UBS On-Air: Conversations

Hosted by Liam McCormick, Senior Strategist, UBS Family Advisory and Philanthropy Services

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by David Mietty, Wealth Planning Strategist, UBS who will share insights for young families regarding their life insurance planning decisions.

A deep dive into understanding Hispanic women’s preparedness when it comes to budgeting, retirement planning and making other major financial decisions. Featured: Isabel Oropeza, Project Manager for the Women’s Segment, UBS. Host: Shiavon Chatman

Today’s conversation focuses on wealth and retirement planning for the Hispanic community, and any gaps in between. Featured is Andrea Santos Morales, Head of Wealth planning, International Division, UBS. Host: Shiavon Chatman

Achieving circularity in order avoid material waste is not a one-size-fits all approach for companies - we discuss how companies are effectively achieving circularity, the hurdles that exist, and the scope of global demand for alternative materials, most notably plastic alternatives. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy

UBS Art Advisory Specialist, Matthew Newton, is joined by Mari-Claudia Jimenez, Chairman, President, Americas, and Head of Global Business Development at Sotheby’s, to discuss the headline sale of the fall 2023 auction season, the Emily Fisher Landau collection. One of the most substantial collections of 20th Century and contemporary art to go to auction, the sale this November provides a backdrop for families and individuals to learn about an important consideration in a collection’s lifecycle: the estate consignment process.

Join us for a conversation with Alicia Brooks, Client Solutions & Development Marketing Lead, and Melinda Hightower, Head of Multicultural Strategic Client Segments. Alicia shares the latest insights from the Invest to Advance report on how multicultural families are investing for living, giving and the next generation.

This conversation focuses on what it means to retain and ‘age proof’ our most valuable asset - our brain. Vice President and Managing Director of Applied Insights at Hartford Funds, Bill McManus joins us to discuss how lifestyle choices can control how mind functions and the quality of our mental health. Host: Shiavon Chatman

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Melissa Lilly, Wealth Planning Strategist, UBS who will share best practices regarding Name, Image, and Likeness for student athletes - An update on the regulation, policy and legal changes regarding Name, Image, and Likeness laws. Understanding the revenue sources fueling the Name, Image, and Likeness endorsements. Key considerations for parents, athletes and their advisors when planning for endorsement compensation.

Listen as Jennifer Lan and Premini Scandurra, authors of the 2023 Year-End Guide, discuss federal and state income tax planning, retirement planning, wealth transfer planning, and charitable planning. Learn about strategies to reduce tax liability, maximize retirement contributions, review estate plans, and make deductible charitable contributions. They emphasize the need to consider new ideas to save on taxes, highlight the potential sunset of the lifetime exemption, and urge clients to start thinking about planning earlier for timely and tax-efficient strategies.