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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. 

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South End - Boston, MA

17 September, 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

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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.

Location

Date & time

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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

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

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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

      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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