M Financial Sponsors ACTEC’s 75th Anniversary Meeting

March 12, 2024

M Financial Sponsors ACTEC’s 75th Anniversary Meeting

M Financial was proud to sponsor The American College of Trust and Estate Counsel’s (ACTEC) 75th Anniversary meeting, which took place March 6–10 in Scottsdale, Arizona.

ACTEC is a renowned organization comprised of peer-elected trust and estate attorneys and law professors practicing in the United States and internationally. Membership is reserved for lawyers meeting rigorous standards who are dedicated to enhancing legal practices around estate planning, probate, and trust administration.

ACTEC’s annual meeting fosters ongoing education and collaboration among ACTEC Fellows, sponsors, and attendees. Participants can earn Continuing Legal Education (CLE) credits while networking and exchanging ideas.

Morgan Scott, VP of Advanced Planning & Design, and Jeff Bear, VP of Member Firm Recruiting, represented M Financial at the meeting. Many ACTEC Fellows commented that they enjoy deep relationships and friendships with M Member Firm principals, recognizing M firms as true partners committed to solving complex trust and estate planning issues.

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.