Listen to a complete audio recording of this 2015 breakout session below.
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. Attendees are invited to stay for a brief wine and cheese reception at the end of the thought-provoking session.
Alma Guimarin, CFP, CIMA, senior vice president, certified portfolio manager and senior portfolio management director, Morgan Stanley
Theo Schwabacher, senior vice president, senior institutional consultant, Morgan Stanley
Pamela Soekland, financial adviser, Morgan Stanley
Cheryl L. Young, CPM, CFP, ChFC, executive director, senior portfolio management director and financial adviser, Morgan Stanley