Beyond Financial Planning: Creating the Life You Want Join us to discuss a topic our society spends a lot of time talking about, and that's retirement planning. But I have to say – I believe we focus too myopically on the discussion. To prove my point - here's a formula: M=R (Money=happy retirement) - that’s often been the focus. What’s the problem? It’s a great start, but all you have is money and time - how will you live? What will you do? I believe the real formula should be: P+M=R. P stands for plan, or more accurately, purpose. That will be our focus today. You're welcome to bring a guest who will also find this information beneficial. RSVP https://www.eventbrite.com/e/morgan-stanley-retiring-on-purpose-tickets-95280762325 OR Contact Chelsea directly