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!
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.
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.
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.
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.