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

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings