negozee | Money Concepts Wealth Management and Financial Planning | Activity https://negozee.com/groups/money-concepts-wealth-management-and-financial-planning/ Activity feed for the group, Money Concepts Wealth Management and Financial Planning. Thu, 09 Apr 2026 20:08:52 -0700 https://buddypress.org/?v=2.21.0 en-US 30 hourly 2 5c45bec351f4cc496aa9268e4e7b4c0d Mario Rodriguez posted an update in the group Money Concepts Wealth Management and Financial Planning: Our Relationship […] https://negozee.com/activity-home/p/42786/ Sun, 02 Mar 2025 14:57:18 -0800 Our Relationship Begins Today:

https://youtu.be/BvOejdB-hIs?feature=shared

]]> 0 aeb2622073c8e11d3b3d5d6319e0de80 Gilbert Mercado posted an update in the group Money Concepts Wealth Management and Financial Planning: Eagles Regional Kick-Off - Market […] https://negozee.com/activity-home/p/42781/ Sat, 01 Mar 2025 16:04:57 -0800 Eagles Regional Kick-Off – Market Your Expertise

https://youtu.be/ZIQ7a6_w3is?feature=shared

]]> 0 b6142ce8f0f8ab8b257b6c6fc6240585 Gilbert Mercado posted an update in the group Money Concepts Wealth Management and Financial Planning: If you're a federal employee weighing the option […] https://negozee.com/activity-home/p/42779/ Sat, 01 Mar 2025 15:07:08 -0800 If you’re a federal employee weighing the option of accepting a buyout, it’s crucial to understand how it will impact your benefits and long-term retirement goals.

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https://www.facebook.com/reel/1355873852210737

facebook.com

If you're a federal employee weighing the option of accepting a buyout, it’s crucial to understand how it will impact your benefits and long-term retirement goals. Don’t make this decision alone—let us help you PLAN 4 IT. 🙌 Give us a call—we’re here to help! 📞(830) 775-4800 📍100 Center Drive, Del Rio, TX 78840 #DelRIo #RetirementPlanning #Plan4It | Money Concepts Wealth Management and Financial Planning

If you're a federal employee weighing the option of accepting a buyout, it’s crucial to understand how it will impact your benefits and long-term retirement goals. Don’t make this decision alone—let...

]]> 0 c71aff31a2a1960dca6aad8b94ec476e Gilbert Mercado posted an update in the group Money Concepts Wealth Management and Financial Planning: 2024 was an incredible year of growth, milestones, […] https://negozee.com/activity-home/p/42108/ Tue, 14 Jan 2025 15:47:32 -0800 2024 was an incredible year of growth, milestones, and achieving bold goals! Watch our recap video to see everything we accomplished together!

https://www.facebook.com/moneyconceptsdelrio/videos/9245847205458000

facebook.com

1K views | 2024 was an incredible year of growth, milestones, and achieving bold goals! 🎉 Watch our recap video to see everything we accomplished together!🙌... | By Money Concepts Wealth Management and Financial Planning | Facebook

2024 was an incredible year of growth, milestones, and achieving bold goals! 🎉 Watch our recap video to see everything we accomplished together!🙌...

]]> 0 4fb4f3b73add9709563b755a1719c988 Tony Martinez posted an update in the group Money Concepts Wealth Management and Financial Planning: 2024 Eagles Regional […] https://negozee.com/activity-home/p/21703/ Sun, 07 Jan 2024 19:49:58 -0800 2024 Eagles Regional Event Invite

https://youtu.be/824SzzO1KJs?feature=shared

]]> 0 f9475e3a8373da548ec66c76beba8ec3 Tony Martinez posted an update in the group Money Concepts Wealth Management and Financial Planning: Junta de Tax Pros en San Antonio! https://negozee.com/activity-home/p/21487/ Wed, 20 Dec 2023 22:21:55 -0800 Junta de Tax Pros en San Antonio!

]]> 1 7fe3ac809371409af1f6fa22e127b0cb Tony Martinez posted an update in the group Money Concepts Wealth Management and Financial Planning: ¿Qué es un Self-Directed […] https://negozee.com/activity-home/p/20665/ Sat, 21 Oct 2023 13:58:41 -0700 ¿Qué es un Self-Directed IRA?

https://www.nerdwallet.com/article/investing/self-directed-ira 

nerdwallet.com

Just a moment...

Just a moment...

]]> 0 c8a52ac21d25ad0780218e5c0c1ca9af Tony Martinez posted an update in the group Money Concepts Wealth Management and Financial Planning: Saludos NEGOZIANTES, el Viernes y Sabado tenemos un […] https://negozee.com/activity-home/p/20264/ Wed, 27 Sep 2023 18:00:28 -0700 Saludos NEGOZIANTES, el Viernes y Sabado tenemos un negozee member meetup en Dallas!

https://www.eventbrite.com/e/dallas-regional-event-tickets-636828450037

eventbrite.com

Dallas Regional Event

Eventbrite - Money Concepts presents Dallas Regional Event - Friday, September 29, 2023 | Saturday, September 30, 2023 at Embassy Suites by Hilton Dallas DFW Airport South, Irving, TX. Find event and ticket information.

]]> 0 be40f7bfae827641c0b69564f583f212 Maria Chavez joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/17533/ Fri, 07 Jul 2023 22:19:24 -0700 0 aec3ee10638a10c72f431136447374f7 JULIO CARRASCO joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/17293/ Thu, 06 Jul 2023 05:44:28 -0700 0 de522ae53d1dace9f10b8360df50959c FRANKLM joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/16512/ Fri, 30 Jun 2023 17:29:07 -0700 0 a89410e908c0388fd32c6758ddc69920 jorge-miralrio joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/16281/ Thu, 29 Jun 2023 19:29:11 -0700 0 dd7c24fd1aab6fde80ce569949b97cbe Juan Rios joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/16172/ Thu, 29 Jun 2023 13:28:05 -0700 0 76dc71ad03f9a4c52e5d5e7b4fe40d5f Christian Paz joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/16134/ Thu, 29 Jun 2023 10:38:51 -0700 0 edf89b07bad716f772bae2387a20d377 Antonio Quintero joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/15984/ Wed, 28 Jun 2023 21:49:48 -0700 0 5a75494f3910fc11a1560160bcac3e3f Tony Martinez posted an update in the group Money Concepts Wealth Management and Financial Planning: Nos vemos en Dallas! https://negozee.com/activity-home/p/15975/ Wed, 28 Jun 2023 21:24:56 -0700 Nos vemos en Dallas!

]]> 0 34e8c480286575167964612402ad058b Gus Contreras joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/15717/ Tue, 27 Jun 2023 22:48:06 -0700 0 d316183331c17fc3aa98371ac122ed8c Dagmarit Melendez joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/15332/ Tue, 27 Jun 2023 01:12:24 -0700 0 0e6b411969db23a26a072e5ad24be472 JUAN MANUEL GONZALEZ joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/15283/ Tue, 27 Jun 2023 00:23:54 -0700 0 dadced4a47128f2b7b1a928e45e2cb1a LIZ joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/14843/ Sat, 24 Jun 2023 23:30:11 -0700 0 49bba87c8137fe696c43b976d7f7a5fb Janet Bauta joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/14832/ Sat, 24 Jun 2023 23:18:02 -0700 0 5abd100b95ae11c6bcb8168299654be9 Ana Martinez joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/14154/ Wed, 21 Jun 2023 12:18:24 -0700 0 a85ea100450d4ad4e7101c944caac55a Raul Olvera joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/14135/ Wed, 21 Jun 2023 01:56:39 -0700 0 a51f957a0eb1b73f6cdace4103bf6c95 ELVIRA GAMA joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/13835/ Sat, 17 Jun 2023 21:16:42 -0700 0 b9f92f19124fb818d2c6947b924da075 Cristian Ocana joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/13764/ Fri, 16 Jun 2023 17:55:39 -0700 0 71fb09bcc0e0cd6dfb472c490b1a7821 Julissa Nuñez joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/13670/ Tue, 13 Jun 2023 14:56:28 -0700 0 6e0c8eb1f94ee95ded047d99dbe2bd93 Veronica Terra, EA. joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/13525/ Sat, 10 Jun 2023 00:38:34 -0700 0 3720c0871ff07f974212e845a9b54fbb Norma joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/12677/ Fri, 31 Mar 2023 21:04:40 -0700 0 c977ff5af87d07da3caab2992eac58bb Maria Peralta joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/12472/ Fri, 17 Mar 2023 21:34:40 -0700 0 96de332e302bee736592e3ddacf72516 SARA LOPEZ joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/12266/ Wed, 01 Mar 2023 21:08:50 -0800 0 3ff994bdabfe218bf767dfbaa4d0281f Enrique Prieto joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/12182/ Mon, 27 Feb 2023 20:15:23 -0800 1 fe9a04ee36661bdd76b75784ebf29198 Tony Martinez posted an update in the group Money Concepts Wealth Management and Financial Planning: Tengo una pregunta de 401k https://negozee.com/activity-home/p/12022/ Mon, 13 Feb 2023 21:01:04 -0800 Tengo una pregunta de 401k

]]> 0 65683592f7d72f73124fe78bff970a53 Bethsabe Vega joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/12016/ Fri, 10 Feb 2023 23:19:57 -0800 0 aba9a82533bf67e18c1217efb1564332 Amparo Gonzalez joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/12006/ Thu, 09 Feb 2023 16:03:28 -0800 0 56eb83538347e9dee8551d0be771fe16 Sandra Chavoya joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/11956/ Sat, 04 Feb 2023 03:28:12 -0800 0 73b1755c78df670b246be22a29f1f43b Maria Morris joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/11841/ Thu, 19 Jan 2023 22:14:43 -0800 0 895c259723f1f8a8f0b31b9cce1ede4a Paola joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/11649/ Fri, 13 Jan 2023 19:56:54 -0800 0 314a02d1a4e2fac80d48a6cf626dbfe4 RAQUELS INCOME SERVICES joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/11522/ Mon, 02 Jan 2023 23:25:07 -0800 0 a0b0feaf4062dd8b844baf330306f9d9 Gracie García joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/11488/ Thu, 29 Dec 2022 18:58:28 -0800 0 c4be92d61a14934204c2acd6ceda9e35 Clara Gutiérrez joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/11415/ Wed, 21 Dec 2022 19:07:21 -0800 0 fd01d5146c88bf49b05dba42b7b2bdaf Ingrid Diaz joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/11411/ Wed, 21 Dec 2022 17:45:15 -0800 0 cd0c0f0b8e0a5033c1652474850b54f7 GRINY READ joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/11256/ Fri, 02 Dec 2022 15:25:48 -0800 0 4525dbb063e7e19d68f2ec909d2d1d45 Tony Martinez posted an update in the group Money Concepts Wealth Management and Financial Planning: Saludos NEGOZIANTES, en unos minutos estamos en vivo […] https://negozee.com/activity-home/p/10732/ Wed, 12 Oct 2022 15:53:16 -0700 Saludos NEGOZIANTES, en unos minutos estamos en vivo con Gilbert Mercado, EA

En esta clase, Gilbert, nos presentará algunos de los conceptos básicos de lo que es tener un asesor financiero.

zoom: https://us02web.zoom.us/webinar/register/WN_ar49qMCnR5u9aN6NWj7Ocw

us02web.zoom.us

Welcome! You are invited to join a webinar: Asesor financiero, ¿Por qué necesito uno?. After registering, you will receive a confirmation email about joining the webinar.

Un asesor financiero es un profesional que brinda servicios financieros a los clientes en función de su situación financiera. Algunos expertos dicen que una buena regla general es contratar a un asesor cuando pueda ahorrar el 20% de sus ingresos … Continue reading

]]> 0 e6067e5ccc84cad1d30b7ede5dd2bc34 Tanya Serrano joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/10207/ Tue, 20 Sep 2022 16:38:06 -0700 0 40dcfb9eb0faa8fe502cea8ec16cea62 Tony Martinez posted an update in the group Money Concepts Wealth Management and Financial Planning: Saludos amigos, el próximo webinar con Gilbert es el 12 […] https://negozee.com/activity-home/p/10206/ Tue, 20 Sep 2022 16:31:08 -0700 Saludos amigos, el próximo webinar con Gilbert es el 12 de Octubre: Asesor financiero, ¿por qué necesito uno? –> https://negozee.com/courses/asesoria-financiera/lessons/charla-asesor-financiero-por-que-necesito-uno/

negozee.com

Asesoría Financiera – negozee

Asesoría Financiera – negozee

]]> 0 424e1cd379ad7c7ea73aae1ba056796a Tony Martinez posted an update in the group Money Concepts Wealth Management and Financial Planning: Saludos https://negozee.com/activity-home/p/10204/ Tue, 20 Sep 2022 16:22:56 -0700 Saludos

]]> 0 bbb9141ebfe6279d545b694e68df2cde Eleny joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/10158/ Sat, 17 Sep 2022 18:09:46 -0700 0 33ae912b328f34982ca409e5a6e9b36d Flor Rincón joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/9932/ Thu, 08 Sep 2022 00:14:52 -0700 0 f39f88b8148fa4862231e047af5636fd Diva R. Mejias, MBA, MSCTA, CLTC®, REALTOR(R) joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/9776/ Tue, 30 Aug 2022 05:31:02 -0700 0 33e8b681a217f82905e5aab6ca09f60a Esequiel Ortega joined the group Money Concepts Wealth Management and Financial Planning https://negozee.com/activity-home/p/8608/ Wed, 15 Jun 2022 16:58:17 -0700 0