Event calendar

Event Name

Date/Time

Location

Speaker(s)

RSVP

Attorney CLE Session

Myth vs. Realty. What women say about money vs. what they actually do

September 12, 2019
12:00 PM EST - 02:00 PM EST

16810 Kenton Drive
Suite 310
Huntersville, NC 28078

Eileen Stoner, CRPC®, CDFA®
Sr. VP Wealth Mgmt, Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst
UBS Financial Services, Inc

Amy Lowe, CDFA®
Financial Advisor, Certified Divorce Financial Analyst
UBS Financial Service, Inc

Contact
Cindy Dodge
704-765-3254
cindy.dodge@ubs.com
RSVP

12 IRA Planning Mistakes

September 26, 2019
12:00 PM EST - 01:00 PM EST

The Mint Museum
500 South Tryon Street
Charlotte, NC 28202

Stephen M. Mazzarell
Regional Vice President
MFS Funds

Contact
Cindy Dodge
855-541-0917
cindy.dodge@ubs.com
RSVP

SWAP - Savvy Women Are Prepared

September 30, 2019
12:00 PM EST - 01:00 PM EST

16810 Kenton Drive
Suite 310
Huntersville, NC 28078

Eileen Stoner, CRPC®, CDFA®
Sr. VP Wealth Mgmt, Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst
UBS Financial Services, Inc.

Amy L. Lowe, CDFA®
Financial Advisor, Certified Divorce Financial Analyst
UBS Financial Services, Inc.

Contact
Cindy Dodge
704-765-3254
cindy.dodge@ubs.com
RSVP

Attorney CLE Session

What is a CDFA® and how can we help? Invitation

October 17, 2019
12:00 PM EST - 02:00 PM EST

16810 Kenton Drive
Suite 310
Huntersville, NC 28078

Eileen Stoner, CRPC®, CDFA®
Sr. VP Wealth Mgmt, Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst
UBS Financial Services, Inc.

Amy L. Lowe, CDFA®
Financial Advisor, Certified Divorce Financial Analyst
UBS Financial Services, Inc.

Contact
Cindy Dodge
704-765-3254
cindy.dodge@ubs.com
RSVP

Attorney CLE Session

Tax Issues in Divorce and 2019 Tax Law Changes. Invitation

November 07, 2019
12:00 PM EST - 01:00 PM EST

16810 Kenton Drive
Suite 310
Huntersville, NC 28078

Eileen Stoner, CRPC®, CDFA®
Sr. VP Wealth Mgmt, Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst
UBS Financial Services, Inc.

Amy L. Lowe, CDFA®
Financial Advisor, Certified Divorce Financial Analyst
UBS Financial Services, Inc.

JoAnn Barton, CPA
Certified Public Accountant
Brumley Robinson & Associates CPA, PLLC

Contact
Cindy Dodge
704-765-3254
cindy.dodge@ubs.com
RSVP

Attorney CLE Session

Retirement Issues in Divorce. Invitation

December 12, 2019
12:00 PM EST - 01:30 PM EST

16810 Kenton Drive
Suite 310
Huntersville, NC 28078

Eileen Stoner, CRPC®, CDFA®
Sr. VP Wealth Mgmt, Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst
UBS Financial Services, Inc.

Amy L. Lowe, CDFA®
Financial Advisor, Certified Divorce Financial Analyst
UBS Financial Services, Inc.

Contact
Cindy Dodge
704-765-3254
cindy.dodge@ubs.com
RSVP