Event calendar

Women, Wealth & Impact

Join us for a meaningful and inspiring event designed for women who want to make a difference in their families and communities

Together, we'll explore key topics that shape financial well-being and philanthropy, including: 

- The Challenges of Giving Well * Balancing family and philanthropy

- Helping Your Family Prosper & Thrive * Strategies for long-term success

- Making Impactful Charitable Gifts * Giving with purpose and intention

- Getting Your Financial House in Order * Practical steps to financial confidence


Connect with like-minded women, gain valuable insights, and leave empowered to take charge of your financial future and charitable giving. 

All attendees will receive our Family Conversation Kit "What Matters Most"

The Pacific Point and Dawson Wealth Management Groups are dedicated to supporting nonprofit charitable organizations, foundations, and our clients, in their efforts to give back to their community and live a life of significance. 

Hosted by

The Pacific Point Group               Dawson Wealth Management Group

Complimentary lunch will be served

RSVP by Monday, February 24th

Katherine Tawoda
Sr Registered Client Service Associate
619-557-4715
dawsonwealthmanagementgroup@ubs.com

Private Equity Strategies

Please Join Us for an Educational Conversation on Private Equity
Do these investments fit into your investment goals?

This in person conversation will provide deep insight into the following topics:

• What are private investments, potential benefits and risk, and how investors should view them as part of a long-term diversified portfolio.

• Why private capital matters in today's ever-evolving economic environment.

• Differences between public and private managers and how private managers are leveraging their opportunity set to generate performance and reduce volatility.

• How fund managers like KKR are driving business value after completing an acquisition including some recent examples.

Art San Diego

We are excited to announce that once again UBS is proud to be the presenting sponsor of Art San Diego 2024, which will take place November 1 – 3 at the San Diego Convention Center.

Giving and Fundraising

Please join us at Vigilucci's Cucina Italiana on Tuesday, October 29th for a discussion on the following key topics:

The importance of fundraising:

• Educate staff and board members to improve fundraising efforts.

Determine Capacity to Give:

• Learn how to uncover your donor's capacity to give and how to engage and partner with those best suited for your organization.

The Impact of Planned Giving:

• Why Cultivating Planned Gifts Should be a Priority for all Non-Profit Organizations.
• The Value of Charitable Giving in Estate Planning.

Ways to Give:

• Learn simple and effective giving strategies.
• Qualified Charitable Donations

Complimentary Parking

Tea Party!

Giving and Fundraising

Please join us at our offices for a discussion on the following key topics:

The importance of fundraising:

• Educate staff and board members to improve fundraising efforts.

Determine Capacity to Give:

• Learn how to uncover your donor's capacity to give and how to engage and partner with those best suited for your organization.

The Impact of Planned Giving:

• Why Cultivating Planned Gifts Should be a Priority for all Non-Profit Organizations.
• The Value of Charitable Giving in Estate Planning.

Ways to Give:

• Learn simple and effective giving strategies.
• Qualified Charitable Donations

Private Equity Strategies

Bay Area Real Estate

Learn about the current real estate market trends in the Bay Area.

Real Estate Outlook

How are the Markets holding up 2024? Where has it been, what's going on now?

Giving and Fundraising

RSVP Tuesday, May 22nd with Katherine Tawoda
Katherine.tawoda@ubs.com 619-557-4716

Giving and Fundraising

RSVP Tuesday, May 14th with Katherine Tawoda
Katherine.tawoda@ubs.com 619-557-4716