The Money Concepts Difference
If you consider yourself to be a bit of a firebrand who wants to shake up the traditions of the financial industry, then we think you’ll find yourself in good company with us.
David Spellman
San Antonio, Texas Partner
Website
Lisa Ford
Dallas, Texas Partner
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Henry Harris
Plano, Texas Partner
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Carlos Valadez
San Antonio, Texas Partner
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Eagles Vision Meeting
Embassy Suites by Hilton San Antonio - Airport
We are thrilled to announce the Eagles Vision Meeting, which is scheduled to take place in San Antonio, TX from January 10th to 11th, 2025. By attending, you will not only expand your understanding of Money Concepts but also have the chance to connect with industry professionals and like-minded individuals. Don't miss out on this exceptional occasion – register today to stay informed by filling out the form to receive the latest news and updates.
Tanya Serrano
8303094554
tserrano@moneyconcepts.com
Friday, January 10, 12:00 PM - 01:00 PM
Programs
We're looking for you if you’ve grown dissatisfied with the way the financial world has treated you—its peddling of products, its confining restraints, the ever-growing gap between effort and reward. You favor collaboration over kickbacks. And you yearn to join a community of like-minded professionals who support their colleagues’ independence and push them to succeed.
Does any of this sound familiar? Then maybe it’s time to make a change. Let’s find out if Money Concepts is a fit for you.
MCI/65
Are you ready to elevate your business and provide a comprehensive, holistic experience to your clients?
Tax Professionals
Are you excited to expand your services and unlock new opportunities in financial planning to grow your practice?
Referring Partner
Interested in sending referrals to our region? This is a great opportunity to leverage relationships while earning!
Business Transition
Ready to take the next step in selling your practice? Reach out to us today and let's embark on this journey together! Your success is our priority.
Coach's Corner
Introducing the eleventh edition of “Coach’s Corner,” our monthly newsletter brought to you by Vice President of Professional Development, Duane Porter.
