Following last month’s insightful session on the legal side of wills and trusts, we invite you to join us for the second installment of our Estate Planning series. We are pleased to welcome Aaron Rokeach, a Financial Advisor from Morgan Stanley and a Professional Accountant, to guide us through the financial and tax implications of legacy planning.

Whether you attended our first session or are joining us for the first time, this program will provide essential tools to help you protect your family’s future and support the causes you care about.

Register to join us at conkolami.org/sunday-schmooze

Kol Ami Members: Free
Guests: $10 per person

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Aaron Rokeach is a Financial Advisor at Morgan Stanley with over 12 years of experience in the financial services industry. He began his career at Goldman Sachs, building a strong foundation in mutual funds and asset backed lending. Today, he takes a comprehensive, total-wealth approach to advising clients, delivering tailored strategies across investment management, cash flow planning, risk management, tax-efficient investing, and broader financial planning needs. While also providing guidance on banking solutions, helping clients align all aspects of their financial lives with their long-term goals.