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Tue, Nov 14



Women & Wealth

Join Treasa Moran of Morgan Stanley for an evening seminar on setting your course for a strong financial future!

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Women & Wealth
Women & Wealth

Time & Location

Nov 14, 2023, 5:30 PM – 7:00 PM CST


About the Event

Do you feel stressed about money?  Do you know you need to take action, but don’t know how to get started?  Money & emotions are intertwined.  Hear practical steps to conquer our fears and get started on the financial planning journey. During this session, we will review goal setting and financial planning topics to consider at various life stages & for various life events.  Develop a holistic plan for your future so you feel empowered as you navigate through life!

Treasa Moran is a Financial Advisor with Morgan Stanley Wealth Management. Treasa is focused on providing comprehensive financial planning solutions for her clients across all dimensions of our lives  (financial, spiritual, emotional). She is passionate about integrating the role psychology plays in our decision making within her practice. Treasa has a special interest in working with women to help them gain financial and emotional control over their lives.

Guest speakers are neither employees of nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by guest speakers are solely their own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC. In accordance with legal and regulatory requirements, including the U.S. Foreign Corrupt Practices Act, the UK Bribery Act, and U.S. federal, state and  local regulations pertaining to government officials, Morgan Stanley does not provide government officials with gifts or entertainment that they are not  allowed to accept. By accepting this invitation, you confirm that the above proposal conforms with the laws to which you are subject, as well as your  organization’s own policies and standards. If you require a confirmation of the total value of this event, or are required to reimburse Morgan Stanley for particular expenditures, please contact Attendance at this Video Conferencing meeting is through direct invitation by Morgan Stanley Smith Barney LLC (Morgan Stanley). All attendees should identify if anyone else is present with them at the start of the session so that the meeting organizer is aware of everyone in  attendance. Attendees who are joining via a forwarded invitation from someone outside of Morgan Stanley should provide their full name and email  address when attending the meeting or excuse themselves from this meeting. All information, content, products and services discussed during the meeting are intended only for individuals accepted into the meeting and residing  in states where the meeting organizer is registered. You may not record, reproduce, publish, or distribute any of the content or materials discussed and/ or presented during the meeting without the express written consent of Morgan Stanley. Any information or content shared by an attendee as a meeting participant (including but not limited to documents or applications) will be visible to  all other attendees. Do not share information or content if you do not want it visible to other attendees. Private Bankers, Ultra High Net Worth Sales Specialists, Loan Portfolio Managers and Lending Advisors are employees of Morgan Stanley Private  Bank, National Association. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC  has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

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