THE TAX ATTIC with 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. […]

The Tax Attic with Jerry Coon – July 16, 2009

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 […]