NewsLETTER 2 N. Tamiami Trail Suite 1100 Sarasota, FL 34236

2nd Quarter 2017

Morgan Stanley

The Schwartzbaum Group at Morgan Stanley

Investors Forum

2017

Thank you!

Another successful

Investors Forum is in the

books, we greatly appreciate

everyone who attended.

Your participation is what

makes this event special,

and we could not do it

without you. Each year, we

strive to create a

comprehensive program of

topics that interest and

inform you.

*Mark your calendar for

Investors Forum 2018

January, 18th 2018

Strategy Session

� Look out for your

postcard in the mail.

We urge you to

schedule your “Strategy

Session” with The

Schwartzbaum Group.

� Free Shredding for any

in-office Strategy

Session!

Website

The Schwartzbaum Group

now has a new and

improved website!

You will always find up to

date market information

on our website.

Go and check it out!

www.morganstanleyfa.com/

schwartzbaumgroup

Join our Monthly Seminars

� Impact Investing Join Judith

Schwartzbaum in our discussion on

Impact Investing! What values make

companies the best in their field? What

impact do corporate decisions have on

society, the workplace, labor issues, and

increasing profits?

� Monthly Roundtable Join

Thomas Urfer to hear the latest updates

on the market from Morgan Stanley's

Global Investment Committee.

Call Lindsey for details at 941-364-7428.

Interesting Articles

Balancing Risks: Big Data & Consumer Privacy

http://www.morganstanley.com/ideas/big-

data-consumer-privacy

Michael Wilson- Morgan Stanley Wealth

Management

On Wednesday, April 12, 2017 Chief

Investment Officer Michael Wilson hosted the

Global Investment Committee Monthly

Investment Perspectives call/webcast

(https://morganstanley.webcasts.com/viewer

/event.jsp?ei=1142908 )to discuss the current

market conditions and outlook.

Morgan Stanley Smith Barney LLC. Member SIPC CRC 1769854