Start Date: 10/23/2018 6:00 PM EDT
End Date: 10/23/2018 8:00 PM EDT
Venue Name: Skadden, Arps, Slate, Meagher & Flom LLP Location:
1440 New York Avenue, NW
Washington, DC United States 20005
Presented by: Women and Finance Committee
Emily Dupre, Regional Director, MFS Investment
Daniel Welch, CFP®, CIMA®, Sr. VP, Morgan Stanley
Charlotte Kuenen, CFP®, Financial Advisor and Sr. Portfolio Manager, Morgan Stanley
This session will focus on what an actual plan looks like, how it is built, the uses and benefits of a flexible plan, the power of scenario planning with various “what ifs,” along with a brief overview of important concepts like risk-adjusted asset allocation and tax-efficient asset location. Panelists will provide an overview of what can go wrong with your estate/your legacy for your loved ones if you’re not attuned to some common mistakes and oversights.
Advanced Registration Cost:
Student Members $5
Student Members $10
Thank-You to our Sponsor Skadden, Arps, Slate, Meagher & Flom LLP!
Refunds can only be processed for cancellations received more than two business days prior to the event.
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