Calendar of Upcoming Events for the BOSTON Chapter

Prior Events

Date and Time:9/17/2015 3:30 - 5:00pm
Event:10b5-1 Plans - Best Practices, Issues and Trends
Topic:A panel discussion of fundamental concepts, current issues, trends and best practices for drafting and implementing compliant, administratively manageable 10b5-1 plans. Get a comprehensive review of the challenges surrounding Rule 10b5 1 trading plans from the experience of leaders in the field, and discover what you didn’t know you needed to know about this always important topic! Presented by: Rich Baker, Morgan Stanley Executive Financial Services Tom Brennan, Posternak James Fucigna, Morgan Stanley
Location:Morgan Stanley Wealth Management 28 State Street, 27th floor Boston MA 02109
Contact:Mike Albert
Contact Phone:617 960 7981
More Information:
Continuing Education Credits: 1 CEP (Various)