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Long-Term Care discussion led by Olympic gold medalist Wendy Boglioli | Events

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Long-Term Care discussion led by Olympic gold medalist Wendy Boglioli
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Long-Term Care discussion led by Olympic gold medalist Wendy Boglioli

 

No one should allow their future to happen by accident. That was the message Wendy Boglioli, a 1976 Olympic Gold Medalist for swimming, presented during a “Financially Sound, Physically Strong” event hosted by Morgan Stanley Wealth Management (MSWM), Atlanta, on May13 at the Georgian Club. Financial Advisor Kristen Fricks-Roman, a senior vice president at MSWM helped develop the private women’s event sponsored by the firm’s Office of Diversity and Genworth Financial.

More than 70 local women attended the event to listen to Boglioli share her personal experience caring for her father the same year she was going for Gold, as get educated on the value of preparation.

“Planning and preparation is key,” stated Fricks-Roman who invited, along with other financial advisors at MSWM, clients to the educational event. “Wendy’s presentation was impactful and brought attention to the affects long-term care planning can have on one’s family and business.”

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking and lending, cash management, annuities and insurance, retirement and trust services.

 

Kristen Fricks-Roman is a Financial Advisor with the Global Wealth Management Division of Morgan Stanley in Atlanta. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.  Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Wealth Management, or its affiliates. Morgan Stanley Smith Barney, LLC, member SIPC. 

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