Event calendar

Event Name

Date/Time

Location

Speaker(s)

RSVP

30 on 3 Business Owner Call Series: ESOP 101 - A Tax Efficient Exit Strategy for Business Owners

September 19, 2019
03:00 PM EST - 03:30 PM EST

Conference Call
Please RSVP for dial-in info

Keith Apton, CEPA
Managing Director - Wealth Management
UBS Financial Services Inc.

Contact
Riley A. Stephenson
910-509-2166
riley.stephenson@ubs.com
RSVP

What Every Business Owner Needs to Know About Selling and Other Liquidity Events

September 26, 2019
08:00 AM EST - 11:00 AM EST

For business owners doing
more than $2mm EBITDA
RSVP for details

Chad Pearson, CFP®, CEPA
Senior Vice-President - Wealth Management
UBS Financial Services Inc.

Michael Jacobs
Founder & CEO
Jacobs Capital

Chad Wouters, CPA
Partner
Earney & Company, L.L.P.

Contact
Riley A. Stephenson
910-509-2166
riley.stephenson@ubs.com
RSVP

30 on 3 Business Owner Call Series: Partnering with Private Equity Firms for Growth Capital

October 17, 2019
03:00 PM EST - 03:30 PM EST

Conference Call
Please RSVP for dial-in info

Kyle Madden
Partner
KLH Capital

Contact
Riley A. Stephenson
910-509-2166
riley.stephenson@ubs.com
RSVP

Private Business Owner Forum: Enhancing Your Human and Brand Capital

November 07, 2019
07:45 AM EST - 11:30 AM EST

Cape Fear Country Club
1518 Country Club Road
Wilmington, NC 28403

RSVP for more details

Contact
Courtenay Bickler
910-509-2169
courtenay.bickler@ubs.com
RSVP

30 on 3 Business Owner Call Series: 2019 Tax Planning Opportunities for Business Owners

November 21, 2019
03:00 PM EST - 03:30 PM EST

Conference Call
Please RSVP for dial-in info

TBD

Contact
Riley A. Stephenson
910-509-2166
riley.stephenson@ubs.com
RSVP

30 on 3 Business Owner Call Series: Why Gift My Company Stock Now?

December 19, 2019
03:00 PM EST - 03:30 PM EST

Conference Call
Please RSVP for dial-in info

Harrison Miller
Vice President, Charitable Planning Consultant
Fidelity Charitable

Contact
Riley A. Stephenson
910-509-2166
riley.stephenson@ubs.com
RSVP

30 on 3 Business Owner Call Series: Building Your Brand Through Excellent Customer Service

January 16, 2020
03:00 PM EST - 03:30 PM EST

Conference Call
Please RSVP for dial-in info

TBD

Contact
Riley A. Stephenson
910-509-2166
riley.stephenson@ubs.com
RSVP

30 on 3 Business Owner Call Series: Importance of an Effective Advisory Board

February 20, 2020
03:00 PM EST - 03:30 PM EST

Conference Call
Please RSVP for dial-in info

TBD

Contact
Riley A. Stephenson
910-509-2166
riley.stephenson@ubs.com
RSVP