The Lake Avenue Group at Morgan Stanley

A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected.

Please join us for an evening Zoom event for friends and clients of The Lake Avenue Group to hear Pat Kramer discuss how to create/write your own Lifelong story. Pat Kramer is a communications expert / consultant specializing in creating original content for individuals and varied companies in the healthcare, real estate, financial services, education, entertainment and non-profits to improve the quality of their communications materials. Pat’s expertise emanates from her sk...ills as a print and broadcast journalist. She has written for the Los Angeles Business Journal, Variety, Los Angeles Times and dozens of industry-based publications. In April 2019, Pat was awarded the Woman of the Year, 2019 designation by U.S. Congressman Adam Schiff for her dedication to her craft and her longtime community service. https://advisor.morganstanley.com/the-lake-avenue-group This Week!! Date: Wednesday, January 27th Time: 5:00pm PST Hosted by: The Lake Avenue Group at Morgan Stanley Guest Speaker: Pat Kramer *If you do not Zoom, you can call in to the call and listen to this as a conference call* Please feel free to share this invitation with someone who might benefit from listening to it! RSVP required to [email protected] or call her at 805-494-0246.

Have you heard from your Financial Advisor lately? If not, or for a second opinion call 805-494-0236. Life is better at the Lake!

The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values.

Please join us for a an evening to hear Pat Kramer discuss how to create your own Lifelong story. Pat Kramer is a communications expert / consultant specializing in creating original content for individuals and varied companies in the healthcare, real estate, financial services, education, entertainment and many more including non-profits to improve the quality of their communications materials. In April 2019, Pat was awarded the Woman of the Year, 2019 designation by U.S. ...Congressman Adam Schiff for her dedication to her craft and her longtime community service. In January 2020, she was named as the recipient of the Special Service Award by the Angeles Chapter of the Sierra Club for her extraordinary outreach and follow up work in her community. Pat was born in Worcester, Massachusetts and currently resides with her three dogs in Los Angeles. https://www.writerpatkramer.com/ Date: Wednesday, January 27th Time: 5:00pm PST Hosted by: The Lake Avenue Group at Morgan Stanley Guest Speaker: Pat Kramer *If you do not Zoom, you can call in to the call and listen to this as a conference call RSVP required to [email protected] or 805-494-0246. Danielle will provide Zoom or conference call information to you each directly.

MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more: