Morgan Stanley Smith Barney Hosts Wealth
Planning Seminars for LGBT Couples
October 04, 2011 08:03 AM Eastern Daylight Time
NEW YORK--(EON: Enhanced Online News)--Morgan Stanley Smith Barney today announced that it will host a
series of private receptions and investment symposiums during the month of October in Atlanta, New York City and
Menlo Park, CA on wealth planning for Lesbian, Gay, Bisexual and Transgender (LGBT) couples and domestic
partners. The events are part of an ongoing series of wealth-planning programs offered by Morgan Stanley Smith
Barney across the country.
The seminars are being offered in collaboration with the Williams Institute, a national think tank at UCLA Law that
advances sexual orientation law and public policy through rigorous, independent research and scholarship, and
disseminates it to judges, legislators, policymakers, media and the public.
“With marriage laws rapidly changing around the country, it’s imperative, now more than ever, for LGBT couples to
educate themselves about the unique wealth planning issues they may face, and understand the range of resources
available to assist them,” said Sandra Richards, Vice President, Business Development Officer, Diverse and
Multicultural Markets, Morgan Stanley Smith Barney.
The seminars will feature Alan Wolberg, Executive Director, Wealth Advisory Resources, Morgan Stanley Smith
Barney, and will present findings of studies compiled by the Williams Institute on the challenges faced by LGBT
individuals and their partners under current retirement and Federal Estate Tax laws. They are designed to provide
helpful guidance, a proven approach to wealth planning, and a range of techniques and solutions designed to help
grow and protect wealth - over lifetimes and beyond. The presentation will also be available via podcast for use by
Financial Advisors and their clients.
The schedule is as follows:
l Tuesday, October 11, 6:30 p.m.
Loews Hotel – 1065 Peachtree Street NE, Atlanta, GA
l Thursday, October 13, 6:00 p.m.
Morgan Stanley World Headquarters – 1585 Broadway, 41s t Fl. Auditorium, New York, NY
l Thursday, October 20, 6:00 p.m.
Rosewood Sand Hill in Menlo Park – 2825 Sand Hill Road, Menlo Park, CA
For RSVP information please email: MSSB.NBD.Events@mssb.com
Morgan Stanley Smith Barney, a global leader in wealth management, 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, credit and lending, cash management, annuities and insurance, retirement and trust
services. For further information about Morgan Stanley Smith Barney, please visit
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities,
investment management and wealth management services. The Firm's employees serve clients worldwide including
corporations, governments, institutions and individuals from more than 1,300 offices in 42 countries. For further
information about Morgan Stanley, please visit www.morganstanley.com
Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do
not provide tax or legal advice.This material was not intended or written to be used for the purpose of
avoiding tax penalties that may be imposed on the taxpayer.Clients should consult their tax advisor for
matters involving taxation and tax planning and their attorney for matters involving trust and estate
planning and other legal matters.
©2011 Morgan Stanley Smith Barney LLC. Member SIPC
Morgan Stanley Smith Barney
Tricia Nestfield, 914-225-6369
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