UBS Institutional Consulting – South Central Group
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Event calendar

Houston HR Networking Lunch

Whether you are a smaller entrepreneurial firm just starting up, an established global corporation with thousand of employees or a nonprofit organization, you can benefit from prespectives that come from a dedicated focus on helping companies and their employees prosper.

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Supporting links

Town Centre One, 750 Town and Country Blvd, Suite 400 Houston TX 77024

12 June, 202511:30 AM - 1:00 PM Central
  • Robert Vaughan

2025 Fiduciary Forum

Please join us for a half-day fiduciary forum dedicated to the latest developments impacting ERISA plans. We're pleased to feature a line-up of insightful guest speaker, and a special thank you to Blackrock and Franklin Templeton for their sponsorship. This is an opportunity to explore recent topics,share insights, and engage with industry experts.

Location

Date & time

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The Woodlands Country Club - 100 Grand Fairway Drive - The Woodlands, TX 77381

18 September, 20258:00 AM - 2:00 PM Central
  • Robert Vaughan

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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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