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Upcoming events

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

Date & time

Speakers

Supporting links

Zoom- Please RSVP for link to join

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

Register for this event

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.

Location

Date & time

Speakers

Supporting links

Zoom- Please RSVP for link to join

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

Register for this event

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

Speakers

Supporting links

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

Women, Wisdom and Wealth: Trusts

Our next women-only discussion will focus on the role that trusts play in protecting you and providing for your family.

We will discuss:
– Do I need a trust “check-up”?
– Do trusts help me save on taxes?
– Can I change the terms of an existing trust?
– When should I tell my kids about their trust?
– Will I have access to my trust in the event something happens to my spouse?

Financial well-being leads to overall well-being and when financially empowered women are in the game, everybody wins.
We look forward to sharing this time with you.

Location

Date & time

Speakers

Supporting links

Zoom- Please RSVP for link to join

13 May , 202511:30 AM - 12:15 PM Eastern
  • Meryl Spigelman, CEPA®, Senior Vice President - Wealth Management, Private Wealth Advisor
  • Catherine McDermott, Executive Director, UBS Advanced Planning

Invitation

Market outlook: Is the glass still half full?

Join us for a special discussion featuring Henry McVey, Head of Global Macro, Balance Sheet & Risk and CIO of KKR’s Balance Sheet, and Solita Marcelli, CIO Americas for UBS Global Wealth Management.

 

Location

Date & time

Speakers

Supporting links

Virtual Link: www.ubs.com/ciolive

13 March , 20254:00 PM - 5:00 PM Eastern
  • Henry McVey
  • Solita Marcelli

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