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590 Madison Avenue Branch
Branch Location And Profile
Michael Marchassalla
Managing Director
Branch Manager
Branch Manager
590 Madison Avenue
11th Floor
New York, NY 10022
11th Floor
New York, NY 10022
tel: 212-586-5505
toll free: 800-468-0019
fax: 212-307-2841
toll free: 800-468-0019
fax: 212-307-2841
hours:
M-F
8:30AM - 5:30PM
Seminars and Events
Morgan Stanley Smith Barney offers a variety of educational seminars for clients. Please check here for future offerings or call our office.
Financial Planning in an Uncertain World
Experts have long agreed that an essential element of investment success is having a sound financial plan, one that takes into account the investor’s resources, goals, and tolerance for risk. But any such plan is based on assumptions about future market performance - a highly uncertain business at best.
Uncertainty can’t be helped, but advanced planning tools can at least give investors a clearer idea of the risks they face. Our luncheon workshop will take a closer look at these tools, which estimate the likelihood of reaching a given set of goals, given the investor’s key assumptions.
You are invited to learn more about Financial Planning in an Uncertain World. This 45-minute presentation reviews a number of critical points, such as:
- The limitations of conventional planning methods- particularly for investors with more complex goals and time horizons.
- How market volatility and the timing of future portfolio cash flow timing can upset even the most carefully thought-out financial plan.
- The use of probability-based simulations to test investment scenarios.
Please join us for an in-depth discussion on this important topic.
- Dinner will be served.
- Please bring a friend.
- RSVP. Space is limited.
- Seminar is complimentary.
- $1 million suggested minimum portfolios
- Complimentary Workshop
Date:
Monday, November 23, 2009 6:30 PM
Host:
Ada Saper, First Vice President - Wealth Management, Financial Advisor, Senior Portfolio Manager - One-On-One Complimentary Workshop
Speaker:
Ada Saper - First Vice President - Wealth Management, Financial Advisor, Senior Portfolio Manager
Location:
Midtown Location, 6:30 p.m.
The location will be provided at the registration, This is One-On-One Workshop
NYC, NY
The location will be provided at the registration, This is One-On-One Workshop
NYC, NY
Ada Saper RSVP by 11/20/09 at 212-307-2974
or RSVP online.
Financial Planning in an Uncertain World
Experts have long agreed that an essential element of investment success is having a sound financial plan, one that takes into account the investor’s resources, goals, and tolerance for risk. But any such plan is based on assumptions about future market performance - a highly uncertain business at best.
Uncertainty can’t be helped, but advanced planning tools can at least give investors a clearer idea of the risks they face. Our luncheon workshop will take a closer look at these tools, which estimate the likelihood of reaching a given set of goals, given the investor’s key assumptions.
You are invited to learn more about Financial Planning in an Uncertain World. This 45-minute presentation reviews a number of critical points, such as:
- The limitations of conventional planning methods- particularly for investors with more complex goals and time horizons.
- How market volatility and the timing of future portfolio cash flow timing can upset even the most carefully thought-out financial plan.
- The use of probability-based simulations to test investment scenarios.
Please join us for an in-depth discussion on this important topic.
- Lunch will be served.
- RSVP. Space is limited.
- Seminar is complimentary.
- $1 million suggested minimum portfolios
- Complimentary Workshop
Date:
Monday, November 30, 2009 12:30 PM
Host:
Ada Saper - First Vice President - Wealth Managemnet, Financial Advisor, Senior Portfolio Manager
Speaker:
Ada Saper, First Vice President - Wealth Management, Financial Advisor, Senior Portfolio Manager - One-On-One Complimentary Workshop
Location:
Executive Conference Facility
Midtown Location, details will be provided upon registration. This is One-On-One workshop.
New York, NY
Midtown Location, details will be provided upon registration. This is One-On-One workshop.
New York, NY
Ada Saper at 212-307-2974
or RSVP online.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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