Holton Goward Wealth Management Group
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Event calendar

Advanced Planning for Start up Founders

A deep dive into planning for startup founders, focusing on personal financial planning prior to and after an exit or secondary sale. 

Location

Date & time

Speakers

Supporting links

RSVP for a Zoom invite

24 July , 20254:00 PM - 5:00 PM Eastern
  • James Jack - Head of UBS Business Owners Group
  • Matthew Goward, CFP - UBS

Personal Financial Planning and QSBS for Start-up Founders

We'll cover topics such as: personal financial planning prior to, during and after an exit. In addition we'll discuss how Founders can protect up to $10 million or more from federal taxes on an eventual exit by utilizing the Qualified Small Business Stock exemption.

Location

Date & time

Speakers

Supporting links

26 February , 20254:00 PM - 5:00 PM Eastern
  • Matthew Goward, CFP - UBS
  • Daniel Krolikowski, CPA, MBA - Team Co-Leader, Withum Founders and Tech Executive Services

Equity Compensation for Start-Up Executives and Employees

Need guidance on making the most of your equity? Join us as we explore the ins and outs of equity compensation.

Location

Date & time

Speakers

Supporting links

RSVP to matthew.goward@ubs.com for a Zoom link

11 December , 20244:00 PM - 4:45 PM Eastern
  • Matthew Goward
  • Todd Mayo

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