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Event calendar

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. 

Location

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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

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

Location

Date & time

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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

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. 

Location

Date & time

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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

Location

Date & time

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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.

    Location

    Date & time

    Speakers

    Supporting links

    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.

    Location

    Date & time

    Speakers

    Supporting links

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

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