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Financial Wellness and Planning In-Person
Learn about the importance and basics of Financial Planning: topics such as how to structure a plan, and why working with a CFP professional is so important in complex financial planning. Bring your questions!
Presenter Bio: Antonio Giuliani is certified CFP, assistant VP, and Financial Planning Director with Morgan Stanley Private Wealth Management.
- Date:
- Thursday, April 17, 2025
- Time:
- 4:30 PM - 6:30 PM
- Time Zone:
- Eastern Time - US & Canada (change)
- Location:
- Community Room
- Audience:
- Adults
- Categories:
- Adult Programs
Event Organizer
Angela DiLella