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Skip to main content * OVERVIEW * AGENDA * SPEAKERS Register Now Financial Wellness RETREAT March 16-17, 2022 A free virtual event from Morgan Stanley at Work Register Now Make 2022 the year of YOU— from your wallet to your wellness. Welcome to the Financial Wellness Retreat by Morgan Stanley at Work Overview It's time to prioritize your financial well-being. Join us for two days of education and inspiration—so you can take care of yourself by taking care of your finances. You’re invited to our annual virtual event, exclusively for the Morgan Stanley at Work community. With 30+ educational sessions designed to empower, this event can help you take charge of your financial future. Customize your experience by choosing from sessions across four thematic tracks: Personal Finance, Equity, Retirement & Executive Education. Pick your favorite sessions or attend them all! View Agenda What to Expect Keynote Addresses Esther Perel James Clear Therapist, author, speaker and creator of the groundbreaking podcast How's Work? Entrepreneur, author of New York Times bestseller Atomic Habits, speaker and advocate for building good habits Educational Sessions Sessions from Morgan Stanley thought leaders including Lisa Shalett, Carla Harris and more, on topics such as managing credit and debt, investing and planning for educational expenses. View Speakers On-Demand Library A Resource Center featuring on-demand educational articles and videos. A Kids’ Corner featuring tools and tips to help raise money-savvy kids. Daily Raffles Daily raffles featuring exciting prizes from top wellness brands such as Apple, Theragun and Bearaby Weighted Blankets. Register Now Disclosures Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. This event is for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. There will be no discussion of, or distribution of specific products or investments at this event. However Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Past performance is not necessarily a guide to future performance. The guest speakers are neither employees of nor affiliated with Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Views and opinions expressed by the guest speakers are solely their own and do not necessarily reflect those of Morgan Stanley. Guest speakers’ authored books do not constitute an endorsement, authorization, sponsorship by or affiliation with Morgan Stanley. Morgan Stanley is not responsible for the information contained therein. Investing in the market entails the risk of principal loss as well as market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware/sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG/sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market. The Morgan Stanley Global Impact Funding Trust, Inc. (“MS GIFT, Inc.”) is an organization described in Section 501(c) (3) of the Internal Revenue Code of 1986, as amended. MS Global Impact Funding Trust (“MS GIFT”) is a donor-advised fund. Morgan Stanley Smith Barney LLC provides investment management and administrative services to MS GIFT. Individuals executing a 10b5-1 trading plan should keep the following important considerations in mind: (1) 10b5-1 trading plans should be approved by the compliance officer or general counsel of the individual’s company. (2) A 10b5-1 trading plan may require a cessation of trading activities at times when lockups may be necessary to the company (i.e., secondary offerings, pooling transactions, etc.). (3) A 10b5-1 trading plan does not generally alter the restricted stock or other regulatory requirements (e.g., Rule 144, Section 16, Section 13) that may otherwise be applicable. (4) 10b5-1 trading plans that are modified or terminated early may weaken or cause the individual to lose the benefit of the affirmative defense. (5) Public disclosure of 10b5-1 trading plans (e.g., via press release) may be appropriate for some individuals. (6) Most companies will permit 10b5-1 trading plans to be entered into only during open window periods. (7) Morgan Stanley, as well as some issuers, imposes a mandatory waiting period between the execution of a 10b5-1 trading plan and the first sale pursuant to the plan. When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters. Morgan Stanley is committed to conducting business in accordance with the highest standards of integrity and transparency, and does not intend for this invitation to influence, or provide an unfair advantage regarding, any action or decision by yourself or any other attendee with respect to Morgan Stanley. In accordance with legal and regulatory requirements, including the U.S. Foreign Corrupt Practices Act, the UK Bribery Act, and U.S. federal, state and local regulations, Morgan Stanley does not provide its clients or business associates gifts or entertainment that they are not allowed to accept. We recognize that our clients, counterparties and other business associates also have legal obligations and may be subject to specific threshold and reporting requirements. By accepting this invitation you confirm that the above proposal conforms with the laws to which you are subject, as well as your organization’s own policies and standards. If you require a confirmation of the total value of this event, or are required to reimburse Morgan Stanley for particular expenditures, please contact us. The fair market value of your prize may be includible in taxable income. Consult your tax advisor. Please note that you may subsequently be contacted by Morgan Stanley for additional confirmations regarding the acceptability of particular expenses that we may cover. By confirming my registration to attend this Event, I understand and acknowledge that during or in connection with the Event I may be photographed, and/or recordings made in which I appear and certain personal information about me may be collected, which may be used by Morgan Stanley for its business use including, without limitation, promotional and advertising purposes on a worldwide basis. I confirm that I have read, understand and agree to the terms set out in Morgan Stanley’s Consent and Release. If I have any objections to being photographed, recorded or with providing any of the rights set out in Morgan Stanley’s Consent and Release, I will provide written notice to the Morgan Stanley contact listed on the invitation. 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