• Multicultural Financial Advisor Forum

Morgan Stanley Wealth Management’s Central Maryland Complex Hosts 2nd Annual Women & Wealth Summit

The summit in Bethesda, MD brought together 150 women to learn how they can achieve more with their wealth.

Bethesda, MD – On Tuesday June 7th Morgan Stanley Wealth Management’s Central Maryland Complex hosted its 2nd annual Women & Wealth Summit. A lively crowd of 150 guests gathered at the Congressional Country Club in Bethesda, MD to hear from noteworthy presenters on how to achieve the most success with their wealth.

The festivities began with opening remarks from Central Maryland Complex Director, Robert Meredith, and featured valuable presentations from speakers Lisa Cregan, Morgan Stanley Mid-Atlantic Regional Director, and Elizabeth Varley, Columbia Threadneedle Vice President of an Affiliate of Columbia.

Cregan, a returning presenter from last year’s event, inspired attendees with her “Five R’s to be mindfully fearless.”

“Reflect – be honest with yourself. Respond – be attuned to opportunities to be mindlessly fearless. Record – keep a daily log of how you are mindlessly fearless,” said Cregan, sharing that she keeps a picture of her and her horse going over a jump in her Equestrian Olympic training days as a constant reminder of all that she has accomplished. “Rejoice – give yourself credit for having courage. And Reward – reward yourself,” said Cregan.

“Celebrate your wins and build on that,” encouraged Cregan.

After the presentations, guests were given the opportunity to attend two of four breakout workshops based on unique topics, ranging from aging successfully in health and wealth to the value of long-term care expense planning to questions that determine the quality of life.

At the “Women’s Health Breakout Workshop” a lively discussion took place covering common health issues that affect women of all different ethnicities – cancer, heart disease, depression and suicide. A nurse practitioner and physician’s assistant among the attendees were able to join in on the conversation and share some valuable knowledge.

The “Planning for Aging Breakout Workshop” was yet another informative discussion in which the crowd was posed interesting questions, such as “in your senior years how are you going to change your lightbulbs?” or “how are you going to have fun when an averaging 2/3 of your retirement income is spent on support for the home?”

After the workshops, the program concluded with a cocktail reception that allowed the guests a chance to debrief, network and reconnect. In the coming years, Morgan Stanley hopes the event will continue to serve as an opportunity to showcase the intellectual capital of the firm and empower women to manage their personal wealth.