December 5 - 7, 2024|Sarasota
Questions? Call: 1-800-970-4355

The Milestone Financial Group at Morgan Stanley

The Milestone Financial Group at Morgan Stanley is a team of thirteen experienced financial professionals, dedicated to serving a select group of affluent families and business owners in the comprehensive management of their wealth. Our mission is to exceed the highest expectations, with sophisticated counsel and extraordinary care, confidently guiding clients in their financial endeavors with utmost professionalism and dedication. 

Session Details

Debt & Deficits: Navigating Fixed Income in a New Administration
Thursday, December 5, 2024, 11:15 am - 11:30 am
Focus: INCOME

Learn from Kevin how changes in fiscal policy, debt management, and deficits under a new administration will impact the fixed income landscape. You will also receive insights and strategies for navigating evolving market conditions.

The Case for Alternatives
Thursday, December 5, 2024, 2:25 pm - 3:10 pm
Focus: ALTERNATIVES

Learn how alternative investments, such as private equity, private credit, real estate, and hedge funds, can enhance portfolios by providing income, reduce risk, and offer potential for stronger returns in an ever-changing market landscape.