Money Concepts

THE TAX ATTIC with Jerry Coon

July 21, 2011 // 0 Comments

Jerry Coon Convention held at Fenway Park Money Concepts, the financial planning company that I am associated with, recently held their International Financial Planning Convention in Boston. Neither Deb nor I had previously been to Boston, so we were looking forward to the convention and also taking in some of the historical sites in and around Boston. For a baseball fan [...]

The Tax Attic with Jerry Coon – July 16, 2009

July 16, 2009 // 0 Comments

Jerry Coon, Enrolled Agent What makes a professional a professional Last week I attended a convention sponsored by Money Concepts, the financial planning company that I am associated with. The convention was held in Asheville, North Carolina, which is a sightseer’s paradise. Of course, I have to attend educational classes, but there was time set aside to enjoy the [...]