Developing a Strategy for the Retirement You Envision

You have a unique vision for your retirement. Proper, proactive planning is the first step toward bringing that vision to life.  Join us for an informative, action-oriented seminar that will focus on: 

• How to begin thinking about the next chapter of your life
• What risks might be standing between you and your retirement
• How to develop a retirement strategy that helps you achieve your goals

About Gio Ozkan
Gio Ozkan, BS '13, provides wealth management and retirement planning services for the McEwan Group at Morgan Stanley, taking a comprehensive approach to developing and implementing investment, liability and risk management strategies that help clients build, preserve and transfer their wealth. He is also the lead advisor for the team for all banking services, including business lending, mortgages and commercial real estate.

Gio joined Morgan Stanley Private Bank in 2013 as an analyst and worked his way up to Private Banker in Boston, where he solved clients’ lending needs and provided strategic insight to business professionals, real estate owners and high-net-worth individuals. Prior to his career in financial services, Gio had several opportunities to try out for the New York Jets after having been recruited to play football at UB, where he served as a captain of the team and graduated with a degree in finance.