Event calendar

Event Name

Date/Time

Location

Speaker(s)

RSVP

CPA Roundtable Lunch (CE Credit Available)

Lunch Invitation

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

Wendy A. Dormer, JD
Realtor and Certified Probate Real Estate Specialist
Keller Williams Worldclass

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

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