Event calendar

Event Name

Date/Time

Location

Speaker(s)

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

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: 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

30 on 3 Business Owner Call Series: Raising Productive Kids In and Outside of the Business

March 19, 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: ESOP 101 - A Tax-efficient Exit Strategy

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

Conference Call
Please RSVP for dial-in info

Keith Apton, CEPA
Managing Director
UBS Financial Services Inc.

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

30 on 3 Business Owner Call Series: Ensuring Family Business Success Through the Generations

May 21, 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: Buy-Sell Agreements

June 18, 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: Getting Your Employees On Board With Your Succession Plan

July 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: Digitization - Effectively Implementing IT in Your Business

August 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

30 on 3: SPECIAL EDITION: Political Update with UBS Office of Public Policy

September 17, 2020
03:00 PM EST - 03:30 PM EST

Conference Call
Please RSVP for Dial-in Info

John Savercool
Senior Lobbyist and Head of UBS's US Office of Public Policy
UBS Financial Services Inc.

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

30 on 3 Business Owner Call Series: Handling Media and Maintaining Your Image

October 15, 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