Session 5A: Money Talks Developing Financial Intimacy

Hosted by Morgan Stanley Talking about money can be hard, whether you’re building a life with a partner, planning for the future with your family, or just having a real talk with yourself about your own financial patterns. Our experts can help. Speakers: Syrinda Paige, Senior Vice President, Financial Advisor, Morgan Stanley Taeshima White, SVP & GM - Participant Services, Fidelity Investments • Stacee Crittenden, Senior Financial Advisor, Merrill Lynch Moderator: Hadriana Leo, Wealth Strategist and Founder, Money Navigator™ International