2013 Money Concepts Annual Planning Conference
Monday, November 18, 2013 at 8:30 AM - Thursday, November 21, 2013 at 11:30 AM (EST)
The Westin Diplomat Resort | Hollywood, FL
Regional Director's Meeting Nov. 18th | General Business Session: Nov. 19th -21st
The Westin Diplomat Resort in Hollywood, Florida will serve as host for our 2013 Annual Planning Conference. Conveniently located just 9 miles (15 min) from Fort Lauderdale/Hollywood International Airport (FLL) and only 21 miles (30 min) from Miami International Airport (MIA).
Room Rate For Standard Single/Double Occupancy:
$179 per night + 11% tax. Additional Person (18 yrs. & older): $25 additional, per person per night.
Room Cut Off Date:
OCT. 22, 2013 (after this date we cannot guarantee room rate)
Check In/Out Times:
Check In Time: 4:00pm | Check Out Time: 12:00pm
HOTEL & TRAVEL INFORMATION:
Please Note: We have changed our reservation method, all 2013 Annual Planning Conference attendees are responsible for making their own hotel reservations. However, each attendee must register with Money Concepts using the registration above.
To make your sleeping room reservations, please visit this link: https://www.starwoodmeeting.com/Book/MoneyConceptsInternational2013 or call the hotel directly at (954) 602-6000 and identify yourself as a Money Concepts conference attendee.
If you will be sharing a room - please inform the Hotel Representative at the time you place your hotel accommodation with the names of the other individuals. Or if you are using the link, please add their names in the Comment Section.
Important Hotel Information: Currently, the resort is completely sold out during the time of our conference. Once our contracted room block has been filled, we would need to check with the resort sleeping room availability.
MEAL FUNCTION FEES:
For Financial Advisors ONLY
Flip Flop Fest Fees:
Financial Advisors and their Spouses: No charge
Children 3-10 years old: $100.00
Children over 10 years old & Adult Guests: $150.00
REGIONAL DIRECTOR'S MEETING
Please make sure you register for the Regional Director's Meeting held on Monday, November 18th starting at 8:30am - 12:30pm
To register for the Regional Director's Meeting, please visit this link:
PRE-CONFERENCE ADMINISTRATIVE WORSHOP
Please make sure you register for the Pre-Conference Administrative Workshop held on Monday, November 18th starting at 8:30am - 3:15pm. Due to limited space, reservations will be accepted on a first-come, first-served basis. Seating Capacity: 35 maximum per session.
To register for the Pre-Conference Administrative Workshop, please visit this link: https://2013apc-pre-conference.eventbrite.com
Pre-Conference Admin Worskhop:
Time Topic Presented By
8:30-10:15 M & O Systems - Commissions Dashboard Mario Monteiro
8:30-10:15 Redtail/LaserApp Marck Zephirin
8:30-10:15 Cash Management Amanda Therrien
10:30-12:15 NetX360 (Analytics) Liam Ruddy
10:30-12:15 Investigo/ClientView Marck Zephirin
10:30-12:15 Paperwork Processing/E-Docs Amanda Therrien
12:15 - 1:30 LUNCH BREAK
1:30 - 3:15 Investigo/ClientView Marck Zephirin
1:30 - 3:15 Cash Management Amanda / Liam
1:30 - 3:15 M & O Systems - Commissions Dashboard Mario Monteiro