Keoni Lee

Funding Retirement

A Talk by Keoni Lee (First Vice President, Corporate Retirement Director, Morgan Stanley)

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About this Talk

This presentation discusses saving strategies and other approaches to planning for retirement. It will cover important concepts for those starting out as well as those near or in retirement. Topics include how to plan, how to save, how to manage taxes, and how to invest for retirement.

Presenter:

  • Keoni Lee, Corporate Retirement Director, Morgan Stanley

November 09, 2024, 09:30 PM

09:30 PM - 10:30 PM

About The Speakers

Keoni Lee

Keoni Lee

First Vice President, Corporate Retirement Director, Morgan Stanley