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

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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