Event calendar

IN PERSON: Advanced Investing Topics

Topics: Structured Solutions, Options Strategies, Direct Indexing

11:45 AM Arrival/Lunch
12:00 PM Program Begins
1:15 PM Optional Networking

All events are private and invitation-only, with pre-registration required. Following your RSVP, you will receive an calendar invitation from the team. In-person guests are limited to 10 seats on a first come, first served basis.

Location

Date & time

Speakers

Supporting links

UBS Private Wealth, 1735 Market Street (44th Floor)

07 January, 202511:45 AM - 2:00 PM Eastern

  • Elliott Appel, Bob Holderith
  • Karina Mattis
  • Lindsey Ludwig

Bios for Elliott Appel, Bob Holderith, Karina Mattis & Lindsey Ludwig

VIRTUAL: Advanced Investing Topics

Topics: Structured Solutions, Options Strategies, Direct Indexing

All events are private and invitation-only, with pre-registration required.

Location

Date & time

Speakers

Supporting links

Zoom (link to follow RSVP)

07 January, 202512:00 PM - 1:15 PM Eastern

  • Elliott Appel, Bob Holderith
  • Karina Mattis
  • Lindsey Ludwig

Bios for Elliott Appel, Bob Holderith, Karina Mattis & Lindsey Ludwig

IN PERSON: Tax Strategies for Business Owners

Topics:  QSBS, SLAT, QOZ

11:45 AM Arrival/Lunch
12:00 PM Program Begins
1:15 PM Optional Networking

All events are private and invitation-only, with pre-registration required. Following your RSVP, you will receive an calendar invitation from the team. In-person guests are limited to 10 seats on a first come, first served basis.

Location

Date & time

Speakers

Supporting links

UBS Private Wealth, 1735 Market Street (44th Floor)

03 December , 202411:45 AM - 2:00 PM Eastern

  • Chris McCullough, Chris Yost
  • Greg Seltzer
  • Chris Jones

Bios for Chris McCullough, Greg Seltzer, Chris Jones & Chris Yost

VIRTUAL: Tax Strategies for Business Owners

Topics:  QSBS, SLAT, QOZ

All events are private and invitation-only, with pre-registration required

Location

Date & time

Speakers

Supporting links

Zoom (link to follow RSVP)

03 December , 202412:00 PM - 1:15 PM Eastern

  • Chris McCullough, Chris Yost
  • Greg Seltzer
  • Chris Jones

Bios for Chris McCullough, Greg Seltzer, Chris Jones & Chris Yost

VIRTUAL: Comprehensive Credit Solutions

Topics: Tailored Lending, Alternative Lending, Private Lending, Real Estate Credit, Lending Referral Group

All events are private and invitation-only, with pre-registration required.

Location

Date & time

Speakers

Supporting links

Zoom (link to follow RSVP)

12 November , 202412:00 PM - 1:15 PM Eastern

  • Jim Condolff, Lilly Kaufmann
  • Peter Carter, Sheree Woods
  • Andrew Mancini

Bios for Jim, Lilly, Peter, Sheree & Andrew

IN PERSON: Comprehensive Credit Solutions

Topics: Tailored Lending, Alternative Lending, Private Lending, Real Estate Credit, Lending Referral Group

11:45 AM Arrival/Lunch
12:00 PM Program Begins
1:15 PM Optional Networking

All events are private and invitation-only, with pre-registration required. Following your RSVP, you will receive an calendar invitation from the team. In-person guests are limited to 10 seats on a first come, first served basis.

Location

Date & time

Speakers

Supporting links

UBS Private Wealth, 1735 Market Street (44th Floor)

12 November , 202411:45 AM - 2:00 PM Eastern

  • Jim Condolff, Lilly Kaufmann
  • Peter Carter, Sheree Woods
  • Andrew Mancini

Bios for Jim, Lilly, Peter, Sheree & Andrew

VIRTUAL: Workplace Wealth Solutions

Topics: Cash Management, 401(K), and Cash Balance Plans

All events are private and invitation-only, with pre-registration required.

Location

Date & time

Speakers

Supporting links

Zoom (link to follow RSVP)

16 October , 202412:00 PM - 1:15 PM Eastern

  • Tom Cameron
  • Mike Haberman
  • Matt May

Bios for Tom Cameron, Mike Haberman & Matt May

IN PERSON: Workplace Wealth Solutions

Topics: Cash Management, 401(K), Cash Balance Plan

11:45 AM Arrival/Lunch
12:00 PM Program Begins
1:15 PM Optional Networking

All events are private and invitation-only, with pre-registration required. Following your RSVP, you will receive an calendar invitation from the team. In-person guests are limited to 10 seats on a first come, first served basis.

Location

Date & time

Speakers

Supporting links

UBS Private Wealth, 1735 Market Street (44th Floor)

16 October , 202411:45 AM - 2:00 PM Eastern

  • Tom Cameron
  • Mike Haberman
  • Matt May

Bios for Tom Cameron, Mike Haberman & Matt May