David Byers Keynotes AALU Annual Meeting
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.
From September 24 through 27, 2017, several from the Capital Strategies team attended the M Marketing Meeting at the Fairmont Hotel in Chicago.
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.
Funding a life insurance contract efficiently is a target sport. It is very much like docking a boat or lagging a putt where just enough force is given so that, accounting for outside factors such as the wind and the current or the slope and the grain, the boat or the ball runs out of energy at the moment it nestles up to the target.
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.