Event calendar

Event Name

Date/Time

Location

Speaker(s)

RSVP

Roundtable Lunch

February 21, 2018
12:00 PM PST - 01:30 PM PST

Mediterraneo
32037 Agoura Rd.
Westlake Village, CA 91361

Blake Vasquez
Regional Vice President, Southern California
Dreyfus Investments/ BNY Mellon Asset Management

Contact
Annalise Walsh
805-367-3665
annalise.walsh@ubs.com
RSVP

Arts Council of Conejo Valley Fundraiser

February 23, 2018
04:00 PM PST - 06:00 PM PST

UBS Financial Services Inc.
3011 Townsgate Road Suite 300
Westlake Village, CA 91361

Contact
Annalise Walsh
805-367-3665
annalise.walsh@ubs.com
RSVP

Roundtable Lunch

March 15, 2018
12:00 PM PST - 01:30 PM PST

Mediterraneo
32037 Agoura Road
Westlake Village, CA 91361

Ryan Ward, CIMA
Regional Director, Los Angeles
Fidelity Institutional Asset Management

Contact
Annalise Walsh
805-367-3665
annalise.walsh@ubs.com
RSVP

Roundtable Lunch

April 19, 2018
12:00 PM PST - 01:30 PM PST

Mediterraneo
32037 Agoura Rd.
Westlake Village, CA 91361

Bryan Pacana
VP External Wholesaler
AllianceBernstein

Contact
Annalise Walsh
805-367-3665
annalise.walsh@ubs.com
RSVP

Mastering Social Security CPA Lunch

May 15, 2018
12:00 PM PST - 01:30 PM PST

Mediterraneo
32037 Agoura Rd.
Westlake Village, CA 91361

Hudson Walker
Director
MFS Investment Management

Contact
Annalise Walsh
805-367-3665
annalise.walsh@ubs.com
RSVP

CPA Roundtable Lunch

June 14, 2018
12:00 PM PST - 01:30 PM PST

Mediterraneo
32037 Agoura Rd.
Westlake Village, CA 91361

Bryan Pacana
VP External Wholesaler
AllianceBernstein

Contact
Annalise Walsh
805-367-3665
annalise.walsh@ubs.com
RSVP

Roundtable Lunch

July 17, 2018
12:00 PM PST - 01:30 PM PST

Mediterraneo
32037 Agoura Rd.
Westlake Village, CA 91361

Dave Buehring
VP - Advisor Consultant
Nuveen

Contact
Annalise Walsh
805-367-3665
annalise.walsh@ubs.com
RSVP

Women's Conference

September 13, 2018
11:00 AM PST - 02:00 PM PST

TBD

Contact
Annalise Walsh
805-367-3665
annalise.walsh@ubs.com
RSVP

Financial Planning 101

September 25, 2018
06:00 PM PST - 07:30 PM PST

UBS Financial Services Inc.
3011 Townsgate Road Suite 300
Westlake Village, CA 91361

David Ford, CIMA
Regional Vice President
American Funds

Contact
Nick Sondgeroth
805-367-3669
nicholas.sondgeroth@ubs.com
RSVP

Financial Planning 201

October 02, 2018
06:00 PM PST - 07:30 PM PST

UBS Financial Services Inc.
3011 Townsgate Road Suite 300
Westlake Village, CA 91361

David Ford
Regional Vice President
American Funds

Contact
Nick Sondgeroth
805-367-3669
nicholas.sondgeroth@ubs.com
RSVP

Valdez Wealth Management Group Holiday Party

November 29, 2018
07:00 PM PST - 09:00 PM PST

TBD

Contact
Annalise Walsh
805-367-3665
annalise.walsh@ubs.com
RSVP

Planning for Your Legacy

Start Date of Event TBD
Start Time of Event TBD - End Time of Event TBD

TBD

Nick Cirbo, CIMA
VP, Senior Advisor Consultant
OppenheimerFunds, Inc.

Contact
Nick Sondgeroth
805-367-3669
nicholas.sondgeroth@ubs.com
RSVP