Event calendar

Event Name

Date/Time

Location

Speaker(s)

RSVP

What are the potential benefits of a Florida residency?

April 20, 2022
10:00 AM ET - 11:30 AM ET

The Ritz-Carlton, Sarasota
1111 Ritz-Carlton Dr
Sarasota, FL 34236

Jason E. Stephens, CFP
Managing Director-Private Wealth Advisor
UBS Private Wealth Management

Michael J.
Executive Director-Private Wealth Advisor
UBS Private Wealth Management

Brett Schumbacker
Financial Advisor
UBS Private Wealth Management

Contact
April Taube
941-364-7249
april.taube@ubs.com
RSVP

What are the potential benefits of a Florida residency?

April 20, 2022
02:00 PM ET - 03:30 PM ET

The Ritz-Carlton, Sarasota
1111 Ritz-Carlton Dr
Sarasota, FL 34236

Jason E. Stephens, CFP
Managing Director-Private Wealth Advisor
UBS Private Wealth Management

Michael J.
Executive Director-Private Wealth Advisor
UBS Private Wealth Management

Brett Schumbacker
Financial Advisor
UBS Private Wealth Management

Contact
April Taube
941-364-7249
april.taube@ubs.com
RSVP

What are the potential benefits of a Florida residency?

April 21, 2022
10:00 AM ET - 11:30 AM ET

The Ritz-Carlton, Naples
280 Vanderbilt Beach Rd
Naples, FL 34108

Jason E. Stephens, CFP
Managing Director-Private Wealth Advisor
UBS Private Wealth Management

Michael J.
Executive Director-Private Wealth Advisor
UBS Private Wealth Management

Contact
April Taube
239-254-7145
april.taube@ubs.com
RSVP

What are the potential benefits of a Florida residency?

April 21, 2022
02:00 PM ET - 03:30 PM ET

The Ritz-Carlton, Naples
280 Vanderbilt Beach Rd
Naples, FL 34108

Jason E. Stephens, CFP
Managing Director-Private Wealth Advisor
UBS Private Wealth Management

Michael J.
Executive Director-Private Wealth Advisor
UBS Private Wealth Management

Contact
April Taube
239-254-7145
april.taube@ubs.com
RSVP