Independent Broker-Dealer Money Concepts to Host Annual Planning Conference November 17-20
PR Web |
Independent Broker-Dealer, Money Concepts has begun preparation for their Annual
> Pre Conference Workshops on Operations & Technology
> Keynote Presentations
> Track Sessions for Tax Professionals & Financial Institutions
> "Best Practice" Sessions spotlighting
Money Concepts President & CEO
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®:
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,
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