M Financial is proud to announce its partnership with Financial Beginnings, a nonprofit organization dedicated to equipping youth and adults with the knowledge and skills needed to navigate their financial futures. With a shared focus of fostering financial security, this collaboration represents M Financial's commitment to giving back to the community and making a lasting impact.
Supporting Financial Education
M Financial has partnered with Financial Beginnings as a Visionary Sponsor, providing a $30,000 donation to support high-quality, no-cost programming to community partners in Portland and to license the educational curriculum to expand the program in Dallas. These programs are designed to empower individuals with practical knowledge, covering topics such as budgeting, saving, credit management, and financial goal setting. By making these resources accessible to underserved communities, Financial Beginnings aims to bridge the gap in financial literacy and empower individuals to take control of their financial futures.
Volunteer Opportunities for M Employees
Starting in 2025, M Financial employees will have the opportunity to make a hands-on impact by volunteering with Financial Beginnings. Volunteers will be trained and matched to teach financial literacy courses at schools and community organizations. This initiative not only strengthens M Financial’s community engagement efforts but also provides employees with a chance to share their expertise and give back in meaningful ways.
Kim Williams, VP Partner Relations at M Financial has been a frequent volunteer with the organization and currently serves on their Board of Directors. She recently shared her experience with employees, noting that “teaching financial literacy through Financial Beginnings was one of the most rewarding experiences I’ve ever had as a volunteer. It’s an opportunity to truly change people’s lives.”
Measuring the Impact
This partnership highlights M Financial’s commitment to investing in the future of the communities where its employees live and work. To ensure the success and sustainability of this initiative, M Financial will track metrics such as volunteer hours and individuals served. This data will provide valuable insights into the collective impact of M’s sponsorship and employee efforts.
For more information about Financial Beginnings and its programs, visit the Financial Beginnings website.
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 Carrie Wanous, Sr. Manager, Content & Communications, at carrie.wanous@mfin.com or visit our website at mfin.com.
