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 * OVERVIEW
 * AGENDA
 * SPEAKERS

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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!

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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
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regulations, Morgan Stanley does not provide its clients or business associates
gifts or entertainment that they are not allowed to accept. We recognize that
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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
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Morgan Stanley Smith Barney LLC (Morgan Stanley).   

All attendees should identify if anyone else is present with them at the start
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