Experienced principals and producers from M Financial Member Firms, along with M Team members, convened in Boston and Dallas to engage, learn, and connect during M Connect 2025. Initially launched in 2024, M Connect is a specialized event aimed at deepening discussions on timely topics in insurance, estate planning, and business strategy.
This year’s sessions were hosted at The Kimpton Pittman in Dallas from May 21–22 and at Hotel AKA Back Bay in Boston from May 28–29. Designed with efficiency and impact in mind, the event featured two half-days packed with presentations and interactive discussions. Key sessions addressed topical issues including the global citizen market, underwriting techniques, innovative case design, succession planning strategies, advanced planning insights, and recent legislative and regulatory developments.
Participants also enjoyed curated evening dinners, providing relaxed yet valuable opportunities to further discussions and strengthen relationships within the M Community.
Feedback from attendees was highly positive:
"The timing was perfect. Afternoon, then morning sessions—requiring only one overnight."
– Jacqueline Balinbin, Kibble & Prentice
"M Connect was a worthwhile experience for receiving updated information, seeing old friends, and meeting new M producers and staff."
– Gray Teekell, The Teekell Company, Inc.
"The meeting met my expectations, which were high. Great content."
– Brian Becker, Becker Suffern McLanahan
With over 140 Member Firms across the United States and in the United Kingdom, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial's network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
For additional information, please contact Carrie Wanous, Senior Manager of Content & Communications, at carrie.wanous@mfin.com or visit our website at mfin.com.
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