Join us for our Financial Fitness Luncheon with Financial Advisors, Sara Asatiani and Brent Gray. The focus will be on smart spending during the holidays and core financial planning. 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.
- Sara Asatiani, CDFA®, CRPS®, First Vice President, Financial Advisor, Financial Planning Specialist, Investing with Impact Director, Morgan Stanley
- Brent Gray, CFP, Branch Manager, Senior Vice President, Morgan Stanley
Admission FEE: Lunch is included for all participants
- Members: FREE
- Non-Members: $15
When registering, please submit a financial question you would like answered. For example: How do you manage your lifestyle, save for the future, and how do I stick to a budget during the holidays? How can you save but also be able to spend money on items that are more wants vs needs?
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.
255 S King St, Suite 800, Seattle, WA 98104
Parking is on your own. King Street Center Parking Garage (2 minutes away) | 300 2nd Ave S. Parking (3 minutes away)