Welcome to our Money Concepts Events

Enabling Achievement. By Sharing.

2024 Upcoming events and live workshops

Money Concepts provides a comprehensive schedule of meetings that are specifically designed to improve your business and build stronger relationships with others by sharing success stories. These meetings offer valuable insights into industry trends, give access to world-class speakers, and provide an excellent opportunity to network with your peers.

Set Yourself Apart


Spring: Council of Presidents (Virtual Session)

Aired on March 14, 2024 
(via ZOOM)

This program is designed for associates at all levels of their personal development. Attend this one-day, intense workshop, all happening in March.









Spring: Admin Asst Workshop (Virtual Session)

Aired on April 30, 2024
(via ZOOM) 

If you are a new admin or have been with Money Concepts over a year and wish to learn best practices, along with how to get more out of the Money Concepts TechEdge Tools, then this session is for you!

2024 Financial Planning Congress

Join us July 14-17, 2024

Venue: Hyatt Regency Tamaya Resort and Spa
Location: Santa Ana Pueblo, NM

The focus was motivational and sales oriented, with professional keynote speakers and Money Concepts' own success stories.  If all this could be put in one word, it would be sharing.

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Maestro Academy Financial Planning Boot Camp

Join Us on: August 7-9
Location: Cincinnati, OH

This intense 2.5-day Fee-Based Financial Planning Boot Camp covers all aspects of Chris Blair's fee-based system in his office, including meeting presentations, marketing, processes, and more. 

There is no cost for the training, but you will be responsible for your travel and hotel costs.

For more information, contact:  Hello@Maestro-Associates.com

Fall 2024 - Council of Presidents

Join us September 9-19, 2024
Location: Five major cities

The Council of Presidents offers two-day, intensive workshops for associates at all levels of personal development in September. Choose the location nearest you.

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Fall: Admin Assistant Workshop*
(In-Person Only)

Join us October 21-24, 2024 (new dates)
Location: Headquarters

Intro Session Oct 21-22
Veteran Session 23-24

Calling all Administrative superheroes, whether you're taking your first steps in administration or you've already weathered years of experience, these sessions are designed for you. Mark your calendars, gather your passion, and join us to learn, collaborate and Build Better Together.

*In-Person at Headquarters - Palm Beach Gardens, FL

(Registration link coming in the fall)

2024 Annual Planning Conference

Join us Dec. 3 - 6, 2024 (Tues.- Fri.) (new dates)

Margaritaville Hollywood Beach Resort
Location: Hollywood Beach, Florida

The orientation for this session is your business development, with a strong emphasis on successful business planning for the coming year.  In addition, product innovations and new market opportunities are covered.

(Registration link coming in the winter)

Tue., Dec 3 -- Check-In Day + Registration
Wed., Dec 4 -- Full meeting day
Thur., Dec 5-- Full meeting day
Fri., Dec 6 -- Half meeting day









Successful Business Planning