Elder Panel Presentation

Wednesday, June 20, 2018 @ 6:00 PM

Please join us for an informative presentation with our Elder Panel Professionals. Find out who you need on your team as you plan for elderly parents, family members or yourselves.

Speakers will include:

Greta Solomon – Attorney ‐ Elder Law, Trusts and Estates; Cohen and Wolf, P.C.

Len Schwartz – Senior Real Estate Advisor; Keller Williams Prestige Properties

Heather Gately – Home Instead Senior Care; Owner

Suzanne Weiser – Financial Advisor at Morgan Stanley

Speakers will be available for questions and follow‐up.

Date: Tuesday, May 15, 2018
Time: 6‐8pm
Place: Serendipity Labs
700 Canal Street
Stamford, CT

RSVP to Natalie Marciniak:
(203) 326‐6978

By June 19, 2018

Ample parking is provided.

Refreshments will be served.

Please share with those in your network who you think would benefit.

We look forward to seeing you.


Amy Weiser
Financial Advisor
The Weiser Group at Morgan Stanley
4 Landmark Square
2nd Floor
Stamford, CT 06901
Direct 203‐967‐7030
Fax 203‐967‐7006
Toll Free 800‐233‐2353

The guest speakers are neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speakers are solely their own and do not necessarily reflect those of Morgan Stanley. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice. Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 2075349 04/18

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Last Updated: Wednesday, November 16, 2018