Prepare for retirement with NAR’s Financial Wellness Retirement Summit July 7-28

Prepare for retirement with NAR’s Financial Wellness Retirement Summit July 7-28

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Whether you anticipate retiring soon or on in the distant future, the steps you take now will help ensure you are in good financial shape long-term. NAR’s REALTOR® Financial Wellness Summit will help you prepare with expert guidance from Morgan Stanly experts Mike Engel, Institutional Consulting Director and Director of Corporate Retirement and Jim Phillips, SVP Wealth Management Financial Advisor and Senior Investment Management Consultant.

The virtual series in July consists of four one-hour webinars:

  • July 7, 1-2 p.m. CST: Retirement Planning Basics
  • July 14, 1-2 p.m. CST: Getting Retirement Ready
  • July 21, 1-2 p.m. CST: Planning for the Unexpected
  • July 28, 1-2 p.m. CST: Legacy and Estate Planning

Member registration is $45 and Non-member registration is $55. ($40 early registration member rate ends June 28.)

Please note: Based on internal governance policies at Morgan Stanley, a recording of the live sessions will NOT be made available, and the registration fee is non-refundable. If you miss a session, you have the option to schedule a FREE consultative meeting with a Morgan Stanley representative and watch a pre-recorded version of this 4-part series event. A post event email with additional details will be sent to paid registrants on Monday, August 2.



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