Educating You is Our Priority

Workshops

Treasure Coast
Educational Institute

We host our educational workshops through our partner company, Treasure Coast Educational Institute. The team at Macro Money Concepts lead each of these workshops.

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Our Upcoming Webinars

For the safety and health of our clients, we have decided to cancel all live educational workshops and will be offering online webinars to keep you educated and informed during this time of uncertainty. Workshops will resume once local restrictions have eased. Please join us on a live webinar to learn about COVID-19 and how it will affect your financial situation. You can also schedule a one-on-one consultation with a member of our team. You can also schedule a one-on-one consultation with a member of our team. Call the office now or use this link.

WEBINAR DATES CALENDAR

COVID-19 UPDATE AND YOUR FINANCIALS

new dates coming soon

Topics to be discussed include:

Solutions that are available now to protect your retirement.
How the coronavirus can affect your retirement savings.
Recovery timeline if your retirement savings is affected.
The current state of the financial markets.
The history of pandemics and putting the coronavirus into perspective.

We Are Here To Assist You

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Our primary mission is to educate our clients on how money really works so that you can be financially successful. Our company philosophy is to help individuals, families and business owners learn how to protect their assets, save money and grow wealth. Our designation as a Certified Financial Fiduciary means you will never have to question our professionalism and integrity; we strive to consistently make the best decisions for each client.

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.

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