Stanek Group At Morgan Stanley To Host Special Webinars at MRAA Dealer Week

The Stanek Group at Morgan Stanley will host a special webinar series during Expo Hall exploration times Wednesday, Dec. 9, and Thursday, Dec. 10, at the Marine Retailers Association of the America’s Dealer Week 2020 online conference.

The webinars by Stanek Group at Morgan Stanley, an MRAA Education Champion, focuses on helping Marine dealers become financially independent of their businesses with studious wealth management strategies and more. Tony Perrelli and Brad Stanek will be actively providing MRAA with financial planning educational resources through various channels that will include webinars, one-on-one engagements, speaking workshops and e-newsletters.

UPCOMING EVENTS:
Wednesday, December 9
11:00 a.m. CST (12:00 p.m. EST)
Transitioning Out of Your Business
For many of you, much of your wealth is tied up in your dealership and real estate. Your financial security highly depends on your business’s success. All of us remember 2008, and the many sleepless nights it caused. Because of this, finding ways to be less reliant on the business is a must. Join Tony Perrelli, Financial Advisor, as he shares with you: how top dealers are building wealth outside the business; the ways they might preserve this wealth against risks; specific strategies you can use to help give you the increased comfort you desire.

You will learn:

  • How top dealers are building wealth outside their business
  • What you need to know about possibly preserving this wealth
  • Specific ideas you can use the moment you log off
  • RSVP HERE

Thursday, December 10
11:00 a.m. CST (12:00 p.m. EST)
Alphabet Soup: Learn the A to Zs on how Premier Dealers Seek to Avoid Pitfalls While Trying to Maximize Wealth in Today’s Unpredictable World
Lawsuits are becoming more and more frequent. Family divorce rates are at an all-time high. You have worked too hard in building your business and personal wealth to lose it in the blink of an eye. Unfortunately, too many owners find out they don’t have adequate protection until it is too late. Perrelli hosts this informative discussion that shares: hidden risks you need to be aware of; how to develop a proactive plan with your attorney so you are not caught flat-footed; specific strategies that you can use right away in order to possibly bulletproof your wealth.

You will learn:

  • The risks of litigation – and how they apply to you and your dealership
  • The different preservation strategies that can be put in place
  • Some components of a wealth preservation plan.
  • RSVP HERE


Morgan Stanley | 227 West Monroe Street | Suite 3400 | Chicago IL 60606
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.


Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3350061 12/2020