Women & Wealth: Establishing a Game Plan That Aligns with What You Value Most
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You’re in charge of many things, including your financial future. Your financial success is woven into a larger story: a unique web of circumstances, responsibilities and goals. In the “Women and Wealth” Expert Exchange, we’ll discuss managing for what you value most. This dialogue will provide you with some actionable insights on why financial planning is so critical for women.
Stephanie Roberts, VP & branch manager, Morgan Stanley Wealth Management
Lee K. Meeks, vice president, financial advisor, Morgan Stanley