grown to more than 700 advisors. Today’s advisors enjoy the culture of sharing and the lack of proprietary constraints and corporate/board pressures. Instead, advisors can focus on their business with a business partner committed to be their Straightest Path to THEIR Success.

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.

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Contact Author

Allen Porter
Money Concepts
561-847-2113 Ext: 2113
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Mario Monteiro
Money Concepts
561-472-2000 2004
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