Building Your Financial Foundation : Part 2 In The Series
May 17th, 2018 at 6:00 pm
Our year-long quarterly series will help inform you about the topics of understanding investments and estate planning issues. We provide a recap of previous sessions, so don’t worry if you missed Session 1! Held at the Morgan Stanley offices in downtown San Jose. Refreshments provided.
SESSION 2: MAY 17, 2018
Building Blocks: Leveraging Assets and Mitigating Risks
We help you understand how you can leverage your assets while mitigating risks that are inherent to growing your wealth, both financial and non-financial. At this stage, you and your financial foundation should be on close terms and you will be comfortable with increasing complexity in the tools utilized to move you towards your financial goals.
SESSION 3: JULY 19, 2018
Back to the Future: Bridging Retirement and Your Legacy
As you move towards the promised land of retiring from your day to day job and closer to the dream of spending your days on a beach with drinks with little umbrellas in them, your focus will naturally shift towards planning for your legacy and retirement. We help you understand how to leave a lasting legacy for your heirs without sacrificing your time on the beach. By the end of this session, you and your financial goals will be true blue BFFs.
SESSION 4 : OCTOBER 18, 2018
This is a celebration of the long educational road you’ve traveled with us and the heightened awareness you now have about your financial goals and the tools and milestones that will help you get there. Come and enjoy a tipple and a bite and end the year on a high note.