Financial Planning Seminars

Speaker:  Dean Billman, First Vice President - Wealth Management Fund Advisor, Morgan Stanley Smith Barney

These seminars discuss creating a retirement income ‘game plan’ that incorporates sound investment strategies and current retirement realities.  Let Dean answer all your financial questions for future planning.   

March 8:  Your Home – an Important Component of your Financial Strategy

Presented by Theresa Szelbeldy, Private Banker, Morgan Stanley Smith Barney. 

Your home, perhaps your biggest single investment is an integral part of a well-rounded financial strategy.  Our goal at Morgan Stanley Smith Barney is to help you integrate your home mortgage into your overall wealth management strategy, especially in light of the current economic environment.

April 5:  Secure Your Legacy

This seminar presentation provides an overview of wealth planning topics including, calculating your net worth, estate tax law changes, estate planning tools, different types of personal trusts, handling retirement plan distributions, analyzing insurance needs and the resources available through Morgan Stanley Smith Barney. 

May 3:  Living Your Way; Planning for Income During Retirement

This seminar discusses creating a retirement income "game plan" that incorporates sound investment strategies and current retirement realities. Topics include why retirement income planning is important, how much is needed to retire comfortably, and effective strategies for generating enough income.

No Charge for Seminars