: Setting your course to a strong financial future with Melinda Lewis and Joanne Daly, CDFA, of Morgan Stanley
Thurs, Oct. 17th at 6:30 pm
True wealth is about more than just your money. It’s about your life and the things you value most as well as the
relationships, interests and goals that bring you joy. Putting all of these elements at the heart of your long-term
wealth management strategy helps ensure that you achieve the financial future you envision.
Join us for an informative seminar designed to help you identify and prioritize your objectives, and then begin to
build a personalized plan that helps maximize your probability of achieving the goals you have for yourself and your loved ones, however life unfolds.