Money, Values & Impact
Money, Values & Impact: Your Piece of the Blue Ribbon Pie
presented by Morgan Stanley
lunch- education- networking- friends!
Register for an enjoyable day at the Chicago Botanic Garden to learn and be inspired by top-level speakers sharing tips, trends and takeaways in financial strategies that drive meaningful results.
Money, Values & Impact is designed to help you build confidence and strategies to chart a financial plan you value and trust.
Session topics presented by top level speakers include:
- Confidently Building a Financial Success Checklist presented by Kathy Roeser, The Roeser Group at Morgan Stanley
- Maximizing Capital:The Power of Investing with Impact presented by Hilary Irby, Managing Director, Global Sustainable Finance, Morgan Stanley
- Protecting Your Future: Demystifying Insurance presented by Annette Findling and Leslie North, Stonebridge Wealth Advisors
- Home Trends and Solutions that Protect/Build Wealth presented by Tony Perry, President, A. Perry Homes
An editorial panel moderated by Make It Better Editor in chief , Genevieve Lill
featuring Mr Eric Weinheimer, President and CEO of Forefront
Susan Noyes, Publisher & CEO, Make it Better
& Francee Harrington, President & Chief Strategy Officer, Make it Better
· The Resource Gallery: A mini expo of guests to meet with face-to-face and share thoughts and ideas!
Play a part in your financial future!
Register at:makeitbetter.net/moneyvaluesimpact
Special Groups/Tables may be arranged in advance by calling 312-952-2826 with your request.
Date and Time
Tuesday Mar 1, 2016
9:00 AM - 3:00 PM CST
Tuesday, March 1st, 2016
9:00am-3:pm
Location
Chicago Botanic Garden
1000 Lake Cook Road
Glencoe, IL
Fees/Admission
$60 per person
$50 per person if you register with a friend. Registration fee: includes lunch and parking.
Website
Contact Information
312-952-2826
