Holton Goward Wealth Management Group
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Event calendar

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

Qualified Small Business Stock for Venture-Backed Founders

Learn how founders can reduce their tax liability on future liquidity events with the Qualified Small Business Stock exemption.

Location

Date & time

Speakers

Supporting links

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

01 August , 20244:00 PM - 5:00 PM Eastern
  • Matthew Goward, CFP
  • Erik Holton
  • Daniel Krolikowski, CPA, MBA - Founders and Tech Executives Group, Withum

Section 1202 Qualified Small Business Stock Webinar

Trust Structuring and Planning for Start-Up Founders & Executives

Location

Date & time

Speakers

Supporting links

Please email to RSVP for a Zoom link & calendar invite by Monday, April 29 : matthew.goward@ubs.com

02 May , 20244:00 PM - 5:00 PM Eastern
  • Todd Mayo Senior Wealth Strategist, UBS Advanced Planning Group
  • Matthew Goward, CFP® Financial Advisor Vice President - Wealth Management
  • Erik Holton Financial Advisor Senior Vice President - Wealth Management

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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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