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Financial Front Lines Roundtable Series

Join us for Financial Front Lines: Your Up-to-the Moment Update on Finances in a COVID-19 World an online roundtable series with UBS. Financial Front Lines brings you the global advice, crisis experience, and real-time analysis you need to navigate the constantly shifting financial landscape as markets respond to the coronavirus pandemic. It’s your access to leading perspectives on the pathways available to manage your risk and expert counsel on the decisions that are right for your finances, your family and your future.

When
Tuesday, April 14, 2 p.m. ET
Where
Online

Speakers

Emily Brunner Senior Wealth Strategist, UBS
Sharon Sager Private Wealth Advisor, UBS
Michael Crook U.S. Chief Investment Officer, UBS
Judy Spalthoff, Head of Family Advisory and Philanthropy Services at UBS
Judy Spalthoff Managing Director and Head of Family Advisory and Philanthropy Services, CAP®, UBS
Kathleen Entwistle Managing Director, Morgan Stanley Private Wealth Management
Juliet Scott-Croxford CEO, Worth
  •  Wednesday, April 1, 2 p.m. ET Reviewing Your Trust and Estates Plan - Spotting Problems and Opportunities Created By the Crisis

    Special guests:
    Emily Brunner, Senior Wealth Strategist at UBS
    Sharon Sager, Private Wealth Advisor at UBS

    Hosted by:
    Juliet Scott-Croxford, CEO at Worth

    View Worth’s Resource Guide for Reviewing Your Trust and Estates Plan

  • Wednesday, April 8, 2 p.m. ET Rebalancing Your Portfolio and Other Strategies That Could Add Value During a Crisis

    The second notable moment is happening right now. At the end of December, the Buy and hold portfolio stock allocation had grown to 72%, while the Rebalanced portfolio was at 62%—within the 5% tolerance that we established. Year to date through 19 March, Buy and hold is down -17.3%, versus -14.4% for the Rebalanced portfolio, whose stock allocation has drifted back to 54%—that will trigger another rebalance, because it is more than 5% below the 60% equity target. All of this is to say that inaction is essentially market timing. Don’t let bad timing ruin your retirement plan—rebalance back to your target allocation to maintain your strategy.

    Special Guests:
    Michael Crook, US Chief Investment Officer at UBS
    Sharon Sager, Private Wealth Advisor at UBS

    Hosted by:
    Juliet Scott-Croxford, CEO at Worth

  • Tuesday, April 14, 2 p.m. ET Family Meetings: The Power of Intentional Communication

    As the financial landscape continues to shift, managing your family’s wealth has become more important than ever. Equally important during these tenuous times? Navigating stress and the impact on the family.

    Join this online event to apply a simple framework with practices central to family dynamics: empathic communication and governance.

    Special Guests:
    Judy Spalthoff, Managing Director and Head of Family Advisory and Philanthropy Services at UBS
    Sharon Sager, Private Wealth Advisor at UBS

    Hosted by:
    Juliet Scott-Croxford, CEO at Worth

Partners

UBS Speaker Disclosure: This event is for informational and educational purposes only and should not be relied upon as tailored investment advice or the basis for making any investment decisions. The views expressed are subject to change without notice. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA.

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