WISE Seattle: Financial Fitness - Investing with Impact

WISE Seattle

Join WISE Seattle for our annual Financial Fitness event, featuring conversations with Financial Advisors from Morgan Stanley.

Join us for a virtual zoom conversation with Financial Advisors, Sara Asatiani and Brent Gray. The focus will be on core financial planning and financial education ideas. Our goal of the event is not to become experts on finances but to feel more comfortable and confident in asking tough questions to manage our personal finances.When registering, please fill in a financial question you would like answered. For example: How do you manage your lifestyle, save for the future, and still pay off your student debt? How can you align your values with your money?Every participant will receive a pdf copy of a Financial Playbook: A Women’s Guide to Life and Money. Disclaimers: The returns on a portfolio consisting primarily of environmental, social, and governance-aware investments (ESG) or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. Want to make sure you have priority access to events in the future? Learn more about becoming a WISE Seattle member! Annual membership is only $100 and includes a number of additional perks, including a WISE Seattle founding member gift, access to member-only events and content, and a number of WISE National benefits! Click here for membership information.

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3621 Stone Way N Seattle, WA 98103

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WISE Seattle: Financial Fitness - Investing with Impact

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WISE Seattle: Financial Fitness - Investing with Impact

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