Raising the Bar for Advice in a Complex World

As women build wealth, businesses, and philanthropic legacies, the advice they receive needs to evolve with them. Join Julie Castro Abrams and Noel Pacarro Brown, CIMA®, CPWA®, Vice Chair of Standards at Morgan Stanley, for an interactive conversation about what modern, integrated wealth advice should look like. Together, we’ll explore how financial advice has evolved, what women should expect from their advisors today, and the questions to ask to ensure their advisory relationships are keeping pace with their lives, families, values, and legacies.