Los
Angeles Area Alumni Chapter
Important Note for Los Angeles Area Alumni Members:
If you have not received email updates in the past regarding
Los Angeles Area Alumni Chapter events, and you would like to
be notified, send an email
to Jean Tucker in the Central Office. Please provide your
full name, email address, and school name and year of induction
into Beta Gamma Sigma. This is a great way to help us keep you
informed about the happenings of your Los Angeles Area Alumni
Chapter.
Chapter News, Upcoming and Recent Events
Start
2010 off right with our upcoming speaking event about personal
financial and estate planning.
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.
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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. |
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More
information (and to RSVP)
Carey
Demos
818-377-8815
Guest
speaker
Katherine Holbrook
Senior Managing Director
Foundation Source
Topic: Trends
in philanthropy |
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UBS Financial Services Inc.
15821
Ventura Boulevard, Suite 670
Encino, CA
91436
www.ubs.com/team/ofgk
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UBS Financial Services Inc. is a subsidiary of UBS AG. ©2009
UBS Financial Services Inc. All rights reserved.
Member SIPC. |
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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.
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