Morgan Stanley to Give Wealth Management and Business Valuation Webinar

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The Mike Molino RV Learning Center will work with Morgan Stanley on a webinar series for dealer principals during December and January. The Stanek Group at Morgan Stanley will be hosting the following free webinars:

“A Winning Formula to Maximize Your Overall Financial Success” will be presented at 1 p.m. EST on Tuesday, Dec. 19. All of us are looking to protect and grow our overall business and non-business wealth. This session will go over a wealth management formula, and the five-step process dealers can use to dramatically improve their wealth management plan. This session will be presented by Brad Stanek, CFP.

Dealers will learn:

  • The two critical steps of the wealth management formula for entrepreneurs
  • The process for executing a plan
  • The importance of having an advisory team and a designated quarterback

“Understanding the Value of Your Business” is slated for 1 p.m. on Tuesday, Jan. 30 This session will be presented by Brad Stanek and Randy Rua.

Dealers will learn:

  • How to determine the worth of a business
  • Types of exit strategies
  • What is a valuation “teeter totter”

Click here to register for the webinars.


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