CIS Wealth Management Group Monthly Newsletter

October 2015 Newsletter

CIS Wealth Management Group

Visit to Nation’s Largest Christian Screened Mutual Fund Family

Energy Investment Opportunities Workshop

Back To School For Bob

Congrats to Nathaniel Morris on Insurance Licensing

Comprehensive Estate Planning Strategies

Still Building for our Community

Reaching Others With Purpose

Dates To Remember

October 29th – Guaranteed Retirement Income Strategies
November 12th – Habitat For Humanity Project (Office Closed 8am – 12pm)
November 19th – Income Tax Strategies at Alamo Cafe, San Antonio TX
December 4th – Client Christmas Party; location TBD

Visit To Nation's Largest Christian Screened Mutual Fund Family

Guidestone conference

Bob, Pat and Nathaniel flew to Dallas, TX on September 23rd to learn more about GuideStone Investments at a due diligence meeting. GuideStone is a company located in Dallas that sponsors the nation’s largest Christian-screened registered mutual fund family, GuideStone Funds, as well as other investment opportunities. They attended the meeting in an effort to further our Biblically Responsible Investment choices.

Energy Investment Opportunities Workshop

energy investment opportunities workshop

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