The OCMA Wellness Program is the 2018 recipient of the California Medical Association's prestigious Gary Nye, MD Award for Physician Health and Well-Being.
This event will cover:
- Principals for a successful retirement
- Morgan Stanley’s outlook
- Considerations for long-term investing through volatile markets
Speakers
Jim Moos, CFP®, CIMA®, CRPS®
Senior Vice President - Financial Advisor, Morgan Stanley Wealth Management
Nick Dolle, CFP®, CRPS®
Associate Vice President - Financial Advisor, Morgan Stanley Wealth Management