Hear from Morgan Stanley experts and receive tips on how to set yourself up for success with money management and investment resources to help achieve today’s goals and prepare for retirement. Register to attend NAR’s Center for REALTOR®
Financial Wellness LIVE: Retirement Summit four-part series event.
Retirement Planning Basics
Wednesday, July 7 at 2:00 p.m. -3:00pm ET
Saving enough for a comfortable retirement Saving enough for a comfortable retirement is one of most people's greatest financial goals—and challenges. This session covers the basics, such as planning ahead, learning the essential tenets of investing and understanding popular retirement accounts.
Getting Retirement Ready
Wednesday, July 14 at 2:00 p.m.-3:00pm ET
What does the ideal retirement look like? It all depends on your needs and wants. This session discusses everything from the basic considerations for retirement to how to help protect yourself against the unexpected as you near retirement.
Planning for the Unexpected
Wednesday, July 21 at 2:00 p.m.-3:00pm ET
Life is full of surprises. While we may not be able to predict sudden expenses, we can prepare for them to soften their impact. This session covers ways that individuals and families can protect themselves when “life happens,” with tips on building an emergency fund, exploring insurance options and more.
Legacy and Estate Planning
Wednesday, July 28 at 2:00 p.m.-3:00pm ET
Life happens quickly. Making it a priority to coordinate one’s financial and estate plans can be overwhelming. This seminar can help individuals learn how to balance their goals and provide for the people and causes they care about most.
By participating, you’ll learn retirement saving strategies to set yourself up for success, as well as, legacy and estate planning. Space Is limited!