Please join Susan Morse, Senior Vice President & Wealth Advisor at the Suntree branch of MorganStanley SmithBarney as she discusses the process involved in settling
the estate of a loved one. 

• What role does the financial advisor play?
• How can your portfolio or accounts be prepared in order to ease the process for your family members or personal representative? 
• What steps do you need to take concerning the financial assets of a recently lost loved one?  
  

Susan will walk you through the process
and answer your questions.

For more information, call 255-2400.

 This free seminar will be held at -

One Senior Place
8085 Spyglass Hill Rd
Viera, FL 32940