TRUSTBUILDERS LAW GROUP Morgan Stanley Plan for the Future. Make it Happen: Financial Planning & New Opportunities in Estate Planning: Leaving a Legacy, Not a Mess You're Invited Please join us Thursday, November 15h for a 90 minute educational seminar hosted by the Williamsburg office of Trustbuilders Law Group and Lynne Williams of Morgan Stanley. This joint seminar will address two important elements essential to protecting your legacy: FINANCIAL PLANNING AND THE LAW OF WILLS, TRUSTS AND ESTATES Lynne Williams of Morgan Stanley will present a road map for achieving your financial goals through effective and thorough planning with emphasis on investing for growth, protecting assets, while preserving your principal. Chip Buxton and Ben Tiefenback of TrustBuilders Law Group will outline recent changes in Federal and State law impacting your estate, common mistakes people make in planning their estate and the modern estate plan using revocable living trusts. EVENT INFORMATION PRESENTED AND HOSTED BY: Lynne Williams Financial Advisor Morgan Stanley DATE: Thursday November 15, 2018 TIME: 10:30am-12pm PLACE: Stryker Center, Room 128 412 North Boundary Street Williamsburg, VA (Conveniently located next to the Williamsburg Library) Joseph T. "Chip" Buxton IIl Certified Elder Law Attorney* and M. Benjamin Tiefenback, Esq. Estate Planning Attorney TrustBuilders Law Group By the National Law Foundation RSVP: Required by November 13, 2018 to Lynne Williams at lynne.williams@morganstanley.com 757-259-7124 There wil be no disoussion of, or distribution of witten matenials relasing to, speoitio products or investments at is presentation. The guest speakeri is nether an employee nor afated with Mongan Stanley Wealth Management Opinions expressed by the guest speaker are solely their own and do not necessanily elect ose of Morgan Sanley. Indlviduas shouid consut with her taxlegal advisors befor making any tawlegal-related investment decisions as Morgan Stanley and its dors do not provideaegal adie Investments and services offered thwough Morgan Stanley Smth Bamey LLG Member SIPC. CRC 2271637 10/18