The Convergence of Health Care & Financial Planning
Join us for dinner and a conversation about:
- How to Integrate Medicare and Long Term Care Expenses into your Financial Plan
- Understand how Medicare works
- Gain a Greater understanding of what Long Term Care covers
Speakers:
Peter Stahl, President, Bedrock Business Results
Russell Clune, Regional Marketing Director, Lincoln MoneyGuard
The guest speaker(s) is neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speaker(s) are solely their own and do not necessarily reflect those of Morgan Stanley.
There will be no discussion of, or distribution of written materials relating to, specific products or investments at this presentation.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.
CRC - 1716521
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The Convergence of Health Care & Fina...
Date and Time
Tuesday Apr 25, 2017
6:00 PM - 7:30 PM PDT
April 25, 2017
6:00 pm - 7:30 pm
Dinner will be served
Location
Mitchell Park Community Center - Adobe Room
3700 Middlefield Road
Palo Alto, CA 94303
Fees/Admission
none
Contact Information
Host
Rupesh Shah
Wealth Advisor, Portfolio Manager, Morgan Stanley
NMLS# 1261869
CA Insurance License # OC04924
2775 Sand Hill Road, Suite 120
Menlo Park, CA 94025
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