Laura Russell-Jones, Financial Advisor at Morgan Stanley

10/03/2024

Join us for "Estate Planning 101," our next Wealth Education for the Next Generation session. You'll learn about the fundamentals of estate planning, how to help preserve your legacy and how to leave a lasting impact for loved ones. Register here:
https://livesocial.seismic.com/aEoe_k

10/02/2024

Recently attended the 3rd Annual Women Presidents Organization Bay (WPO) Area Regional event and wow, what an amazing, inspiring night!

Loved hanging out with my WPO sisters and "fellow warriors": Linnette Edwards, Julie Chendes, Julie Gordon White💃🏽 LaTasha Renée, Jill Osur, Ann Badillo Taryn Segal, Nancy Morse, Lisa Martin, Darlene Hayes, Robin Eig

Venue was the very cool Oakland Roots Sports Club - (Who would have thought near the Oakland airport!?) Oakland Roots is a purpose-driven men's soccer team that seeks to harness the magic of Oakland and the power of sports as a social force for good. Oakland Soul women's soccer team serves as an elite pathway to pro soccer, providing a high-quality training environment while empowering players

It was so inspiring to hear how Jen Zeszut from Gooder Noodles is disrupting the market with her innovative style. Thank you to Allison Tabor for moderating.

Loved that while this powerhouse of women CEOs were making meaningful connections, we were also supporting our local community and women-owned businesses (including wine from Teneral Cellars).

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10/01/2024

Join us on October 16 from 12pm - 1pm (Q&A: 1-1:30pm PST) as we continue the conversation about "Women Investing in Women" and the impact it has on transforming families, strengthening communities and reshaping our world.

In the second part of our 3-part Women Investing In Women series "Community Catalysts" we'll explore the transformative power of women in community engagement:
* Philanthropy and non-profit leadership
* Developing mission-aligned investment policies
* Leveraging capital for catalytic change
* Amplifying women's voices in political activism

Guest Speakers:
Iara Peng, Just Fund
Sarah Cavanaugh, The Russell Family Foundation
Julie Castro Abrams, How Women Invest

See flyer for more details.
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/a8757ef2-d944-4338-9724-71104f4b1dad.pdf

To RSVP: [email protected]

CRC #3753175 https://livesocial.seismic.com/a08igh

09/30/2024

The federal lifetime gift and estate tax exemption could halve in 2026. For some, early gifting could be a beneficial strategy. Let me know if you'd like to learn more.

morganstanley.com

09/26/2024

What does the Fed's rate cut mean for your portfolio? Check out the latest market commentary and let's connect.

morganstanley.com

09/26/2024

Thank you to everyone who attended the Kickoff reception for the Women Investing in Women Educational Series. Wow - what an energized room!

The room was full of Thought Leaders and Changemakers. We were grateful to have Janine Firpo and Dr. Kristin Hull share their insights at our event, and could not be more excited for their latest projects ahead.

A special thank you to Linnette Edwards, women-owned business Abio in Oakland, for hosting the event at her beautiful office space!

And best of all this was just the KICKOFF for the
Fall Series of three-part speaker series. We look forward to connecting online throughout the coming weeks as we share stories of Women Investing in Women!

🗓 Next up:
September 25: Portfolios With Purpose
October 16: Community Catalysts
November 13: Workplace Revolutionaries

Offered on ZOOM during PST lunch hour
so you can join from anywhere,
take a break,
get some inspiration,
walk away motivated to take action.

For more details and to RSVP:
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/1fc583d5-7d89-4974-b088-f428c0b6c710.pdf

09/26/2024

To my daughter, Bella: Watching you grow and thrive into the confident woman you are has been our proudest moment. Dad and I cherish every moment with you. Keep on shining!

09/26/2024

Join us today, Wednesday, Sept 25th from 12pm-1pm (Q&A: 1-1:30pm PST) as we discover how to align your investments with your values.

In the first of our 3-part Women Investing in Women series "Portfolios With Purpose" we 'll explore:
* Incorporating gender diversity into your portfolio
* Identifying women-led funds and diverse asset managers
* The impact of active shareholders on society and local communities.

Guest speakers:
Dr. Kristin Hull of Nia Impact Capital
Rachel Robasciotti of Adasina Social Capital
Martha Schuman of Community Capital Management

See flyer for further details.

To RSVP: [email protected] https://livesocial.seismic.com/aydnMc

09/24/2024

Join us tomorrow, Wednesday, Sept 25th from 12pm-1pm (Q&A: 1-1:30pm PST) as we discover how to align your investments with your values.

In the first of our 3-part Women Investing in Women series "Portfolios With Purpose" we 'll explore:
* Incorporating gender diversity into your portfolio
* Identifying women-led funds and diverse asset managers
* The impact of active shareholders on society and local communities.

Guest speakers:
Dr. Kristin Hull of Nia Impact Capital
Rachel Robasciotti of Adasina Social Capital
Martha Schuman of Community Capital Management

See flyer for further details.

To RSVP: [email protected] https://livesocial.seismic.com/acwqVc

09/13/2024

Business Owners Contemplating a Business Exit...

You are invited to attend our Paneled Discussion webinar on Friday, Sept 27th from 12-1pm PST (Q&A from 1-1:30pm) on "Your Strategic Roadmap to a Successful Business Sale in 2025."

As part of our continuing series on "Planning the Excellent Exit" for business owners, we will hear from our panel of exit planning professionals with experience in finance, law, tax strategy, and more who will provide you with valuable knowledge and tools for a profitable and fulfilling business transition.

WHO SHOULD ATTEND:
As a business owner, you've poured years of dedication into building your company. Now, as you contemplate your next chapter, it's crucial to approach your exit with the same strategic mindset that drove your success.
Join us for an exclusive, information-packed webinar designed to empower you with the knowledge and tools for a profitable and fulfilling business transition.

OUR PANEL WILL DISCUSS:
• Crafting your post-exit financial roadmap
• Optimizing estate planning in light of changing tax laws
• Exploring diverse liquidity strategies for your optimal sale
• Building the right advisory team for your transition
• Aligning your exit with your personal legacy and philanthropic goals

WHY YOU SHOULD ATTEND:
1. Timely Opportunity: 2025 presents unique advantages for business exits, including sunsetting tax provisions.
2. Comprehensive Approach: We'll cover seven critical areas of exit planning,
3. Insights: Gain valuable perspectives from a diverse panel of specialists in finance, law, tax strategy, and more.
4. Tailored Strategies: Discover how to align your exit plan with your personal goals, whether that's maximizing profit.
5. Risk Mitigation: Learn about potential pitfalls in the sale process and how to safeguard against them.
6. Actionable Takeaways: Walk away with a practical checklist and clear next steps to begin your exit planning journey immediately..

Guest speakers:
- Stacey Waite, Insured Solutions Director, Morgan Stanley
- Hannah Manz, Strategic Client Management Group Morgan Stanley
- Katherine Bellows, Managing Director, Cascadia Capital LLC
- Lynn R. King, Family Office, Morgan Stanley

HOSTS:
Laura Russell-Jones - Financial Advisor, Investing With Impact Director, Certified Exit Planning Advisor (CEPA), Morgan Stanley
Darya Allen-Attar, CEPA® - Financial Advisor, Investing With Impact Director, Certified Exit Planning Advisor (CEPA), Morgan Stanley

See attached flyer for more details.

To RSVP: Contact [email protected] https://livesocial.seismic.com/ajYh7V