Morgan Stanlye Investment Seminar
Sponsored the seminar presented by Morgan Stanley. The seminar was a really great event and we received many positive feedbackes. The seminar covered: 2015 Market Outlook & Best Investment Ideas
- Building wealth using tax advantaged retirement saving plans (e.g. 401k?, IRA?, etc?
- Asset Allocation ?determining the proper mix of stocks, bonds, alternatives, and cash
- Cash Alternatives ?strategies to earn more interest than cash (e.g. CD?, bonds, etc?
- Income Planning ?how to divvy up your assets as retirement approaches and throughout retirement
- Financial/ Retirement Planning ?determining your Probability of Success
- College Planning ?cost projections and tax advantaged savings plans
- Estate Planning ?roper legal documents (e.g. wills, trusts, powers of attorney, healthcare proxies, etc.