(PRWEB) September 26, 2013
Money Concepts®, announces partnership with Benefit Planning, Inc. (BPI). BPI offers federal benefits and retirement training, workshops and seminars, allowing agencies to fulfill their required employee training goals. With $120 million in client assets nationwide, they offer assistance on an individual basis, by appointment, to insure a more personal retirement planning session.
“We feel the move was the right one and that Money Concepts® was definitely the right partner”, according to BPI President Anthony Tinsley. “We believe that Money Concepts® is committed to helping their advisors grow their potential through education, products and streamlined technology.”
BPI has specialized representatives throughout the US with over 200 years of combined experience in federal benefits, as well as financial planning. BPI is an approved GSA contracted vendor. GSA discounted pricing is available to all Federal Agencies for BPI’s training programs.
Money Concepts® President, Denis Walsh, is very pleased to welcome Benefit Planning Inc... “BPI serves a focused market providing education and planning services to federal employees. We believe that their business model is a great addition to our platforms serving independent advisors, financial institutions and tax professionals. Money Concepts® and Benefit Planning Inc. share a similar culture and approach to business and that is exciting to us.”
About Benefit Planning, Inc.:
Since 1987, Benefit Planning, Inc. has been providing special services to Federal and Postal Employees. BPI conducts informative training seminars that deal with numerous variables affecting an individual’s retirement. Some of these variables include: Social Security, Public Pension Offset, Windfall Elimination, Military Service Credit, Deposit/ Re-deposit, Buyouts, Life Insurance, Thrift Savings Plan and much more. In addition to their Shelbyville, KY headquarters, BPI has local representatives in Indianapolis, IN, Lakewood, OH, Cincinnati, OH and West Point, NE. For more information, visit http://www.benefit-planning.com.
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 registered representatives, advisors and insurance agents, 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 alternatives investment services.