Member Event: Wealth Education for the Next Generation

Date and Time

Monday Jul 6, 2026
4:00 PM - 5:00 PM EDT

Monday July 6
4:00 PM - 5:00 PM

Location

Virtual

Fees/Admission

Free - Register here. Please indicate Jim Bishop as your Morgan Stanley contact to register.

Website

Register Now

Member Event: Wealth Education for th...

Description


Wealth Education for the Next Generation: Intro to Investing: Stocks, Bonds & Beyond

Hosted by Morgan Stanley, The Wealth Education for the Next Generation series is tailored for people ages 18-35. This series delivers practical insights designed to enhance financial literacy and strengthen decision-making skills. Each session focuses on equipping the next generation with the knowledge and tools to make informed choices about money, legacy and lasting impact. 

Join Morgan Stanley on Monday, July 6, 2026, for the Intro to Investing: Stocks, Bonds, and Beyond session hosted by Caroline Gundeck, Head of Client and Field Engagement, and Charline Burgess, Senior Wealth Education Specialist, Family Office Resources, with featured insights from Steve Edwards, Head of Portfolio Construction and Cross-Asset Strategy.

This session will dive into the fundamentals of investing, from understanding the stock market to understanding stocks, bonds and other investment vehicles; and will also provide valuable insights to kickstart your investment journey.

► REGISTER now to join this session on 7/6. Please indicate Jim Bishop as your Morgan Stanley contact to register.

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