Claudine Callison-Siero, CDFA® on LinkedIn: Protecting Your Income from the Unexpected | Morgan Stanley (2024)

We help business owners and entrepreneurs build, preserve and manage wealth so they can pursue their financial goals. Register and join us on Wednesday, June 5th at 4PM ET for an exclusive virtual event to learn about the suite of resources Morgan Stanley offers to support your business through every stage of its life cycle.

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From funding a loved one's education to reducing the taxable portion of your estate, I can help you develop a plan for your required minimum distributions.

They've worked hard these past couple of years! Congratulate your grad by sending them money with Zelle®. Learn more here:https://lnkd.in/ewhTWZSC

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Did you know May 29th is National 529 Day? 529 plans may be a great way to help pay for you or your loved one's education. Let's connect to discuss how we can plan for funding this important life expense.

Mental health and physical health go hand-in-hand. This Mental Health Awareness Month, I am committing to providing support and fighting stigma surrounding mental illness.

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Humans are living longer than ever before. How can we make the most of our extra time? Register and join us on Monday, May 20, for an insightful discussion with Dr. Joseph Coughlin, Director of the MIT AgeLab.

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Protein supplements, kombucha and vitamins. A growing elderly population with more money to spend is fueling demand for health-related products, which will drive trends for consumer goods companies.

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Do you want to understand how to demystify credit scores and navigate the world of lending? Register for Morgan Stanley Wealth Management's next Wealth Education session on Monday, May 6 at 4:00 ET and learn how to make informed decisions about credit and debt management.

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As a warming planet impacts human health, investors can support solutions to address climate-related health risks. Get in touch if you want to chat about how your portfolio can help.

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