Morgan Stanley

Join the 30-Day Financial Wellness Challenge

Take charge of your financial well-being. Build healthier financial habits and start working towards your goals with Northwell Health’s 30-day Financial Wellness Challenge, kicking off on April 1.

How It Works

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.

  1. Register for the Northwell Health Walk

    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.

     

    REGISTER

  2. Attend Webinar Wednesday

    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.

     

    ATTEND THE WEBINAR

  3. Join a Northwell Kids Seminar

    It’s never too early to start building great financial habits. Attend a Northwell Kids Webinar to learn about family finances for all ages.

     

    SIGN UP FOR APRIL 26TH SEMINAR

    SIGN UP FOR APRIL 30TH SEMINAR

  4. Complete Your Journey (For Benefits Eligible Team Members)

    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.

     

    GET STARTED

  5. Take the Financial Wellness Assessment (For Benefits Eligible Team Members)

    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.

     

    COMPLETE THE ASSESSMENT

  6. Get a Complimentary Consultation (For Benefits Eligible Team Members)

    Schedule a 30-minute consultation with a Morgan Stanley Financial Advisor who can help you build a plan for your unique financial goals.

     

    SIGN UP

PLEASE READ THE IMPORTANT DISCLOSURES BELOW

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.

 

The material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. 

 

When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.

 

The trademarks and service marks contained herein are the property of their respective owners. 

 

This material may not be sold or redistributed without the prior written consent of Morgan Stanley. 

 

This material is not for distribution outside the United States of America. 

 

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. 

 

©2023 Morgan Stanley Smith Barney LLC, Member SIPC. 

 

CRC 5519801   3/2023

 

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