As a parent, you want the best for your children, and part of raising happy, healthy and independent kids these days is helping them learn how to be money-savvy. This seminar will give you tips to help prepare for “The Money Talk” and suggestions for helping them to become generally more financially aware at any age.
Robin Grace, Executive Director at Morgan Stanley in Wellesley, MA has been a comprehensive wealth financial advisor for over 33 years and is a Concord resident. Her team, The Lineage Group at Morgan Stanley, consists of 4 registered advisors and 2 dedicated customer service associates. They currently manage over $500MM+ in assets for high net worth families, corporate retirement plans and trusts.
There will be no discussion of, or distribution of written materials relating to, specific products or investments at this presentation.
Opinions expressed by the guest speaker are solely his own and do not necessarily reflect those of Morgan Stanley. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice.
Morgan Stanley Smith Barney LLC. Member SIPC.