Financial Planning for Retirement, Sponsored by Center for Financial Wellness


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.



James  Phillips
Executive Director, Alternatives Investments Director, Financial Advisor, Senior Investment Managemt
The Phillips Group at Morgan Stanley
Michael  Engel
Senior Vice President, Institutional Consulting Director, Corporate Retirement Director
Graystone Consulting from Morgan Stanley

Thanks for attending NAR NXT, see you next year!

2024 NAR NXT,
The REALTOR® Experience

November 8-10  BOSTON, MA

Anaheim Convention Center

Great seeing you in
sunny California!