The Convergence of Health Care & Financial Planning

Join us for dinner and a conversation about:

How to Integrate Medicare and Long Term Care Expenses into your Financial Plan
Understand how Medicare works
Gain a Greater understanding of what Long Term Care covers

Please call us at (650) 926-7617 to reserve a seat at this complimentary seminar

Speakers:

Peter Stahl, President, Bedrock Business Results
Russell Clune, Regional Marketing Director, Lincoln MoneyGuard

The guest speaker(s) is neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speaker(s) are solely their own and do not necessarily reflect those of Morgan Stanley.
There will be no discussion of, or distribution of written materials relating to, specific products or investments at this presentation.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.
CRC - 1716521

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The Convergence of Health Care & Fina...

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Date and Time

Tuesday Apr 25, 2017
6:00 PM - 7:30 PM PDT

April 25, 2017
6:00 pm - 7:30 pm
Dinner will be served

Location

Mitchell Park Community Center - Adobe Room
3700 Middlefield Road
Palo Alto, CA 94303

3700 MIddlefield Road, Palo Alto CA 94303

Fees/Admission

none

Website

http://fa.morganstanley.com/rupesh.shah

Contact Information

Host Rupesh Shah Wealth Advisor, Portfolio Manager, Morgan Stanley NMLS# 1261869 CA Insurance License # OC04924 2775 Sand Hill Road, Suite 120 Menlo Park, CA 94025
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