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Are you unsure about your finances and making the right money decisions?   Are you preparing for future financial stability? Please join us for these important seminars to get you moving in the right direction. 


Best of all,  they are FREE! 


Bryan Biagioli is a Financial Advisor at Morgan Stanley. He has 7 years of  financial industry experience. Prior to becoming a Financial Advisor, Bryan  spent several years working in New York City within institutional equity sales and trading. He is Series 7, 55, 63 and 65 licensed and holds a New York State Insurance License for Life, Health, Variable Annuities, and Variable Life. Bryan  received a BS in Finance from Siena College and participates in ongoing securities/insurance continuing education training. He is very active in the local community, currently serving as Chairman of The Community Hospice’s Associate Board and is a member of the Glens Falls Rotary Club.


Bryan will be providing the seminars in a two-part series. Attend one or both!  Start planning for the future, today!  CLASS SIZES ARE LIMITED....REGISTER TODAY!


Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) , its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.


SESSION 1: EQUITY INVESTING & FIXED INCOME INVESTING
  • SESSION 1: EQUITY INVESTING & FIXED INCOME INVESTING “STOCKS & BONDS 101”
  • 40Participants will gain a basic understanding of stocks and bonds and the types of mutual funds that invest in them.
  • WHEN.....................................September 27 (Wednesday)
  • TIME............................................................6:30-7:30 pm

SESSION 2: FAILED TO SAVE FOR RETIREMENT; NOW WHAT?
  • SESSION 2: FAILED TO SAVE FOR RETIREMENT; NOW WHAT? "RETIREMENT PLANNING FOR THOSE 50 AND OVER"
  • Examining viable options for those nearing retirement. How much do you need? How should you be investing? Get answers to these questions and more!
  • WHEN......................................... October 11 (Wednesday)
  • TIME............................................................6:30-7:30 pm


* Adjustments and discounts will be applied during checkout if applicable. *

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