The Thompson Katzaroff Kottmeier Group
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ElectionWatch 2024

ElectionWatch 2024 virtual event, ‘After the debate: Reaction and implications’.

Location

Date & time

Speakers

Supporting links

28 June, 202411:00 AM - 11:30 AM Eastern
  • John Savercool, Head of the UBS US Office of Public Policy
  • Tom McLoughlin, Head of Fixed Income, UBS CIO Americas
  • David Lefkowitz, Head of Equities, UBS CIO Americas

Join our live event here.

Collecting Social Security Benefits

Please join us for a conversation on Social Security, as we give an overview and uncover the answers to the most frequently asked questions regarding Social Security.

Hosted by

Austin Gilbertson
Wealth Planning Associate

Zoom Meeting ID:
961 0656 8346
Passcode: Ubs2024!

Location

Date & time

Speakers

Supporting links

30 May , 202411:00 AM - 12:00 PM Pacific
  • Jennifer Taboada (Wealth Education Specialist - BlackRock)
  • John Jul, CIMA(r), AIF(r) (Senior Vice President - Amundi Asset Management)
  • Michelle Hollaender (Digital Specialist - UBS)

Register Here

Artificial Intelligence: Possibilities and Pitfalls

Ever find yourself pondering Artificial Intelligence...Is all of the hype justified? What is the true extent of what this technology can do? What are the potential risks that come along with it?

Step into the fascinating world of AI as we explore the possibilities and pitfalls of this technology in an engaging conversation with experts in the field, Kevin Dennean (UBS) and Andrew Hull (First Trust). Join us for this interactive luncheon where you can ask questions and gain a deeper understanding of how AI could impact our lives and the financial landscape
around us. Whether you're an AI enthusiast or new to the prospects of this field, this is your chance to unravel the mysteries of Artificial Intelligence in a relaxed atmosphere. No expertise required—just bring your curiosity and eagerness to learn!

Please RSVP with your Financial Advisor by June 11th to be part of this insightful dialogue.

Lunch will be provided by First Trust.

Location

Date & time

Speakers

Supporting links

The Lodge at Torrey Pines, 11480 N Torrey Pines Road, La Jolla, CA 92037

25 June , 202411:30 AM - 1:00 PM Pacific
  • Kevin Dennean, CFA(tm), Equity Strategist, UBS Global Management
  • Andrew Hull, ETF Strategist, First Trust Portfolios LP

ElectionWatch 2024

ElectionWatch 2024 virtual event, ‘After the debate: Reaction and implications’.

Location

Date & time

Speakers

Supporting links

28 June , 202411:00 AM - 11:30 AM Eastern
  • John Savercool, Head of the UBS US Office of Public Policy
  • Tom McLoughlin, Head of Fixed Income, UBS CIO Americas
  • David Lefkowitz, Head of Equities, UBS CIO Americas

Join our live event here.

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