We are excited to have Julia Fuentes from Vanguard hosting a webinar on Medicare/Healthcare costs in retirement. Specifically, she will be discussing the do's & don'ts aroudn Medicare, Long Term Care planning & income limits.
We look forward to seeing you there!
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09 May , 20242:00 PM - 3:00 PM Eastern |
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Join us for a virtual update from UBS Senior Lobbyist John Savercool as we begin our analysis of what's to come for the 2024 election cycle. With more than 23 years of experience on Capitol Hill, John will provide a lay of the land heading into the presidential election and what our investors should be paying attention to.
Zoom Passcode: @Ubs2023
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Zoom Webinar |
03 November , 202310:00 AM - 10:45 AM Eastern |
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Join us for an upcoming webinar for business owners considering an exit.
Coming off an active market for mergers and acquisitions, the latest UBS Investor Watch looks at business owners who now face headwinds from higher interest rates, inflation and political uncertainty. We spoke with owners considering an exit and those who recently sold their business.
Among current business owners, we found that many fear they missed their best chance to sell. But experts advise that opportunities still exist and the key to attracting the right buyer is to plan ahead. As for business owners who recently sold, most wish they’d taken more time to prepare. They’d agree: start planning now to be ready when the winds shift and opportunity arrives.
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02 August , 20231:00 PM - 2:00 PM Eastern |
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