Wealth Management and Financial Planning for Credit Union Members Since 1979

Regional Sessions

Money Concepts University

Regional Sessions Include:

  • WEALTH MANAGEMENT SYMPOSIUM-
    A module program consisting of ten sessions in total using a well thought out sequence of information for a fast learning curve...basic to advanced training provided while covering the science and art of wealth management using the financial planning process.

  • PRODUCT MARKETING AND ADVANCED TAX PLANNING - These meetings take an in depth look at and analyze the mechanics of various financial products. Insight is also given on where the product is applicable and how it should be marketed.

  • PROCEDURES & COMPLIANCE WORKSHOPS - These workshops cover areas such as how to do business with Money Concepts Capital Corp. and its Advisory Services while ensuring FINRA and SEC regulatory compliance. It also provides answers to the most commonly asked compliance questions.

Money Concepts University Regional Sessions

What Credit Union Representatives Are Saying...

“Since we focus on our members as financial planning clients, our strategic alliance with Money Concepts has allowed us to keep a larger portion of the total member portfolio under one roof, dealing with people they know and trust.  Disintermediation has not been a result.  In fact, it has boosted our average deposit.”
Tim McMurry, CFP®, President & CEO
PowerNet Credit Union
Tampa, Florida

“Today, more than ever, our members look for expert advice on financial markets. Through Money Concepts, we are able to meet our members’ needs without increasing overhead or investing in costly systems.”
Kamil Sakici, CPA
Sr. Vice President & CFO
Great Lakes Credit Union
Chicago, IL

"Since 2001, Money Concepts, through their representative, Marc Hernandez, has been serving our members in financial planning and investments.  I must say that Marc is about “Service” and does practice the credit union philosophy of ‘People Helping People.’  We have been very satisfied with the program and our members always compliment the service Marc extends to them.”
Olga I. Villarreal, President & CEO
Valley Federal Credit Union
Harlingen, Texas

Wealth Management and Financial Planning for Credit Union Members Since 1979