Selected Publishing and Speaking Engagements

Employee Stock Ownership Plans

• ASPPA Women Business Leaders Forum,
  June, 2008, Atlanta
• AALU Annual Meeting,
  May, 2008, Washington, D.C.
• BEI Annual Meeting ESOPs In Exit Planning,
  Aug., 2007, 2008 Denver;
• ASPPA 401k Summit ESOPs For 401k Advisors,
  Feb., 2007, San Diego;
• Million Dollar Round Table Annual Meeting,
  1996, Atlanta;
• ESOP Executive Briefing with McDermott Will & Emery, 1997, 2003, Indianapolis, Atlanta, Nashville, Little Rock, Birmingham and Memphis;
• ASA Advanced Business Valuation Conference, 1996, Memphis;
• Atlanta Association of Life Underwriters, 1997, Atlanta;
• Canada Life Annual Sales Forum, 1998, Nashville;
• ING Annual Sales Forum, 1999, Sydney, Australia;
• “ESOPs: Powerful Tools For Tax And Financial Planning,” Journal of Compensation and Benefits, December 1997;

401(k) Plans

• M Financial Annual Marketing Meeting, 2000, Las Vegas;
• M Securities Holdings Annual Meeting, 2002, Chicago;
• Million Dollar Round Table Annual Meeting, 1994, Dallas;
• Purdue Pension School, 1983, 1984, 1985, Purdue Indiana;
• American Society of Pension Professionals & Actuaries 401(k) Summit, 2004, 2006, Orlando;
• “In Support of Pension Simplification and RSA,” National Underwriter, September 28, 1998;

Nonqualified Executive Retirement Plans

• Association For Advanced Life Underwriting, 1991, Washington, D.C.;
• Association For Advanced Life Underwriting, 1998, Washington, D.C.;
• M Financial Annual Marketing Meeting, 1994, San Francisco;
• M Financial Annual Marketing Meeting, 1998, Orlando;
• M Financial National Advisors Conference, 1999, Phoenix;
• Allmerica Financial Branch Manager Annual Meeting, 1998, London, England
• “Nonqualified Retirement Plans: A Solution to TEFRA-Created Problems,” Financial and Estate Planners Quarterly, 1983;

Disclaimer

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Executive Financial Services is owned and operated independently from M Holdings Securities, Inc. Executive Financial Services is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.