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Events
The Investor's Forum

Introducing: The Investor's Forum

A quarterly event hosted by Morgan Stanley Smith Barney-Scott Wealth Management Group for Clients & Guests.

Purpose/Agenda

  • A forum for investors to keep in touch with market/economic conditions and world events, that may have an impact on their investments and overall financial well being.
  • Discuss topics/answer questions on the above subject matter .
  • Customize follow-up meetings to address questions/concerns.
  • To introduce our Advisory Firm, our investment philosophy, and our services to prospective new clients.
  • A buffett lunch will be served.

Calendar

Meetings will be held within six weeks following the end of each calendar quarter.

For Complete Details and to Register for this unique event call (949) 717-5440

 

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