October 31 8:00 AM - October 31 10:00 AM
Smart Women, Smart Money
Women's Leadership Institute
When was the last time you thought about your financial and estate plan? If you are like most women, it is probably not something that crosses your mind every day as we juggle our numerous roles. As women, it is crucial that we take an active role in managing our finances, protecting and growing our assets, and having a clear plan for distributing those assets in the future.
Join us, along with our esteemed panel of advisors as they share ideas you can put into action right away. The time is now!
Mellany Bagtas, CFP,CRPC
Certified Financial Planner and Senior Portfolio Manager
Morgan Stanley Wealth Management
Catherine M. Censullo, CPA, PFS
Censullo, Gupta & Associates, CPA, LLP
Susan Taxin Baer, Esq.
Estate Planning Attorney
Law Offices of Susan Taxin Baer
Breakfast Sponsor: Morgan Stanley