Paul A. Kinnaly, Wealth Advisor at Morgan Stanley

06/10/2026

As you approach retirement, it's important to prepare for the lifestyle changes ahead. Here are five tips to help you envision your golden years. https://livesocial.seismic.com/aBVTKG

06/08/2026

You've been named as executor of your parents' will. Now what? This checklist can help you navigate the complexities of estate administration. https://livesocial.seismic.com/axkpcg

06/04/2026

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings: https://livesocial.seismic.com/aZACeG

06/02/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/a_VRlq

05/29/2026

"The electric GLC ushers in the next generation of Mercedes-Benz design and technology." Mercedes-Benz CEO Ola Källenius talks with Morgan Stanley about how the company is shifting toward EVs and autonomous vehicles.
https://livesocial.seismic.com/aFP62P

05/28/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/ajENdI

05/25/2026

Do your short-term needs interfere with your retirement planning? You're not alone. We can guide you with personalized advice that helps you reach your long-term goals.

05/20/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/a9G79r

05/18/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/ajMIm0

05/15/2026

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough? Let's talk about how we can protect your income and financial security. https://livesocial.seismic.com/92RdR

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