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Retirement Summit Materials

July 2021 Center for REALTOR® Financial Wellness Retirement Summit sessions.

Center for REALTOR® Financial Wellness

Thank you for attending NAR's Center for REALTOR® Financial Wellness Retirement Summit. We hope you enjoyed each session.

Below you will find links to access the session materials from Morgan Stanley®.

Please note that the information and materials provided in Center for REALTOR® Financial Wellness webinars and seminars are not intended or provided to be used as a substitute for the advice of your tax, investment, legal, and/or financial advisors or to be the basis of specific financial planning activities.

Financial Consultation Overview

Complimentary Financial Consultations With Morgan Stanley

The Morgan Stanley at Work team is pleased to provide NAR members with resources, education, and guidance to help you manage your financial life. Download this free document for your first consultation.

Legacy & Estate Planning

Life happens quickly. Making it a priority to coordinate one’s financial and estate plans can be overwhelming. This seminar can help individuals learn how to balance their goals and provide for the people and causes they care about most.

View on-demand video

Download accompanying presentation (PDF: 347 KB)

Planning for the Unexpected

Life is full of surprises. While we may not be able to predict sudden expenses, we can prepare for them to soften their impact. This session covers ways that individuals and families can protect themselves when “life happens,” with tips on building an emergency fund, exploring insurance options and more.

View on-demand video

Download accompanying presentation (PDF: 2.65 MB)

Getting Retirement Ready

What does the ideal retirement look like to you? Join us as we discuss everything from the basic considerations for retirement to how to help protect yourself against the unexpected. 

View on-demand video

Download accompanying presentation (PDF: 1.65 MB)

Retirement Planning Basics

Saving enough for a comfortable retirement is one of most people's greatest financial goals— and challenges. This session covers the basics, such as planning ahead, learning the essential tenets of investing and understanding popular retirement accounts.

View on-demand video

Note: Based on internal governance policies at Morgan Stanley, a pre-recorded version of this session will not be made available. For questions, please email FinancialWellness@nar.realtor.

Download accompanying presentation (PDF: 4.52 MB)

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