Auctoris hosts and partners on events Globally

Events & Private Briefings

Exclusive Presentations for Clients & Advisors

Private Briefings

For Clients

An Auctoris Private Briefing is an intimate presentation for you, your family, friends, colleagues, trusted advisors, or members of your company’s management team on topics of interest in which the principals of Auctoris have a demonstrated, proven experience.

Auctoris Private Briefings are entertaining as well as technically innovative and thought provoking. Typically, the Private Briefings involve a Powerpoint presentation lasting 45 to 90 minutes with opportunities for interaction and questions.

The presentations include: stories, case studies, handouts, possibly some up front homework, and options to customize the presentation to your needs.

They can be held at your office, in an upscale location with breakfast, lunch or dinner, or in your home. The size of the Private Briefings range anywhere from 5-8 couples to groups of 40 or more.

Please contact us for specific details.

For Advisors

Similar to Private Briefings for clients, we are delighted to present to members of your company’s management team.

We host and partner with leaders in the financial industry to educate our community on timely planning topics.

Interested in partnering with us on a future event? Or a Private Briefing for your company or family?

Disclosures

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0B71087

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.