The M Word is hosted by Lori Sackler, CFP, CIMA, Senior Investment Management Consultant, Morgan Stanley Smith Barney LLC Member SIPC.
The M Word is a show about money, family and potential solutions. On The M Word we will talk about how to succesfully engage your families in matters of money in difficult times and as assets are moving across generations.
The M Word discusses money concerns that families are facing each day over a broad range of topics and how to effectively communicate them with family members.
Lori wants your questions and comments. Fill out the form below with your family and financial concerns and Lori will help you out!
To learn more about Lori, check out her web page at Smith Barney or you can contact her directly at 201-967-4690
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