Monthly Membership Meeting: Financial Freedom

Learn more about what is Financial Freedom and how to achieve. The Philippi Munro Team at Morgan Stanley is going to dive right in and show you how this is all possible!

You grew up with technology and the internet, and may have experienced 9/11 and two economic downturns during your formative or early professional years.

In today’s sharing economy, you may have chosen not to buy a car, and you may consider renting rather than buying a home, especially because your cost of living is higher than it was for your parents. You may also be dealing with unprecedented amounts of student debt and waiting longer to get married. All of these may contribute to delays in reaching the traditional life milestones.

Instead, you may be focused on achieving financial wellness, however you define it. For some, financial wellness may mean being able to retire when they want to. For others, it may mean not being stressed about their finances.

While your perspective on finances may be different from your parents’, the fundamental aspects of mapping out your financial future are the same today as they were a generation ago — planning, creating wealth and establishing good credit.

Reservations

Each member is expected to make an on-line reservation for attendance prior to each month’s meeting. Reservations will close at 11:59pm on the Thursday before any given meeting.

Reservation requests made after this deadline must be made to the Membership Committee Chairperson via email, which may be done through the Naples Interagency Council website (www.naplesinteragency.com).  Requests will be honored providing seating is available.

Any member who arrives without a reservation, space permitted, shall be charged a fee of $15 (crasher fee)

Cancellation/No Show Policy

If a registered member discovers they are unable to attend the meeting, that member is required to email the Membership Committee Chairperson explaining the reason for cancellation. That member maybe subject to a $15 late notification fee pending Board review. Registered members that fail to attend the monthly membership meeting will be charged the $15 no show fee.