Schedule 8:00-8:45 Registration, breakfast

Transcription

1 Our Family Wealth Symposium is an educational event where guests can customize their day with a variety of classes that fit their needs and interests. Saturday, September 25 The Broadmoor Hotel 1 Lake Avenue Colorado Springs, CO RSVP by September panndeyounggroup@ubs.com Complimentary continental breakfast and plated lunch will be served. Schedule 8:00-8:45 Registration, breakfast 8:45-9:50 General session Turbulent times: Outlook for the global economy and financial markets Keynote Speaker: Kurt Reiman Head of Thematic Research UBS Financial Services Inc. 10:00-10:50 Breakout session 1 11:00-11:50 Breakout session 2 12:00-12:50 Luncheon speaker Beyond the horizon Doug Tumminello, Partner Rothgerber Johnson & Lyons 1:00-1:50 Breakout session 3 2:00-2:45 General session Building wellth : managing your portfolio of health and well-being Renee Moorefield, Ph.D. Founder, Partner and CEO Wisdom Works

2 Breakout sessions schedule Session 1, 10:00-10:50 A. The state of the deal business it s a seller s market sort of Chris Hammond, Managing Director Green Manning & Bunch Business Advisors B. Nurturing financial responsibility in youth, young adults and adult children Kevin Rochford, Managing Director Nuveen Investments Session 2, 11:00-11:50 A. Headwinds and tailwinds: What you should do now to prepare your company for a mergers and acquisitions transaction Tom Taylor, attorney and shareholder Durham Jones & Pinegar P.C. B. Market updates with JP Morgan Jeff Stull, Vice President JP Morgan Asset Management Session 3, 1:00-1:50 A. Growth in a nongrowth economy: Help maximize revenue and help preserve business value in tough times Doug Johnson, Founder and Managing Partner, Catapult Growth Partners, LLC B. Panel discussion: Tax and estate planning in an uncertain environment Rob Willson, Esq., Sparks Willson Borges Brandt & Johnson P.C. Jeff Rosacker, CPA, Osborne Parsons & Rosacker Kevin Forbush, Esq., CPA, Forbush Legal Offices, P.C. C. Investing in the new normal Scott Whitehouse, Senior Vice President Pimco Allianz Global Investors D. Risk Management: The missing component of wealth management Steve Rathsack Director of Business Development Willis Personal Lines C. Legacy: Creating a world you want to live in Nina Peterson, COO and Partner Wisdom Works D. Understanding alternative investments John Culley, Director Alternative Investment Consultant UBS Financial Services Inc C. Perception vs. reality in investing Andrew Resnick Regional Marketing Director Lincoln Financial Distributors D. Social Security and Medicare: Pre-retirement education Rose Fortune, Public Affairs Specialist Social Security Administration

3 Keynote speaker Kurt E. Reiman Head of Thematic Research Americas Kurt holds a master s degree in international relations from the School of Advanced International Studies at the Johns Hopkins University, where he specialized in international economics. He received his bachelor s degree in business from the State University of New York at Plattsburgh, where he specialized in economics and international business. Kurt Reiman heads the thematic research group within UBS Wealth Management Research in the Americas. As senior editor of UBS research focus, one of WMR s flagship research publications, he has published on a wide range of issues, including demographics, climate change, natural resource scarcity, infrastructure and emerging markets. Kurt began his career with UBS in 1999 when he joined the predecessor firm PaineWebber in New York as an associate in the fixed income strategy team. He later built the firm s US preferred securities research platform. He and his family lived in Zurich, Switzerland from May 2006 to January Before joining UBS, Kurt held positions in economic and financial market research at Reuters in Stamford, CT. Mr. Reiman has been featured in national and international media outlets, such as The Wall Street Journal, Bloomberg, Reuters, The Globe and Mail and NZZ. He regularly shares his findings as a featured speaker at UBS events and has also appeared on CNBC, the Business News Network and the PBS Nightly Business Report.

4 Guest speakers Douglas B. Tumminello Doug Tumminello is an attorney at the Denver law firm Rothgerber Johnson & Lyons LLP, where he is a partner in the firm s business litigation group. Doug has led mountaineering expeditions to mountains around the world. In 2006, Doug was the team leader of an expedition that scaled Mt. Everest via the Southeast Ridge route. Despite experiencing great difficulties, he stood atop Mt. Everest s summit early in the morning of May 23, Also in 2009, Doug was on an 8-person crew that rowed a 36 ocean rowing boat across the Indian Ocean. The crew was at sea for 58 days and set the Guinness World Record for the fastest row of the Indian Ocean, a total of 3,600 miles. Doug is now planning a re-creation of Ernest Shackleton s desperate open-boat crossing of the treacherous Southern Ocean between Antarctica and South Georgia Island. Renee Moorefield, Ph.D. Founder, Partner and CEO, MCC Renee founded Wisdom Works on the belief that business leaders hold the key to a global shift in human consciousness. They are most effective when they explore leadership and lifestyle strategies aimed not just at healthy profits, but also healthy people and a healthy world. An established speaker and writer, Renee has addressed international conferences, published dozens of articles, and co-wrote the book Driven by Wellth: The 7 essentials for healthy, sustainable results in 21st century business & leadership. Renee s trilogy of degrees reflects the core principles of Wisdom Works: she holds a doctorate in spirituality (with a focus on integral leadership), a master s in business and human relations, and a bachelor s in physiology and health education. She is an ICF Master Certified Coach and is certified in Spiral Dynamics. She also holds a certification in Global Strategy from the Thunderbird School of Global Management.

5 The information in this discussion has been prepared by, and reflects the opinions and various investment views of, the speaker. UBS Financial Services Inc. has not independently verified such information and does not guarantee its accuracy or completeness. This information is being provided to you for your information purposes only and does not constitute a recommendation or an endorsement by UBS Financial Services Inc. of the author, the securities or views stated herein. Any specific securities discussed should not be considered a recommendation or solicitation to buy or sell any particular security. You should not assume that any investment in any of the securities was or will be profitable. The attorney who presents this seminar is independent of, and unaffiliated with, UBS Financial Services Inc. This presentation is provided for informational purposes only. Depending on your needs we can help you implement your retirement strategies through both our brokerage and advisory capabilities. Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You should consult with your personal legal or tax advisor regarding your personal circumstances. There are two sources of UBS research; reports from the first source, UBS Wealth Management Research, are designed for individual investors and are produced by UBS Wealth Management Americas (which includes UBS Financial Services Inc. and UBS International Inc.) and UBS Wealth Management & Swiss Bank. The second research source is UBS Investment Research, and its reports are produced by UBS Investment Bank, whose primary business focus is institutional investors. The two sources operate independently and may therefore have different recommendations. Alternative Investments U.S. of UBS Financial Services Inc.provides investment management services to qualified high-net-worth and institutional clients. Eligibility requirements begin, generally, at a net worth greater than $1.5 million for individuals (with spouse) and $5 million for entities. This is not an offer to purchase or a solicitation to sell any security. Investors should be aware that alternative investments are speculative, subject to substantial risks (including the risks associated with limited liquidity, the use of leverage, short sales and concentrated investments), may involve complex tax structures, strategies, and may not be appropriate to all investors. Alternative investments may be illiquid, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as mutual funds, and they may be subject to high fees and expenses, which will reduce profits. Alternative investments are not deposits or obligations of, or guaranteed or endorsed by, any bank or other insured depository institution, and are not federally insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board or any other governmental agency. They should not constitute an entire investment program. CIMA is a registered certification mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide. AAMS is a registered service mark of the College for Financial Planning. ab UBS Financial Services Inc. is a subsidiary of UBS AG UBS Financial Services Inc. All rights reserved. Member SIPC. 7.00_Inv_H_LZ0712_DeYD