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Finance 101: Building Financial Confidence & Long-Term Security
Building Financial Confidence & Long-Term Security
Move beyond financial survival by learning how to rebuild confidence, strengthen financial independence, invest for the future, and create long-term stability and peace of mind.
12-1pm
July 22nd
On Zoom
Topics
- Rebuilding financially
- Investing basics
- Retirement planning
- Estate planning updates
- Income growth
- Financial goal-setting
- Wealth-building habits
- Creating financial confidence
$39 for Non-Members
Free for Members
Michael B. Kislin, CFA®, CFP®, CIMA®, CDFA®, CEPA®, is a wealth advisor at Morgan Stanley, known for his empathetic, holistic approach to financial planning. He partners closely with clients to understand their goals, values, and life transitions, creating personalized strategies that support long-term financial well-being.
With expertise spanning investment management, comprehensive financial planning, divorce financial guidance, and business exit planning, Michael helps individuals and families navigate complex financial decisions with clarity and confidence.
Rather than focusing solely on numbers, Michael believes true financial success comes from aligning wealth with purpose, helping clients build financial strategies that support the life they want to live.
