*Guarantees are subject to the claims-paying ability of the issuing insurance company
Dates To Remember
Click below to expand a section & learn more!
Visit To Nation's Largest Christian Screened Mutual Fund Family
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
Our Energy Workshop was a hit! With oil and gas prices down over 50%* it was a great time to present current investment opportunities for appreciation that may not be around again for ears. Our guests heard about two companies that offer unique ways to take advantage of oil and gas investment opportunities. If you missed the workshop but would like to see if one of these opportunities is for you, all our office at 830-609-6986 to find out.
*Energy Information Administration, BLS
Back to School for Bob
Bob’s going back to school! In September he attended a three day training with Cannon Financial Institute at the University of Texas campus that started his journey to becoming a Certified Wealth Strategist®. Bob will be completing curriculum full of quizzes and tests over the next 9 months before he finishes the course by submitting a thesis and completing the final exam. Pictured is only 1/3 of his studying materials, the other 2/3s is online, audio, and video training. Each week Bob has to complete a book and exam to keep on track. Some of the subjects include Executive Compensation, Business Succession Planning, Charitable Giving, Tax Planning, and Estate Planning.
Congrats To Nathaniel Morris On Insurance Licensing
After several months of study and building on the knowledge and experience of 13 years with CIS Wealth Management, Nathaniel earned his Life, Accident, and Health Insurance license in September. Bob and Nathaniel’s continuing education is just one way CIS strives to be the best and continue to serve our clients to the best of our abilities.
In addition to the new insurance licensing, Nathaniel has the following securities licenses: 7-General Securities, 24-Manage Branch Activities, 63-State Laws and Regulations, and -Investment Advisor Representative (IAR).
Comprehensive Estate Planning Strategies
CIS Wealth Management Group and our strategic partners ADKF and Lane & Countryman, collaborated with Howard Payne University to present “Comprehensive Estate Planning Strategies” at The Petroleum Club. The presentation included information on creating an estate plan that fits your needs and strategizing for tax purposes, but also about how to leave a personal legacy to your family and causes you care about, that extends further than material possessions. If you would like information on putting together an estate plan with purpose, please contact Bob at 830-609-6986.
Still Building For Our Community
Join us for our fourth and final volunteer day for 2015 with Habitat for Humanity. We will be working on a home Thursday, November 12th, 8:00am-12:00pm. Please let us know if you can join us byThursday, November 5th. All volunteers get a free t-shirt and experience the joy of helping others!
Reaching Others With Purpose
In September, Bob started hosting a monthly study group with Kingdom Advisors. Kingdom Advisors is a professional association that offers in-depth training and a tight-knit community to Christian financial professionals who want to integrate their faith with their practice. Bob is a certified Kingdom Advisor. They will be meeting on the second Tuesday of the month for a lunch meeting. We are excited to be able to connect with other professionals and encourage them to live out their faith in the business place.