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Event calendar

529 Day!

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

    Unlocking the Benefits of 529 Plans

    UBS Election Watch 2024

    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

    1. Read ElectionWatch 2024: Politics beyond borders: In the latest report, CIO breaks down investment implications of our four possible election outcomes, and includes a spotlight article on foreign policy.
    2. Check out the latest episode of our UBS Road to Election Series: Our new weekly series will provide snackable content on the election from various angles.

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    04 April , 20241:00 PM - 2:00 PM Eastern
    • Solita Marcelli, Chief Investment Officer Americas

    https://www.ubs.com/us/en/wealth-management/insights/investment-research/us-elections.html?campID=NL-ELECTIONWATCH2024-GLOBAL-ENG-OUTLOOK-ANY-ANY#event1

    Glass half full? Outlook for 2024 and beyond

    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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    zoom

    25 January , 20243:00 PM - 4:00 PM Eastern
    • Solita Marcelli, Chief Investment Officer
    • Henry McVey, Head of Global Macro & Asset Allocation

    Replay: https://imep-analytics.ubs.net/api/v1/redirect?token=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