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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

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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