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Event calendar

IPO Wealth Planning

Join us for practical insights on the tax, equity, liquidity, estate planning, and share-related rules and restrictions that often accompany an IPO — plus a checklist to help you prepare before key deadlines and decisions arrive.

The U.S. IPO market is rebounding, with issuance up significantly year-over-year and high-profile deals expected to continue. For founders, executives and employees, the path to an IPO can be both exciting and all-consuming, forcing a range of complex, interconnected decisions, often with multiple advisors involved.

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Microsoft Teams Meeting

10 November, 20262:00 PM - 2:30 PM Eastern
  • Matthew Goward, CFP
  • Erik Holton

RVSP via this link

Year-end Planning for Private Company Shareholders

During this webianr, we try to simplify and summarize some key year-end planning considerations for founders and early employees. From QSBS updates, to important tax filings and other planning considartions for start-up equity holders.

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08 December, 20264:00 PM - 4:30 PM Eastern
  • Matthew Goward, CFP
  • Erik Holton

RSVP for an invitation

Start-Up Series: QSBS Planning for Founders

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

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Teams Meeting

20 October , 20262:00 PM - 2:45 PM Eastern
  • Matthew Goward, CFP®
  • Michael S. Arlein, Partner PBWT

RSVP for a meeting link

UBS UHNW Advisory Webinar: Real Estate

UBS UHNW Advisory is hosting a webinar on planning considerations regarding real estate. This discussion will be moderated by Ann Bjerke, Head of Advanced Planning, and will feature Joanna Morrison, a Senior Wealth Strategist in the Advanced Planning Group, Scott Malone, a Tax Efficiency Planning Strategist in the Advanced Planning Group, and Ryan Layne, a partner in the California-based tax advisory firm Legacy Advisory Services LLC. Together, they will share insights on income tax, wealth transfer, and other planning issues relevant to sophisticated real estate owners. 

 

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29 September , 20261:00 PM - 2:00 PM Eastern
  • Joanna Morrison - UBS Advanced Planning Group
  • Scott Malone - UBS Advanced Planning Group
  • Ryan Layne - Partner, Legacy Advisory Services LLC

RSVP Link

2026 QSBS Summit

The QSBS Summit is an annual gathering of advisors who handle complex tax and estate planning issues related to business exits and Qualified Small Business Stock.

Our session - QSBS and Wealth Planning will highlight how we help entrepreneurs integrate QSBS with broad pre- and post-liquidity planning strategies to maximize after-tax wealth, prepare for life beyond the transaction, and create lasting impact for the people and causes that matter most.

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Jackson Hole, WY

24 September , 20263:00 PM - 4:00 PM Mountain
  • Matthew Goward, CFP
  • Josh Pottinger, CIMA, CEPA
  • James Jack

Boston Early-Stage Founders Dinner

From company formation, through growth and eventually liquidity, founders face a unique set of financial decisions ranging from QSBS equity and tax strategy to long-term wealth considerations. Whether you're raising a Seed round or planning a Series B, thoughtful planning early on can meaningfully shape outcomes.

We’re bringing together a small group of Boston-based founders for a relaxed dinner designed as an ask-us-anything style discussion with no formal agenda, just an opportunity to ask questions, exchange ideas, and connect with peers navigating similar decisions. 

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South End - Boston, MA

26 August , 20265:30 PM - 7:30 PM Eastern
  • Matt Goward, CFP

RSVP for location details

QSBS Planning for Founders

Join us for a deep dive into the specifics of Qualified Small Business Stock (QSBS) as we provide an overview of the exemption, discuss what it takes to qualify, along with what planning options exist for founders to potentially maximize these benefits. 

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Teams Meeting

22 July , 20264:00 PM - 4:45 PM Eastern
  • Matthew Goward, CFP

RSVP for the Teams link

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

    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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    Date & time

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

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