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Event calendar

Advanced Planning for Founders

A deep dive into planning for startup foudners, focusing on personal financial planning with a case study discussion on utilizing the Qualified Small Business Stock exemption.

Location

Date & time

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RSVP for a Zoom invite

19 March, 20264:00 PM - 4:45 PM Eastern
  • Matthew Goward, CFP

Advanced Planning for Private Company Shareholders

Join us for a discussion covering financial planning considerations for Founders and private company shareholders.

Location

Date & time

Speakers

Supporting links

30 October , 20254:00 PM - 4:45 PM Eastern

    Advanced Planning for Start up Founders

    A deep dive into planning for startup founders, focusing on personal financial planning prior to and after an exit or secondary sale. 

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for a Zoom invite

    24 July , 20254:00 PM - 5:00 PM Eastern
    • James Jack - Head of UBS Business Owners Group
    • Matthew Goward, CFP - UBS

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