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PFS Worksheet PDF BPersonal Financialb Planning Introduction  Form

PFS Worksheet PDF BPersonal Financialb Planning Introduction Form

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welcome say's family to our webinar series on personal financial planning please note the URL at the top you'll be able to use this to submit questions throughout the webinar will collect your questions and answer them after the presentation in our Q&A session also note that you'll have the option to select anonymous as you submit each question our presenter tonight is Tom vom from Morgan Stanley she's been a financial advisor for 10 years and he or she is to present our webinar an introduction to personal financial planning oh oh my name is time bomb and a financial advisor Morgan Stanley my presentation tonight is the introduction to a series on personal financial awareness and education and wealth management we will begin to answer questions and give you the tools you need to help work toward financial peace of mind the presentation will give you a sort of roadmap as you build out a team of professional advisors who will help guide you as you

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