Gateway Wealth Management
View FINRA BrokerCheck informationContact us

Creating a Thriving Workplace

Join us for an engaging panel discussion to discover how to foster a dynamic, productive work environment that benefits both employees and your organization. We’ll feature two insightful panelists. They’ll share their expertise on effective HR strategies and legal considerations to help your company thrive. The panel discussion will begin at 5pm with networking before and after. We look forward to seeing you there!

Location

Date & time

Speakers

Supporting links

6100 Fairview Rd, 2nd Floor, Charlotte NC, 28210

29 October , 20244:30 PM - 6:30 PM Eastern
  • Dr. Elizabeth Teagarden, Founder and Principal Consultant, Conrad Trosch & Kemmy, P.A.
  • Joe Dye Culik, Attorney, Partner, Dye Culik PC

Click here to add to calendar

Electing our Future

As we enter the final stages of an election year, one thing is clear: There will be implications for the economy and American policy no matter who wins.

Join us for an engaging conversation with a panel of experts to discuss the implications for policy, politics, and your investments.

Location

Date & time

Speakers

Supporting links

Myers Park Country Club - 2415 Roswell Avenue, Charlotte, NC 28209

18 September , 20245:30 PM - 7:30 PM Eastern
  • John Savercool Head, UBS US Office of Public Policy UBS Financial Services Inc.
  • Mike Ryan Vice Chair, UBS US Chief Sustainability Office UBS Financial Services Inc.
  • Jason Goggins Vice President of Federal Government Relations Fidelity Investments

Click here to add to calendar

Essentials of Private Markets

Please join us for an in-depth discussion on the essentials of private markets with our special guest speaker, Kim Lovejoy from Blackstone. Kim will provide valuable insights into private equity, credit, and real estate, offering a comprehensive overview of these key investment areas.

Location

Date & time

Speakers

Supporting links

28 August , 20249:00 AM - 9:45 AM Eastern
  • Kimberly Lovejoy - Private Wealth Solutions, Blackstone

Click Here to add to Calendar

2024 Mid-Year Market Update

Please join us for our 2024 Mid-Year Market Update. Justin Waring from the UBS Global Wealth Management Chief Investment Office will discuss interest rates, opportunities for cash, election implications and artificial intelligence. You’ll be able to ask questions towards the end

Location

Date & time

Speakers

Supporting links

17 July , 20242:00 PM - 2:30 PM Eastern
  • Justin Waring - Senior Total Wealth Strategist, UBS Global Wealth Management Chief Investment Office

Zoom Link

Exponential Organizations

How do you keep your business agile and innovative so it can grow? During this event, we’ll be discussing strategies that help businesses thrive in a world of rapid technological change and disruption. This discussion will be based on the book "Exponential Organizations 2.0," which has been used by Fortune 500 and private companies (and even countries). You’ll leave with new ideas and access to online tools to keep up with fast-paced changes in the business environment.

Location

Date & time

Speakers

Supporting links

6100 Fairview Rd, 9th Floor, Charlotte NC 28210

04 June , 20245:00 PM - 6:30 PM Eastern
  • David Kostmayer, Partner, Certified Growth Advisor, GBK Peabody, PLLC

Zoom Link

Wealth and wellness

At Gateway Wealth Management we understand that true wealth encompasses more than just financial success – it extends to your overall well-being.  That’s why we’re excited to invite you to a fun, informative and interactive event.  Our guest speakers will explore practical ways to maintain an active lifestyle with stress management, proper nutrition and exercise.  This event will provide you with valuable knowledge and actionable strategies to enhance your personal well-being.  We look forward to having you join us on March 26th! 

Location

Date & time

Speakers

Supporting links

Greenapple Sports and Wellness, 4601 Park Road, #100, Charlotte, NC 28209

26 March , 20246:00 PM - 7:30 PM Eastern
  • Douglas W. Bradberry, DC, CCSP - Greenapple Sports and Wellness
  • Matt Dengler, M.Ed, MS, RDN, LDN - RxRD Nutrition

Zoom Link

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

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.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2024. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings