The meeting will take place on February 27th, 2024 at 10 AM PT. Please complete this form with your questions by February 19th at 11:59PM PT to give us time to review. We will post the Zoom link on our website closer to the date of the meeting.
November 28th, 2023 Informational call hosted by the Receiver, Geoff Winkler
July 12, 2023 Informational call hosted by the Receiver, Geoff Winkler
SEC v. Profit Connect Wealth Services, Inc., et al. Potential Tax Ramifications to Investors in Profit Connect Wealth Services, Inc. memo.
The following is not a certified transcript prepared by a court reporter and is not an official record in the case styled Securities & Exchange Commission v. Profit Connect Wealth Services, Inc., et al. Although we have tried to transcribe the meeting as accurately as possible, there may be errors and omissions in the transcription.
Investor and Creditor Meeting
The Receiver will be reaching out to all the parties affected in the case in the coming weeks and months. We appreciate your patience as we work through the various issues in this case. We will continue to update the website with pertinent information, and we recommend that, if you have not already, you please register on the website to ensure we have your contact information.