SAN ANTONIO — Award-winning Author, Financial Advisor and CEO to present at CPA and Tax Professional Boot Camp Sept. 6 -7 at the Hilton San Antonio Airport Hotel.
Money Concepts International announces the new Transition Entry Program for CPAs and tax professionals. The program can save the tax professional $7,000 in fees and licensing expenses. The Business Transition Plan can provide them the opportunity to make financial planning and wealth management a service to their tax clients.
Ruben Ruiz, MSFS, ChFC, RFC will speak at the boot-camp alongside Nick Hodges, CPA/PFS, MBA, CFP, Ursula Mentjes, CEO, William Peterman, CPA, CFP, RFC, Ed Guerrero, CPA, Christopher J. Passero, CPA, MA and Alan Lockhart, CEO.
Topics to be covered include providing more efficient methods to add financial services and maintain the principles of tax practices and implementing the tax-financial services practice for profit, tax-diversification is almost non-existent for the majority of tax clients, using warm-based marketing questions to schedule financial planning meetings with tax clients, closing financial services on the first meeting with tax clients and the transition of converting clients to a fee-based asset management advisory practice and increased revenue and family time.
Ruiz is President and CEO of The Ruiz Financial Group, LLC and Regional Director of Money Concepts Financial Planning Centers in San Marcos and San Antonio, Texas. Ruiz teaches, educates, and provides consulting services to clients and associates in wealth management and financial planning. Ruiz is one of a very few number of advisors (about 1%) that has a Master’s of Science in Financial Services.
An avid speaker, Ruiz has spoken to over 500 groups ranging from baby boomers and senior citizens to parents and business owners, as well as educators, non-profit organizations, and corporate employees on the topics of strategies to accumulate wealth, maximize their tax-benefits, investment options, risk tolerance, and reaching their wealth and financial independent goals.
A native of San Marcos, TX, he holds a BBA in Marketing from Southwest Texas State University (now Texas State University). He served as a member of the Texas State University Board on Estate Planning and is a member of the University’s Alumni Association.
He received a Master of Science degree in Financial Services (MSFS) from the American College (1928) in Bryn, Mawr, PA.
Professional designations throughout his financial career include the Chartered Financial Consultant (ChFC), Chartered Life Underwriters (CLU) from the American College, and the Registered Financial Consultant (RFC) designations.
Money Concepts wealth management and planning centers have a long tradition of helping clients build, manage, and protect their wealth through financial planning and investment advisory services. Money Concepts International has been successfully servicing independent financial professionals for over 30 years. Tax professionals may visit www.MoneyConceptsTexas.com for more information.