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Event calendar

UHNW Advisory Americas Webinar - UBS Optimus Foundation on Youth Mental Health

This webinar brings together expert perspectives to explore the global youth mental health landscape and where evidence-based approaches are delivering real impact.

The session will also highlight the UBS Optimus Foundation’s approach to moving beyond fragmented projects toward aligned priorities, pooled capital, and shared outcomes—offering clients clear pathways to engage, collaborate, and help scale proven solutions

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Teams Meeting

04 June, 20263:00 PM - 4:00 PM Eastern

    RSVP Here

    QSBS Planning for Founders

    Financial planning considerations for early and late stage founders with QSBS considerations.

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    Teams Meeting

    01 October, 20264:00 PM - 4:45 PM Eastern
    • Matthew Goward, CFP®
    • Michael S. Arlein, Partner PBWT

    RSVP for a meeting link

    Wealth Planning Deep Dive for Founders at San Francisco Tech Week

    Attending San Francisco Tech Week? Connect with the Brant Point Group for an in-depth conversation on the wealth planning topics that matter most to founders—from early growth through exit. Topics include QSBS planning, integrated income and estate tax strategies, and tax‑efficient investment approaches after a secondary transaction.

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    Microsoft Teams

    07 October, 202610:00 AM - 10:45 AM Pacific
    • Matthew Goward, CFP
    • Erik Holton

    RSVP to attend

    Register for this event

    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.

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    RSVP to matthew.goward@ubs.com for a Zoom invite

    26 March , 20264:00 PM - 4:45 PM Eastern
    • Matthew Goward, CFP
    • Michael S. Arlein, Partner PBWT

    Advanced Planning for Private Company Shareholders

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

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    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

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      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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      As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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