Gateway Wealth Management
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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

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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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