Los Angeles Area Alumni Chapter

Start 2010 off right with our upcoming speaking event about personal financial and estate planning.

UBS AG Invitation:
You can’t predict an uncertain market.
But you can plan for it.

When the financial markets are so uncertain, many investors fear what the future may hold. But at UBS, we know that those who have a financial plan in place have a clearer direction and can face the future with more confidence.


Join us for Conversations with UBS—financial planning helps weather any market. It’s a conversation worth having. Saturday, January 23, 11:00 a.m.

Castaway Restaurant (Valley View Room) 1250 Harvard Road Burbank, CA 91501 http://www.castawayrestaurant.com/burbank/index.html $25 per person, which includes access to the restaurant’s Saturday buffet: http://www.castawayrestaurant.com/burbank/pdf/Castaway_Burbank_SaturdayBrunch.pdf. Payable at the door. Cash only. ATM on-site. Complimentary valet parking (suggested tip: $3.50). Limited self-parking may be available.

RSVP

	accept or decline invitation

Host
Beta Gamma Sigma is the international honor society serving business programs accredited by AACSB International—The Association to Advance Collegiate Schools of Business.

Speakers
Orcutt/Fasano Wealth Management Group
UBS Financial Services Inc.

Carey Demos
Financial Advisor
Topic: Financial planning helps weather any market

Lisa Snyder
UBS Wealth Management Consultant
Topic: Estate Planning: What every family needs to know.

More information (and to RSVP)
Carey Demos
818-377-8815

carey.demos@ubs.com

Guest speaker
Katherine Holbrook
Senior Managing Director
Foundation Source
Topic: Trends in philanthropy


	UBS Financial Services Inc. 15821 Ventura Boulevard, Suite 670 Encino, CA 91436 www.ubs.com/team/ofgk

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	For more complete information about a fund, including the investment objectives, charges, expenses and risk factors, contact us for a prospectus. The prospectus contains this and other important information that you should read and consider carefully before investing. The value of funds will fluctuate. Financial Planning services are provided in our capacity as a registered investment adviser. As a firm providing wealth management services to clients in the U.S., we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at www.ubs.com/workingwithus. Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You should consult with your personal legal or tax advisor regarding your personal circumstances. The information in this discussion has been prepared by, and reflects the opinions and various investment views of, the speaker. UBS Financial Services Inc. has not independently verified such information and does not guarantee its accuracy or completeness. This information is being provided to you for your information purposes only and does not constitute a recommendation or an endorsement by UBS Financial Services Inc. of the author, the securities or views stated herein. Any specific securities discussed should not be considered a recommendation or solicitation to buy or sell any particular security. You should not assume that any investment in any of the securities was or will be profitable.