- Two-day retreat will present tangible steps and well timed insights for monetary empowerment
- Retreat spans a variety of themes together with Private Finance, Fairness, Retirement and Government Compensation
New York –
Morgan Stanley at Work introduced right now that it’s internet hosting its second annual Monetary Wellness Retreat on March 16 -17, 2022. This unique occasion for individuals of Morgan Stanley at Work’s company shoppers will present monetary training, instruments and insights to assist them take management of their monetary well-being.
This 12 months’s occasion will kick off with opening remarks from Brian McDonald, Head of Morgan Stanley at Work, and Mandell Crawley, Chief Human Assets Officer for Morgan Stanley. Attendees on the Monetary Wellness Retreat could have entry to greater than 30 digital academic classes that span 4 themes: Private Finance, Fairness, Retirement and Government Compensation.
Morgan Stanley and trade thought leaders will host classes exploring various monetary empowerment matters, together with:
- Making Cents of the Markets with famous market commentator Lisa Shalett, Chief Funding Officer for Morgan Stanley Wealth Administration, offering the Agency’s views on the markets and what’s forward in 2022.
- Planning for a Resilient Monetary Life protecting budgeting, monetary planning and saving methods that may assist scale back stress, construct resilience and obtain monetary objectives.
- Retirement Planning Fundamentals specializing in balancing near-term objectives with planning forward in addition to well-liked retirement accounts and their numerous tax implications.
- Planning and Paying for Schooling Bills wanting on the choices and issues for every stage of training expense planning from managing pupil mortgage debt to beginning a school saving account.
- Powered by Fairness highlighting choices for placing fairness shares and proceeds to work by means of financial savings, funding accounts and philanthropic autos.
As well as, the occasion will characteristic an interactive dialog with Morgan Stanley’s Senior Consumer Advisor Carla Harris and Esther Perel, therapist, writer, and creator of the podcast, How’s Work on Relationship Intelligence: The Key to Constructing Profitable Connections at Work.
“In our sophomore retreat, we’re increasing on final 12 months’s themes of monetary empowerment and sound investing habits, that are made all of the extra necessary in 2022 as staff and employers alike proceed to navigate an evolving macro surroundings,” stated McDonald. “The office can typically be an missed useful resource for workers who wish to construct their monetary future. We’re happy {that a} document variety of individuals will be part of us this 12 months to collect insights that may assist them on their monetary wellness journey.”
The 2022 Morgan Stanley at Work Monetary Wellness Retreat comes on the heels of its inaugural 2021 Monetary Wellness Retreat that was well-received by greater than 13,000 attendees throughout 500 firms. Attendees benefitted from 20+ digital classes protecting a variety of monetary literacy and wellness matters.
To study extra about Morgan Stanley at Work, please go to: https://www.morganstanley.com/atwork.
About Morgan Stanley at Work
Morgan Stanley at Work affords a set of monetary options, which spans Fairness Compensation by means of Shareworks and E*TRADE Fairness Edge On-line, Retirement and Monetary Wellness Options. Morgan Stanley at Work combines cutting-edge planning and Morgan Stanley mental capital and monetary training delivered by means of a number of channels to allow staff to construct a holistic plan to attain their monetary objectives. Shareworks is offered by Morgan Stanley Smith Barney LLC, member SIPC, and its associates, and Fairness Edge On-line® worker inventory plan options are supplied by E*TRADE Monetary Company Companies, Inc., each are part of Morgan Stanley at Work and all wholly owned subsidiaries of Morgan Stanley.
About Morgan Stanley Wealth Administration
Morgan Stanley Wealth Administration is a number one monetary companies agency that gives entry to a variety of services to people, companies, and establishments, together with brokerage and funding advisory companies, monetary and wealth planning, money administration and lending services, annuities and insurance coverage, retirement, and belief companies.
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a number one world monetary companies agency offering funding banking, securities, wealth administration and funding administration companies. With places of work in additional than 41 nations, the Agency’s staff serve shoppers worldwide together with companies, governments, establishments, and people. For extra details about Morgan Stanley, please go to www.morganstanley.com.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its associates and Morgan Stanley Monetary Advisors or Personal Wealth Advisors don’t present tax or authorized recommendation. Shoppers ought to seek the advice of their tax advisor for issues involving taxation and tax planning and their lawyer for authorized issues.
The visitor speaker (Esther Perel) is neither an worker nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the visitor speaker are solely his or her personal and don’t essentially mirror these of Morgan Stanley Smith Barney LLC.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
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