Certified Public Accountant & Tax Professional Boot Camp

SAN ANTONIO —Certified Public Accountant and Tax Professional Boot Camp to be held 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.

Speakers include Nick Hodges, CPA/PFS, MBA, CFP, CRFA, Ursula Mentjes, CEO, Ruben Ruiz, MSFS, RFC, ChFC, Ed Guerrero, CPA, Christopher J. Passero, CPA, MA, William Peterman, CPA, CFP, RFC 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 and the transition of converting clients to a fee-based asset management advisory practice and increased revenue and family time.

There are three models or turn-key business plans for the tax professionals and CPAs. In addition to covering all three models, the speakers will disclose the three types of industry models for running a successful practice.

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.

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Author and Certified Public Accountant to present at CPA and Tax Professional Boot-Camp

SAN ANTONIO — Author and Certified Public Accountant (CPA) to present at CPA and Tax Professional Boot-Camp at the Hilton San Antonio Airport Hotel Sept. 6-7.

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.

Nick Hodges, CPA/PFS, MBA, CFP, author of The Lazy CPA, will present on providing more efficient methods to add financial services and maintain the principles of tax practices and implementing the tax-financial services practice for profit.

Hodges will present alongside Ursula Mentjes, CEO, Ruben Ruiz, MSFS, RFC, ChFC, Ed Guerrero, CPA, William Peterman, CPA, CFP, RFC, Christopher J. Passero, CPA, MA and Alan Lockhart, CEO.

Presentations include the transition of converting clients to a fee-based asset management, advisory practice and increased revenue and family time, 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 and closing financial services on the first meeting with tax clients.

Hodges’ innovative strategies program includes specialized processes, management techniques, suites of services and customizable financial programs. By providing these types of strategies to clients, it allows tax professionals to not only capture all their assets but deepen their relationship with them to a point that they are their sole financial solutions provider. 

Tired of sitting by and watching his tax clients receive inadequate financial planning services from others, Hodges launched financial services at his firm in 1996. Tireless in his pursuit to find the best services for his clients, he systematically researched and perfected the best methods to add financial services.

In the midst of its implementation, his wife faced a major health crisis that required his full involvement. A dedicated family man and professional, Nick was unwilling to let the process languish while he attended to his family’s needs. Faced with significant time constraints, he was forced to establish more efficient methods that maintained his principles. The “Lazy CPA” perspective was birthed during this time of need.

After successfully weathering the family crisis while maintaining the professional load, Nick realized that he created a new approach that eliminated non-essential activities, maximized client service and generated additional revenue – all with a minimum investment of his time and energy. The result was happier clients, more family time and greater achievements. Nick now shares with other accountants what he learned through seminars and books.

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.

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No. 1 best-selling author and sales expert to present at CPA and Tax Professional Boot Camp

SAN ANTONIO — No. 1 best-selling author and sales expert to present at CPA (Certified Professional Accountant) 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.

 Ursula Mentjes, inspirational speaker, founder of Sales Coach Now, author of Selling with Intention and One Great Goal and a certified sales coach, specializes in Neuro-Linguistic Programming to help clients increase sales quickly. 

Her presentation will help attendees discover the selling with intention formula to increase sales, release fears about selling, create an intentional schedule to sell more in less time and understand how financial set-points prevent success.

Honing her skills at an international technical training company, where she began her career in 1996, Mentjes increased sales by 90% in one year. In 2001, when the company’s annual run was in the tens of millions, Mentjes advanced to the position of president at 27 years old.

Mentjes serves as president elect of NAWBO-CA, on the Board of Inspire Life Skills, is president of Business Resource Connection and is on the Advisory Council for the Institute for Women Entrepreneurs.  Mentjes is a recipient of the NAWBO-IE ANITA Award, 2007 and 2011 Spirit of the Entrepreneur Awards Finalist and was featured on the talk show Exclusive TV. 

Mentjes will present alongside Nick Hodges, CPA/PFS, MBA, CFP, Ruben Ruiz, MSFS, RFC, ChFC, Ed Guerrero, CPA, William Peterman, CPA, CFP, RFC, Christopher J. Passero, CPA, MA and Alan Lockhart, CEO.

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.

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Award-winning Author, Financial Advisor and CEO to present at CPA and Tax Professional Boot Camp

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.

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CPA and Tax Professional Boot-Camp in San Antonio

SAN ANTONIO — Certified Public Accountant 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.

Christropher J.  Passero, CPA, MA, will present on “closing financial services on the first meeting with tax clients” alongside Nick Hodges, CPA/PFS, MBA, CFP, Ursula Mentjes, CEO, Ruben Ruiz, MSFS, RFC, ChFC, Ed Guerrero, CPA, Alan Lockhart, CEO and William Peterman, CPA, CFP, RFC. 

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 and the transition of converting clients to a fee-based asset management advisory practice and increased revenue and family time.

Passero is the President of Passero Adams, Inc. and the Regional Vice President of Money Concepts.  He is one of Money Concepts' top financial planners and is recognized for the outstanding client services he provides to his clients.  He graduated from West Virginia University with a Masters in Professional Accountancy.  To further his qualifications, he received his Certified Public Accountant designation from the West Virginia Board of Accountancy in 1987.

Passero Adams Inc. takes personal interest in each of their clients and works hard to develop strategies. As a company that encompasses clients in 30 states, 90% of contacts are held in person. Passero Adams Inc's primary advisor is a CPA and an investment advisor. Passero Adams Inc's compassion is to provide absolutely the finest products and services combined with flexibility to make recommendations that are in the client’s best interest. 

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.

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CPA and Tax Professional Boot-Camp in San Antonio, Texas

SAN ANTONIO — Certified Public Accountant 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.

William Peterman, CPA, CFP, RFC will present on the transition of converting clients to a fee-based asset management advisory practice and increased revenue and family time, alongside Nick Hodges, CPA/PFS, MBA, CFP, Ursula Mentjes, CEO, Ruben Ruiz, MSFS, RFC, ChFC, 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 and closing financial services on the first meeting with tax clients.

Peterman has been a CPA for 30 years. Peterman earned a Bachelors of Science Degree in Accountancy from Western Illinois University in 1980. Peterman earned many industry designations including: Certified Public Accountant, Certified Financial Planner and Registered Financial Consultant. Peterman holds FINRA Series 7, 24 & 66 licenses. He also holds a Life, Heath and Annuity licenses in the state of Illinois and other states.

For the past 20 years, Mr. Peterman has been helping individuals in areas of financial planning, investment planning and tax planning. In addition to working with individual clients, he has been a national trainer and has taught numerous seminars for the public on all areas of investment and financial planning.

Bill became interested in Wealth Management and Financial Planning when he started his CPA practice in 1998 after 15 years in the Banking industry. His goal was to provide comprehensive financial planning services alongside his CPA services, giving clients a “one stop shop” to all their financial services needs. Through his affiliation with Money Concepts he is able to help individuals and business owners, in a comprehensive way, by becoming their complete wealth manager.

“The process of working directly with clients and small business owners is a great passion of mine,” Peterman said.  

What attracted me to Money Concepts was being able to have the opportunity to serve my clients with a broad range of financial products that are nonproprietary and the opportunity to own and operate my own business and build a financial planning practice with multiple locations.

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.

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