Kedra Newsom

Wed. October 28 | 10:00 am PT

Kedra Newsom of Boston Consulting Group engaged the M Community in a robust discussion about women’s wealth and the complex needs of HNW and UHNW women. She shared specific strategies for advisors in this market and how the industry is changing to better reach this audience.

 

Paul Ryan

Wed. October 7 | 10:00 am PT

M Financial was honored to welcome Paul Ryan, former Speaker of the U.S. House of Representatives, as our fall Future of Insurance keynote speaker. From his two decades in office to the founding of the nonprofit American Idea Foundation, Paul Ryan’s career has focused on public policy and economic opportunity. In a year of substantial changes to American life and global relationships, Speaker Ryan brought an insider’s perspective to the coming election and the opportunities ahead.

 

Carrier Discussion

Wed. September 23 | 10:00 am PT

Henry Wong & Tod Nasser –
John Hancock
 & Pacific Life

Wondering how the current state of the economy and capital markets are impacting carrier portfolios and investments, and what that means for new business? Tod Nasser of Pacific Life and Henry Wong from John Hancock engaged in a panel discussion sharing their unique perspectives about their general accounts, and what trends we might see in the future.

MORE ABOUT HENRY & TOD ›

 

Don Delf

Wed. September 9 | 10:00 am PT

Don Delf, Private Wealth Advisory Leader for PwC US, brought his legacy and expertise in private wealth to answer the trillion-dollar question: What’s top of mind for business owners and family offices heading into elections and uncertainty? Don also explored how elasticity of exemptions is critical in the wealth transfer process.

Don Delf, PwC, US Private Wealth Advisory Leader

Donald (Don) R. Delf is the US Private Wealth Advisory Leader for PwC, responsible for managing the Private Company Services (PCS) consulting practice for ultra-high net worth families with a focus on owners of private companies and family offices. Don has more than 30 years of experience in managing the delivery of complex integrated financial services to high net worth private business owners. His services include sophisticated financial transactions, wealth transfer planning, life insurance analysis, asset protection, cash flow planning, and financial modeling.

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