The Trusted Path

actec

ACTEC Opening Day 2019

Richard Douglas, Will Worrell, Harrison Jones and Will Walker of Capital Strategies enjoyed the Memphis skyline at the 2019 Southeast Regional ACTEC meeting in April 2019.  Capital Strategies was again the lead sponsor of the ACTEC event.  We look forward to New Orleans in 2020!

 

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David Byers Keynotes AALU Annual Meeting

AALU Chairman David Byers of Capital Strategies speaks to the AALU membership on the opening day of the 2019 AALU meeting, emphasizing the extraordinary progress made in 2019 and the opportunities for growth in 2020 and beyond.  He will serve on the AALU Executive Committee as Immediate Past President through April 2020.

 

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Wes Thompson Visit

Capital Strategies had the privilege of entertaining Wes Thompson, CEO of M Financial, and his charming wife, Rosemarie at a dinner party on March 20th. The next morning, Wes visited the Capital Strategies’ offices, where he interacted with the CSG team regarding M’s strategic plan.

 

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Switch Dollar and the Power of Deferral

David Byers and Hudson Williams both of Capital Strategies, and well-known author Larry Brody, recently authored “Switch Dollar and the Power of Deferral”, which appears in the April, 2018, edition of Trusts and Estates magazine.

 

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Letter to Friends re: WSJ Article on Universal Life

 

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About Grid

Thoughts on Tax Reform

As you know, Thursday November 2, the House Ways and Means Committee released its first draft of legislation that would seek to “reform” the tax code.

 

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David Byers Presents at 2017 M Marketing Meeting

At the 2017 M Marketing Meeting, David Byers from Capital Strategies presented at a breakout session.

 

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Capital Strategies Attends 2017 M Marketing Meeting in Chicago

From September 24 through 27, 2017, several from the Capital Strategies team attended the M Marketing Meeting at the Fairmont Hotel in Chicago.

 

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Capital Strategies and Diversified Trust host ACTEC Reception

Capital Strategies co-hosted a reception for ACTEC fellows at the Butler Snow offices in Ridgeland, Mississippi.

 

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Capital Strategies’ John Carter chairs ASO’s corporate fundraising drive

John Carter is once again in charge of corporate fundraising for the Maestro’s Ball for 2017. Stay tuned to find out more about this wonderful event. 

 

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Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated.