Families looking to prepare for future education expenses have many choices available to them: Savings accounts, Coverdells, ROTH IRAs, UGMA/UTMA accounts and 529 plans. However, the unique features of 529 plans can make them a top option to consider. 529 plans have no eligibility restrictions based on income, no age or time limits to distribute, and generous contribution limits. In addition, the estate planning benefits make them much more than just a “college savings account.”
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29 May , 202412:00 AM - 12:00 PM Eastern |
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On Thursday, April 4 the Chief Investment Office (CIO) will sit down with an industry-leading lineup of professionals to discuss the implications for policy, politics and investments. Below are the details for the event, which will replace our monthly House View livestream, and additional resources that are now available on our ubs.com/electionwatch website. Join the virtual event: The race, the world, and investments Solita Marcelli, Chief Investment Officer Americas, will host a conversation with the below featured speakers: Frank Kelly, Founder & Managing Partner at Fulcrum Macro Advisors LLC and Senior Political Strategist at DWS, will break down the state of the race Mike Rogers, Former Director of the National Security Agency, will discuss the geopolitical landscape as we approach November David Rubenstein, Co-Founder of Carlyle, will discuss the implications for the economy and financial markets Date & Time: Thursday, April 4 at 1 p.m. ET
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04 April , 20241:00 PM - 2:00 PM Eastern |
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Join Solita Marcelli, Chief Investment Officer, CIO Americas, and Henry McVey, Head of Global Macro & Asset Allocation, CIO of KKR Balance Sheet, for a conversation on the markets and investment opportunities for the year ahead.
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25 January , 20243:00 PM - 4:00 PM Eastern |
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Mark Tepsich, UBS’s Family Office Design and Governance Strategist for Family Office Solutions, will sit down with Founder and Chief Technology Officer of InfoGrate, Dr. Tania Neild, to discuss family office technology architecture, build and design strategies.
Unable to attend the webinar? An audio replay of this discussion will be available in the coming days on our dedicated webpage.
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31 October , 20232:00 PM - 3:00 PM Eastern |
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