M Financial Hosts 2024 National Advisors Conference

February 15, 2024

M Financial Hosts 2024 National Advisors Conference

M Financial Group hosted the highly anticipated 2024 National Advisors Conference, themed "Growing Forward," from February 11–14. The event brought together M Financial Member Firms and their key advisors for three days of enriching discussions, strategic insights, and invaluable networking opportunities aimed at navigating the evolving landscape of high-net-worth client services.

The conference commenced with a warm welcome dinner and reception, setting the stage for engaging exchanges among attendees. Over the following days, participants delved into a diverse range of topics crucial to their practice, including market dynamics, geopolitical influences, estate planning strategies, and the integration of cutting-edge technologies. Notable speakers such as M President & CEO Russell Bundschuh, Stuart Hoffman, Daniel Bell, and Nancy Giordano shared their expertise, empowering advisors with the knowledge and tools needed to thrive in an ever-changing environment.

The event culminated in a vibrant Mardi Gras-themed celebration, fostering camaraderie and marking the conclusion of an immensely successful conference. M Financial Group expresses gratitude to all attendees and eagerly anticipates the continued growth and success of its advisor community.

About M Financial Group

With more than 130 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 Walter Thayer, VP, Marketing & Events, at walter.thayer@mfin.com or visit our website at mfin.com.