Description

Lunch & Learn: Planning for the Future – Make it Happen

Tuesday, October 14, 2025 | 11:45 AM – 1:15 PM
Cosimos Trattoria | 120 Delafield Street, Poughkeepsie, NY 12601

Take control of your financial future! We all have goals—but how confident are you in reaching yours?

Join the Dutchess County Association of REALTORS® for a special Lunch & Learn seminar on the importance and value of thoughtful financial planning.

What You’ll Learn:

How smart planning can support your goals and help protect your family

Ways Morgan Stanley and your Financial Advisor can help you build the future you envision

Speakers:

Antonio Cappola, CIMA®, MBA, CEPA®
Vice President – Financial Advisor, Morgan Stanley

Max Corvin
Market Leader, Franklin Templeton

Brad Smelstor
Vice President – ETF & SMA, First Trust Advisors, L.P.

Event Details:

FREE for DCAR Members

Includes lunch at Cosimos Trattoria

Learn from trusted financial experts in an engaging, easy-to-understand format

👉 Register now at www.dcar.com or scan the QR code on the flyer.