Local Professionals Discuss Latest

Wealth Management Tools at Free Breakfast Seminar

 on May 15 in Darien

The public is invited to learn about the latest developments in wealth management from a panel of professional advisors at a free breakfast seminar hosted by Morgan Stanley.

The symposium will be held on Thursday May 15^th from 8:00 am to 9:30 a.m. at The Waters Edge at Giovanni's, 2748 Post Road in Darien, CT.

Ann L. Fowler-Cruz, Of Counsel in the Trusts & Estates Group at Cohen and Wolf, P.C., and Kevin Cancroft, Regional Vice President of AXA Distributors, will be featured speakers at the breakfast. They will be joined by financial and estate planning professionals from Morgan Stanley and will cover some of the newest estate planning tools for the preservation, protection and transfer of wealth.

The speakers will address recent changes to the estate and gift tax laws, with an emphasis on minimizing estate, gift and generation-skipping taxes. Attendees will have the opportunity to ask questions of the presenters.

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