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 |
|
October 16 2024
12:00 PM-1:15 PM Eastern
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 |
|
October 16 2024
11:45 AM-2:00 PM Eastern
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 |
|
November 12 2024
12:00 PM-1:15 PM Eastern
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 |
|
November 12 2024
11:45 AM-2:00 PM Eastern
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 |
|
December 03 2024
12:00 PM-1:15 PM Eastern
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 |
|
December 03 2024
11:45 AM-2:00 PM Eastern
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 |
|
January 07 2025
11:45 AM-2:00 PM Eastern
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 |
|
January 07 2025
12:00 PM-1:15 PM Eastern
