Improve your financial well-being while getting a chance to win exciting prices! Complete at least three of the six activities below to participate in the challenge and be entered in the raffle.
Get moving! Register for a Northwell Health Walk near you on Sunday, May 21st. Make sure you receive credit! Send a screenshot of your registration to retirement@northwell.edu.
Attend one of the live Webinar Wednesday seminars in April. Each virtual session delivers practical guidance on financial topics with timely content and Q&As.
It’s never too early to start building great financial habits. Attend a Northwell Kids Webinar to learn about family finances for all ages.
Complete at least one recommended educational journey on the Morgan Stanley at Work Financial Wellness Portal. Explore a range of topics designed to empower your financial wellbeing.
Register or log in to the Morgan Stanley at Work Financial Wellness Portal and take the Wellness Assessment. If you've already completed it, be sure to retake it for the challenge.
Schedule a 30-minute consultation with a Morgan Stanley Financial Advisor who can help you build a plan for your unique financial goals.
Morgan Stanley Smith Barney LLC and its affiliates (together, “Morgan Stanley”) are not affiliated with Northwell Health. The Northwell Kids Seminars are provided by Northwell Health. Morgan Stanley has not reviewed the content of and is not responsible for such Seminars. All prizes are provided by Northwell Health. For information about prizes and the rules of the raffle, please contact Northwell Health.
Certain content on Morgan Stanley Financial Wellness Portal including, but not limited to, calculators is being provided to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) pursuant to an agreement with Financial Fitness Group (“FFG”). That content and materials on the Portal have been prepared for educational purposes only and do not constitute either a recommendation or a solicitation by Morgan Stanley and its employees to purchase or sell any investment or strategy. The calculators are hypothetical and are for illustrative and informational purposes only and do not represent the return on any investment. Actual results may vary.
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