We believe very strongly that financial education should be a part of every financial plan because we know that financial education provides a solid foundation for building a sound financial plan. As part of our education efforts, we regularly host educational workshops on a variety of financial related topics.

In addtion to hosting our own workshops, our team speaks frequently to clubs and organizations to inform members about current market trends, the economy, and how financial planning can help them achieve their goals. We invite you to contact us to schedule a speaker at your next event. Need a speaker at the last minute? We always have topics at the ready and make it a priority to be available to the community.

Some of our topics include:

  • Common Sense Investing
  • Braving the Bear
  • What History Can Show Us
  • What We Know for Sure
  • The Impact of Risk on Retirement Income
  • Investing in an Uncertain Market



This site is only intended for clients and interested investors residing in states and countries in which Financial Concepts is qualified to conduct investment advisory services.
Financial Concepts is a registered investment adviser located in Columbus, MS. Financial Concepts may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Financial Concepts’ web site is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Financial Concepts at 662-327-1480 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Financial Concepts does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Financial Concepts representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.