M Financial Group was pleased to welcome M Member Firm principals and their trusted advisors to the 2025 National Advisors Conference, held April 27–30 in the scenic foothills of the Santa Monica Mountains in Westlake Village, California.
Centered on the theme “Reaching New Heights,” NAC sessions offered practical strategies and forward-looking perspectives on tax, insurance, legislation, and global trends to help advisors navigate the foreseeable future of planning for high-net-worth individuals and successful businesses.
“The content presented at NAC 2025 was designed and developed to add significant value to the advisors who work directly with our Member Firms, including information about the transformational changes at M that will lead directly to even stronger client outcomes,” said M Financial Group President & CEO Russell Bundschuh. “This event was yet another amazing occasion for learning together, strengthening relationships, and celebrating the power and spirit of the M Community.”
Notable keynote speakers at NAC 2025 include John Mearsheimer, a leading authority on geopolitics, and Tim Grover, a performance coach to champions such as Michael Jordan and Kobe Bryant.
Attendees also benefited from informative breakout sessions led by subject matter professionals on the topics of insurance planning, partnership strategies, actionable insights resulting from geopolitical developments, and global citizen and cross-border planning.
“One of the best M events, if not the best, that I have been to in the last 15 years,” commented Drew Serzan, Principal of Member Firm OneTeam Financial, LLC, in Red Bank, New Jersey.
“Overall great event, keep it up!” noted Kieran McLaughlin, Vice President of Wealth Transfer at Member Firm Valley Forge Financial Group in Audubon, Pennsylvania. “Guests (both 1st timers) were very impressed with all aspects.”
“Our advisors were extremely impressed with the location, food, breakout sessions, and so much more,” commented Rob Hunt, Principal of M Member Firm Rose Street Advisors in Kalamazoo, Michigan. “In every way, it was a first-class event.”
About M Financial Group
With more than 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 more information, please contact M Financial's Marketing & Communications team at communications@mfin.com.
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