Event calendar

Institutional Insights - Market outlook & wealth planning ideas

Near-term uncertainty remains high, but this year’s sell-off has created investment and planning opportunities for patient investors.

The longer one plans to invest for, the harder it is to justify waiting.

Join us for a lively and informative discussion.

Louis Green, CFA®, CFP®, will provide a summary of our market outlook and discuss the core elements of an investment, wealth and estate plan.

Topics of discussion include:

- How to stay invested in volatile markets
- What role alternative investments can play in your portfolio
- Strategies to potentially reduce risk and/or increase income
- Estate & retirement planning ideas
- Our market outlook and recommended asset allocation

Please call Louis Green at (212) 713-9281 or email him at louis.green@ubs.com to RSVP. 

Louis will present for 30 minutes and leave 15 minutes for Q & A.