May 7 – The Concentration Conversation: Clients with Low-Cost Basis, Concentrated Stock Positions. – Morgan Stanley & Eaton Vance – 1 CE Credit

The Concentration Conversation: Clients with Low-Cost Basis, Concentrated Stock Positions. by Morgan Stanley

Registration is complimentary for financial advisors.

Summary: Join Lou Mandia, Head of RIA Strategy and Distribution within the Institutional Equity Division at Morgan Stanley, and Brian Smith, CFP, Co-Head of Wealth Strategies Group at Eaton Vance, for a conversation on concentrated stock positions. More...

Date: Wednesday, May 7, 2025

Time: 1:00 PM Eastern Daylight Time

Duration: 1 Hour

Complimentary CE credit for financial advisors.