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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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

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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

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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.

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 

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