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Upcoming events

Women, Wisdom and Wealth: Staying Cyber Safe

Cyber threats worldwide have evolved in both volume and sophistication at the same time that you, your family and your business depend more and more on digital tools.  Join us to learn how you can outpace these ever-evolving cyber threats.

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18 December , 202511:30 AM - 12:15 PM Eastern
  • Meryl Spigelman, Senior Vice President - Wealth Management, Private Wealth Advisor
  • Sarah Rosen, Managing Director at BlackCloak
  • Brooke Bekkedam, Account Executive- Private Client Services at BlackCloak

Year End Planning Strategies

Planning opportunities to think about before year-end and changes to be aware of for next year

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29 October , 202511:30 AM - 12:15 PM Eastern
  • Meryl Spigelman, Senior Vice President - Wealth Management, Private Wealth Advisor
  • Jacqueline Denton – Senior Wealth Strategist, UBS Advanced Planning Group

Private Markets Outlook

Join us for an engaging conversation to hear Blackstone’s latest thinking on all things private markets.

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07 October , 202511:30 AM - 12:15 PM Eastern
  • Meryl Spigelman, CEPA®, Senior Vice President - Wealth Management, Private Wealth Advisor
  • Mike Cambias – Managing Director, Blackstone Private Wealth
  • Will Bedor- Principal, Blackstone Private Equity

Women, Wisdom and Wealth: Branching Out

Are you welcoming a new child or grandchild?

Are you or your child getting married?

Are you planning to care for aging parents?

Whether you're a mother, daughter, spouse, or caregiver, we’ll discuss powerful ways to protect your loved ones and enhance your legacy.

Location

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17 September , 202511:30 AM - 12:15 PM Eastern
  • Meryl Spigelman, CEPA®, Senior Vice President - Wealth Management, Private Wealth Advisor, UBS
  • Melissa Schutz Lilly, CDFA, CTFA, Executive Director – Wealth Planning Strategist- UBS

Women, Wisdom and Wealth: Heir Dynamics

The future of wealth is increasingly female and that future is closer than you think.  Learn how you can best navigate your “great wealth transfer”.

Location

Date & time

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Zoom- Please RSVP for link to join

26 June , 202511:30 AM - 12:15 PM Eastern
  • Meryl Spigelman, CEPA®, Senior Vice President - Wealth Management, Private Wealth Advisor
  • Carey Shuffman, Head of US Women’s Wealth - UBS

Invitation

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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.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

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