The Shantz Mantione Group
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Event calendar

Building a Business That Runs Without You | A Private Webinar Conversation

A practical conversation for business owners on transferable value, owner independence, and what creates real options for the future.  

Join us for a thoughtful webinar with Greg Merrill and Craig Doescher that explores a question many business owners avoid until they have to face it: if you stepped away from your business for three months, what would the company look like when you came back? 

This is not just a conversation about revenue or what looks good on paper. It’s a guided discussion about the difference between building a business that produces income and building one that creates transferable value—one with stronger leadership, documented processes, durable client relationships, and a culture that can endure beyond the owner. We’ll also look at the gaps most owners haven’t measured yet: wealth, profit, and value. 

Whether you’re years away from a transition or focused on strengthening what you’ve built today, this conversation offers a clear, practical starting point for creating more flexibility, more control, and a business that depends less on you over the next 90 days.

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Virtually on Microsoft Teams

25 June, 202612:30 PM - 1:00 PM Eastern
  • Greg Merrill, CEPA®, CFP®, Private Wealth Advisor - UBS
  • Craig Doescher, MBA, CEPA, Founder & President - Doescher Group

Register here to join

CIO House View | June Livestream

Join our livestream with Kurt Reiman, Head of Fixed Income CIO Americas, and David Lefkowitz, Head of Equities CIO Americas. They will share their perspectives on the current market outlook and discuss the key themes shaping today’s investment environment.

The replay will be available within 24 hours after the live session on the same page.

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Virtually on CIO Live

04 June , 20261:00 PM - 2:00 PM Eastern
  • Kurt Reiman, Head of Fixed Income CIO Americas
  • David Lefkowitz, Head of Equities CIO Americas

When Is Enough Enough? | A Private Webinar Conversation

Join us for a thoughtful 30‑minute webinar with Greg Merrill, Julie Binder and James Jack that explores a question most business owners consider quietly—but rarely talk about out loud: how do you know when it’s enough?

This is not a webinar about valuation, taxes, or transactions. It’s a guided conversation about being life‑ready, not just deal‑ready—how wealth can support the life you and your spouse want, what “fair” really means when families aren’t equal, and how to approach these decisions before pressure forces them.

If you’re building toward a transition or simply thinking about what comes next, this conversation offers a clear, human starting point.

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Virtually on Microsoft Teams

27 May , 202612:00 PM - 12:30 PM Eastern
  • Greg Merrill, CEPA, CFP®, Private Wealth Advisor - UBS
  • Julie Binder, Senior Strategist - Family Advisory and Philanthropy Services - UBS
  • James Jack, Managing Director, Head of the Business Owners and Multigenerational Wealth Client Segments - UBS

Register to join here

Christie's | A Private Gallery Tour and Cocktail Reception

Join us for an exclusive evening event at Christie’s on May 14th.

Be part of one of the most anticipated sales weeks of the year: the 20th and 21st Century Art auctions. This is a rare opportunity to walk the galleries before the sales with the doors closed to the public.

Taylor Nemetz will guide the gallery tour, focusing on highlights from The Collection of Agnes Gund, alongside works from other female-driven collections and women artists. From there, we'll move upstairs for a cocktail reception in a beautifully appointed space that becomes a private lounge during sale week.

Space is extremely limited.

Please RSVP by Thursday, May 7

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20 Rockefeller Center New York, NY 10020

14 May , 20265:30 PM - 7:00 PM Eastern

    Qualified Small Business Stock | Webinar

    UBS UHNW Advisory is hosting a webinar on Qualified Small Business Stock (QSBS).

    This session will feature members of the UBS Advanced Planning Group, joined by Nancy Dollar, Partner at Hanson Bridgett LLP, and will cover key income tax and wealth transfer considerations relevant to sophisticated business owners.

    Please note this session will be recorded.

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    Virtually on Microsoft Teams

    07 May , 20261:00 PM - 2:00 PM Eastern
    • Ann Bjerke, Head of the UBS Advanced Planning Group
    • Alan Azar, Tax Efficiency Planning Strategist, UBS Tax Efficiency Group
    • Casey Verst, Senior Wealth Strategist, UBS Advanced Planning Group

    Charitable Giving Lunch & Learn

    During this session, we’ll cover:

    • The latest tax changes introduced in 2025 and what they mean for charitable giving
    • This year’s enhanced incentives for charitable contributions compared to prior years
    • Donor-Advised Funds (DAFs): how they work and when they make sense
    • Fresh strategies for charitable giving to help you maximize your impact and take full advantage of this year’s tax benefits

    Bring your lunch, log in from wherever you are, and gain insights that can help you make the most of your giving this season.

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    Virtual - Please RSVP by November 3rd for the link to attend

    05 November , 202512:15 PM - 1:00 PM Eastern
    • Julie Binder - Senior Strategist Family Advisory and Philanthropy Services UBS Business Solutions US LLC
    • Carrie Larson CFP - Executive Director Senior Wealth Strategist UBS Financial Services, Inc.

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