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Financial Planning Seminar ** NEW!

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classroomb

Get Financially Fit! 

Instructor:  Dean Billman, First Vice President, Wealth Management Financial Advisor, Morgan Stanley Smith Barney

 These seminars discuss creating a retirement income "game plan" that incorporates sound investment strategies and current retirement realities.  Topics include why retirement income planning is important, how much is needed to retire comfortably and effective strategies for generating enough income.  Seminars include a slide show, hand-outs, and completely compliance approved.  Let Dean answer all your financial questions for future planning.  Attendees can do these things on their own or with their current financial advisor.  Limited to 35 entries.  Please contact the Foundation office at (310) 544-1948 to preregister.  

June 28:  Planned Giving Strategies

This seminar provides an overview of the features and benefits of charitable giving programs available through Morgan Stanley Smith Barney. 

 

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