web.cvent.com
Open in
urlscan Pro
99.84.152.23
Public Scan
Submitted URL: https://www.cvent.com/api/email/dispatch/v1/click/847rdg6yqmfz5v/w5nqzg4g/aHR0cHMlM0ElMkYlMkZjdmVudC5tZSUyRkUzZ3I3UCUz...
Effective URL: https://web.cvent.com/event/0e410876-cb85-408f-9165-9011e83023a1/websitePage:f38b63ef-8c7d-4ee9-9cda-4dd60d32b630?rt=I...
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://web.cvent.com/event/0e410876-cb85-408f-9165-9011e83023a1/websitePage:f38b63ef-8c7d-4ee9-9cda-4dd60d32b630?rt=I...
Submission: On March 08 via api from US — Scanned from DE
Form analysis
0 forms found in the DOMText Content
Skip to main content * OVERVIEW * AGENDA * SPEAKERS Register Now Agenda Choose from over 30 sessions across the 4 tracks below to customize your journey at the Financial Wellness Retreat. We encourage you to mix and match tracks to attend the sessions you find most valuable. All sessions will be available on-demand for 30 days post conference to ensure you don’t miss a thing! Viewing in Eastern TimeAdjust Search for sessions... Category March 16, 2022 Welcome Keynote with Morgan Stanley's Leaders 12:00 PM-12:10 PM ET Keynote Mandell Crawley Managing Director and Chief Human Resources Officer Morgan Stanley Brian McDonald Managing Director, Head of Morgan Stanley at Work Prioritizing Your Financial Wellness with Morgan Stanley at Work Kick things off with Morgan Stanley’s Brian McDonald and Mandell Crawley who will preview what’s to come, offer tips on navigating the virtual retreat and share more about Morgan Stanley’s commitment to helping you prioritize your financial well-being. Fireside Chat with Esther Perel & Carla Harris on Relationship Intelligence 12:10 PM-12:50 PM ET General Session Carla Harris Managing Director and Vice Chairman Morgan Stanley Esther Perel Therapist, author, speaker and creator of the groundbreaking podcast How’s Work? The Key to Building Successful Connections at Work Today’s shifting workplace dynamics are not only impacting our routines, but the way we form relationships with colleagues as well. Psychotherapist and New York Times bestselling author Esther Perel sits down with Morgan Stanley’s Carla Harris to share her fresh perspectives on how to better navigate workplace relationships, connections and conflicts. Planning for a Resilient Financial Life 1:00 PM-1:30 PM ET General Session Rodney Bolden Vice President, Financial Wellness Morgan Stanley at Work Jade Faugno Vice President, B2C Content Strategy Morgan Stanley at Work No matter where you are on your financial journey, having a plan can help you stay on track to achieve your goals. Discover budgeting, planning and saving strategies that may help you reduce financial stress, build financial resilience and achieve your goals. Making Cents of The Markets with Lisa Shalett 1:30 PM-2:00 PM ET General Session Brian McDonald Managing Director, Head of Morgan Stanley at Work Lisa Shalett Chief Investment Officer, Wealth Management Morgan Stanley If the past two years have taught us anything, it’s to expect the unexpected. Morgan Stanley Wealth Management’s Chief Investment Officer, Lisa Shalett, shares her outlook on the financial markets and the trends to watch in 2022. Managing Credit & Debt 2:00 PM-3:30 PM ET Track 1: Personal Finance James Cotto Financial Advisor, Managing Director Morgan Stanley Pat Shea Executive Director, Participant Experience Strategy Morgan Stanley at Work Learning how to effectively manage your credit and debt can be a key strategy in achieving your financial goals. In this session we will share strategies for helping improve your credit score and prioritizing your debt payments. Equity 101 2:00 PM-2:30 PM ET Track 2: Equity Darrell Carson Senior Participant Educator Morgan Stanley at Work Stacey Juliano Executive Director, Events and Sales Enablement Morgan Stanley at Work Learn about thoughtful equity management and have common equity-related questions answered in this session. We will cover stock options and restricted stock units (RSUs), including key terms and definitions, the award lifecycle, tax considerations and more. Retirement Planning Basics 2:00 PM-2:30 PM ET Track 3: Retirement Michael Cannizzaro Investor Educator Morgan Stanley at Work Tom Conlon Executive Director, Head of Retirement Sales Morgan Stanley The key to successful retirement planning is to save early and often. This session will help you plan ahead and balance near-term goals with saving for the future. We will also discuss popular retirement accounts and their various tax implications. Demystifying Executive Equity Awards 2:00 PM-2:30 PM ET Track 4: Executive Education Nathan Bidner Executive Director, Head of Participant Education Morgan Stanley at Work Chris Hall Equity Planner Morgan Stanley at Work Jeff Holzbach Vice President, Senior Equity Planner Morgan Stanley at Work In this executive-level session, you will learn how different types of equity awards may impact your financial situation and tax obligation. We’ll cover the benefits, common vesting schedules and what to consider when selling Non-Qualified or Incentive Stock Options, Restricted Stock Units and Non-Qualified Deferred Compensation. Women, Wealth & Work 2:30 PM-3:00 PM ET Track 1: Personal Finance Serida Fong Executive Director, Participant Education Solutions Morgan Stanley at Work Kristen Yablonsky Financial Advisor Morgan Stanley Many women face a unique set of financial challenges including career interruptions and caregiving responsibilities, yet not all are equipped with the tools to make sound financial decisions. In this session, we share tactical advice on how to navigate these circumstances and everyday life with confidence. Tax Strategies for Equity Holders 2:30 PM-3:00 PM ET Track 2: Equity Michael Cannizzaro Investor Educator Morgan Stanley at Work Darrell Carson Senior Participant Educator Morgan Stanley at Work Peggy Wang Executive Director Morgan Stanley There are many factors to consider when it comes to the tax impact of your equity awards. In this session, we’ll explore several of these factors, answer common tax questions, and discuss strategies for effective tax management. Tax-Advantaged Investment Strategies 2:30 PM-3:00 PM ET Track 3: Retirement There are many types of tax-advantaged accounts, including retirement accounts and charitable giving vehicles. In this session, we will cover some of the most widely used account types and tax efficient strategies to help you reach your financial goals. Addressing the 10b5-1 Conversation 2:30 PM-3:00 PM ET Track 4: Executive Education Bruce Burrows Financial Advisor, Managing Director Morgan Stanley Joe Maximos Executive Financial Services Morgan Stanley at Work A 10b5-1 plan can help corporate executives make the most of their equity awards while adhering to additional restrictions that apply. This session will explore some of the benefits of a 10b5-1 plan as well as key considerations to help you develop a strategy that aligns with your liquidity and timing needs. Your Money, Your Causes: Invest with Impact 3:00 PM-3:30 PM ET Track 1: Personal Finance Anthony DeTurris Executive Director, Financial Wellness Morgan Stanley at Work Lily Trager Head of Investing with Impact Morgan Stanley An investment strategy can be more than just a means of accumulating wealth; it can be a force to help create positive change in the world. In this session, we’ll discuss strategies to align your finances with your values. ESPP 101 3:00 PM-3:30 PM ET Track 2: Equity Carlos Reyes Senior Participant Educator Morgan Stanley at Work Daniel Roberts Vice President, Relationship Manager Shareworks by Morgan Stanley An Employee Stock Purchase Plan (ESPP) allows you to participate in your company’s ownership by purchasing company stock at a discount. In this session, we’ll cover how ESPPs work, including key terms, special features and various tax implications to consider. Your Personality in Retirement 3:00 PM-3:30 PM ET Track 3: Retirement Katherine Buck Vice President, Retirement Solutions and Financial Wellness Marketing Morgan Stanley at Work Joseph Notarfrancesco First Vice President, Financial Advisor and Workplace Advisor Morgan Stanley We all have different preferences and priorities when it comes to managing our finances and saving for retirement. In this session, we’ll help you identify your financial personality type and understand how it may impact your spending and savings patterns, and ultimately, help you to create a proactive plan to address potential risks. Sharpen Your Focus: Equity Planning Considerations 3:00 PM-3:30 PM ET Track 4: Executive Education Michael Blackburn Equity Planner Morgan Stanley at Work Clint Rosebush Executive Director, Corporate and Participant Solutions Morgan Stanley at Work When used strategically, equity compensation can accelerate your ability to reach important financial goals. As your financial needs get more complex, you may need more sophisticated strategies to achieve your goals. This session will explore common strategies on how you can leverage equity awards in complex financial situations. March 17, 2022 Keynote Address by James Clear on Atomic Habits 12:00 PM-12:45 PM ET Keynote James Clear Entrepreneur, author of New York Times bestseller Atomic Habits, speaker and advocate for building good habits Stephanie Glashow Head of Marketing, Corporate & Institutional Solutions Morgan Stanley at Work Building Good Habits to Accomplish More in Less Time James Clear is an advocate for creating simple systems and processes to empower people to live better. The author of the New York Times bestseller, “Atomic Habits,” is known for providing audiences with tactical ways to start and stick to good habits, make good choices and avoid bad ones. Join him to learn how you can accomplish more meaningful results in less time. Tax Aware Strategies for the Year Ahead 12:45 PM-1:15 PM ET General Session Wilson Babb Vice President, Chief Operating Officer for Participant Engagement Morgan Stanley at Work Kristen Yablonsky Financial Advisor Morgan Stanley Review of tax-aware strategies that leverage workplace benefits and investment planning to consider in the year ahead. Investing Workshop: A Step-by-Step Guide 1:15 PM-1:45 PM ET General Session Michael Cannizzaro Investor Educator Morgan Stanley at Work Angela Chu Vice President, Reinvestment Morgan Stanley Wealth Management Investing is a useful skill for many stages of life. This session covers a range of topics from basic investing terms and strategies to types of investment vehicles. Planning & Paying for Education Expenses 1:45 PM-2:15 PM ET Track 1: Personal Finance Marissa Lewis Vice President, Financial Wellness Morgan Stanley at Work Remy Pop Financial Advisor Morgan Stanley Paying for education in today’s world can be an expensive proposition. There are many options and considerations for each stage of education expense planning, whether you are managing your own student debt, starting a college savings account for a dependent or doing both simultaneously. This session covers some of the common sources of funding and account types to help you understand the options that may be available to you. Powered by Equity: How Equity Awards Can Help You Reach Your Life Goals 1:45 PM-2:15 PM ET Track 2: Equity Bruce Burrows Financial Advisor, Managing Director Morgan Stanley Timothy Gow Vice President, Relationship Management Morgan Stanley at Work Integrating equity into your broader investment plan may help accelerate your ability to achieve important goals. In this session, we’ll discuss some of the options for putting your shares and proceeds to work through your savings or investment accounts as well as philanthropic vehicles. Your Path to Retirement: Building a Nest Egg 1:45 PM-2:15 PM ET Track 3: Retirement Ben Duckett Financial Advisor Morgan Stanley Kate Willever Executive Director, Retirement Solutions Morgan Stanley at Work No matter your life stage, it’s important to be proactive about saving for retirement. In this session, you’ll learn how to build a strong financial foundation and balance near- and long-term savings goals to prepare for the future while enjoying the present. Modern Philanthropy 1:45 PM-2:15 PM ET Track 4: Executive Education Chad Bolick Executive Director, Morgan Stanley Wealth Management, Family Office Resources Morgan Stanley Lisa Nam Executive Director, Family Office Resources Morgan Stanley Wealth Management In this session, we’ll cover the basic principles of “Smart Philanthropy.” You will learn about the value of a philanthropic mission statement, how to perform effective due diligence on potential beneficiary organizations, and various tax-efficient ways you can give back to causes you care about. Raising Money Savvy Kids 2:15 PM-2:45 PM ET Track 1: Personal Finance Tanya Van Court Founder and CEO Goalsetter Catherine Yoshisaka Executive Director, Learning & Development Morgan Stanley We all have a different relationship with money, which in turn informs our spending, saving and investment habits. This session will explore the forces that shape our financial preferences and how those forces may impact your financial decisions. Cultivating Good Equity Habits 2:15 PM-2:45 PM ET Track 2: Equity Darrell Carson Senior Participant Educator Morgan Stanley at Work Holly Smith Vice President, Participant Engagement Morgan Stanley at Work Good equity habits start with a deeper understanding of your equity. We'll share information to help you account for your personal goals and the type of equity you have as you plan for your future. Are You Ready to Reach the Finish Line? 2:15 PM-2:45 PM ET Track 3: Retirement Ben Duckett Financial Advisor Morgan Stanley Steve Stano Executive Director Morgan Stanley at Work Marketing Retiring with confidence calls for a plan, but sticking to that plan can be challenging in the face of uncertainty. For those who are nearing retirement, this session will prepare you by sharing best practices for how to take advantage of key benefits including Social Security, Medicare, and Long-Term Care Insurance. Making Your Ownership Matter for Future Generations 2:15 PM-2:45 PM ET Track 4: Executive Education Elizabeth Chand Executive Director, Morgan Stanley Wealth Management, Family Office Resources Morgan Stanley Paul Stam Executive Director, Trusts and Estates Strategist Morgan Stanley Valerie Wong Fountain Head of Signature Access and Single Family Office Advisory Morgan Stanley Leaving a legacy starts with a comprehensive plan. In this session, we will explore how to create an estate plan that protects what matters most. We will touch on key stakeholders, types of trusts and the basics of estate planning that may help you minimize the impact on your tax bill while maximizing the value for future generations. Planning for a Major Purchase 2:45 PM-3:15 PM ET Track 1: Personal Finance Michael Chao Executive Director Morgan Stanley Joseph Notarfrancesco First Vice President, Financial Advisor and Workplace Advisor Morgan Stanley Buying a home, starting a family, planning a big trip or event...these major milestones require careful planning. In this session, you will learn about how to develop a strategy and budget to help reach your savings goals. Building a Diverse Team 2:45 PM-3:15 PM ET Track 4: Executive Education Melissa King Executive Director, Head of Brand and Content Morgan Stanley at Work Christyl Lucille Murray Diversity & Inclusion (D&I) Officer, Corporate & Institutional Solutions Morgan Stanley at Work Diversity is an important driver of company performance. In this session you’ll discover why, as well as learn actionable steps you can take to create and maintain a diverse workforce and leadership team. Closing Remarks with Brian McDonald 3:15 PM-3:30 PM ET Brian McDonald Managing Director, Head of Morgan Stanley at Work 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. Attendance at this Video Conferencing meeting is through direct invitation by Morgan Stanley Smith Barney LLC (Morgan Stanley). All attendees should identify if anyone else is present with them at the start of the session so that the meeting organizer is aware of everyone in attendance. Attendees who are joining via a forwarded invitation from someone outside of Morgan Stanley should provide their full name and email address when attending the meeting or excuse themselves from this meeting. All information, content, products and services discussed during the meeting are intended only for individuals accepted into the meeting and residing in states where the meeting organizer is registered. You may not record, reproduce, publish, or distribute any of the content or materials discussed and/or presented during the meeting without the express written consent of Morgan Stanley. Any information or content shared by an attendee as a meeting participant (including but not limited to documents or applications) will be visible to all other attendees. Do not share information or content if you do not want it visible to other attendees. Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and/or its affiliates, all wholly owned subsidiaries of Morgan Stanley. © 2022 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4162167 (01/22) * Cvent Privacy Policy