Program Type:
FinancialAge Group:
AdultsProgram Description
Event Details
An effective estate plan can help you support the people and institutions you care about most, long after you are gone. This presentation will review why you need an estate plan, how to get started, and discuss strategies and tools you can use to protect your assets and get organized.
Presented by: Sandra Gabay is a Partner with the Fifth Avenue Group at Morgan Stanley in midtown Manhattan. A Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®), she works with clients to help them manage their financial lives and wealth. For the past 4 years, Sandra has been recognized in the Morgan Stanley Pacesetter’s Club, a global recognition program for Financial Advisors who, early in their careers, have demonstrated the highest professional standards and service. Sandra’s team, The Fifth Avenue Group, has been ranked by Forbes on its Best-In-State list, three years in a row.
Disclaimer(s)
Registration required to attend this program