Planning for the Unexpected with Morgan Stanley and Cadey O'Leary Collection

October 16, 2018 | 6:00 PM - 8:00 PM

Thinking about your family's future, including estate planning and insurance needs? Estate planning is an important opportunity to protect the lifestyle you've worked so hard to create and to take control of your financial future.
 
Join Morgan Stanley and Cadey O’Leary - Jameson Sotheby’s International Realty for an informative seminar that will help you:
  • Understand basic estate planning and insurance concepts
  • Identify estate planning tools you can use to help protect you and your family
Speakers:
Ann Bettendorf Freeman
Financial Advisor
Morgan Stanley Wealth Management
 
Lindsey Paige Markus, J.D., M.A. Principal
Attorney
CHUHAK & TUCSAN
 
Julia S. Bruce
Attorney

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