Event Details
Retirement Benefits and Investments
| Date: | November 11, 2021, 12:00pm |
| Organizer: | Shoals SHRM-Florence, AL |
| Location: | Zoom Webinar |
| Price: | none |
| Event Type: | Meeting |
| iCal link | Add to Calendar |
MORGAN STANLEY TEAM
SPEAKER TREY BELEW
1 HOUR SHRM & HRCI CREDITS APPROVED
Topic: SHRM Meeting - November 2021 - Retirement Income Planning
Time: Nov 11, 2021 12:00 PM Central Time (US and Canada)
Join Zoom Meeting
https://una.zoom.us/j/
Meeting ID: 941 0894 2290
Meeting ID: 941 0894 2290
Find your local number: https://una.zoom.us/u/
LEARNING OBJECTIVES
- Understand your current financial standing
- An understanding of what retirement means to you
- Understanding the risks standing between you and your retirement goals
- Are you ready for retirement? – Developing a Retirement Strategy
Our wealth management approach covers the full spectrum of customized solutions. As your “personal chief financial officer,” we not only focus on helping you articulate your needs and aspirations, but also on reviewing all aspects of your financial life so we may create a comprehensive road map that can be followed for multiple generations. We are committed to helping you protect and grow your assets. We are focused on providing timely, unbiased advice and earning your confidence every day to make a real difference in your life.
201 S Court St Suite 410 Florence, AL 35630
COMMITTED TO OUR CLIENTS EVERY STEP OF THE WAY
Trey Belew NMLS #2094086
Financial Advisor Associate
Morgan Stanley Wealth Management
201 South Court Street, Suite 410 | Florence, AL 35630
Office: 256-712-3673
