Please join the OCMA and CAP and for a physician wellness event on June 22. This program, led by Jim Moos and Nick Dolle of Morgan Stanley, will discuss retirement strategies including best practices for long-term investing through volatile markets.
This event will address:
- Principles for a successful retirement
- Addressing inflation
- Morgan Stanley's outlook
- Best practices for long-term investing through volatile markets
About the Presenters
Jim Moos, CFP®, CIMA®, CRPS® is a Senior Vice President and Financial Advisor at Morgan Stanley Wealth Management in Newport Beach with 39 years of experience. Jim is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Plans Specialist (CRPS®) and a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business. Jim earned an MBA from Cal State University Long Beach. In the past he has worked with the California Medical Association as a preferred retirement provider. Jim’s son is a surgeon.
Nick Dolle, CFP®, CRPS® is an Associate Vice President and Financial Advisor at Morgan Stanley Wealth Management in Newport Beach with 16 years of experience. Nick is a Chartered Retirement Plans Specialist (CRPS®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) having completed the certified financial planner program through Northwestern University’s executive education program.
This event's presenters have worked with the OCMA for 15 years, managing the organization’s investment accounts and advising on the OCMA retirement plan. They also have been a supporting business sponsor to OCMA.
Morgan Stanley Wealth Management
For over 80 years, Morgan Stanley has worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth. The global firm overseas $6 trillion in client assets and most recently acquired E*TRADE Financial.