UBS On-Air: Conversations Client Strategy Office

In this episode, Erik Seeney, UBS Wealth Planning Strategist, is joined by Nick Francia and Keith Apton, of The Capitol ESOP Group at UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. From this episode you will gain a better understanding of: How Employee Stock Ownership Plan works for business owners, their employees, and families. The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan.

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

For this month we focus on the 2024 proxy season, including a review of expectations, a look at some notable trends and themes, along with comparisons to what 2023 delivered. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Amy O’Brien, Global Head of Responsible Investing with Nuveen. Host: Daniel Cassidy

UBS Art Advisory Specialist, Matthew Newton, is joined Fritz Dietl, Founder and President of Dietl International Services and Delaware Freeport, to discuss the fine art shipping and storage industry and important considerations collectors often need to make when it comes to maintaining a collection.

In recognititon of May being Mental Health Awareness Month, we are joined by Soulpaws to better understand how eating disorders can impact a person’s day-to-day life, and how animal therapy can help. Featured is Shannon Kopp, Founder of Soulpaws. Host: Shiavon Chatman

We explore the behavior of action bias, including a look at when it might and might not makes sense for one to adjust their investment approach, along with strategies to consider that can protect against the behavior of action bias. Featured are Justin Waring, Senior Total Wealth Strategist, and Katie Williams, Discovery Strategist, from the UBS Chief Investment Office, along with Mark Halloran, Head of Business Development for Individual Markets with Transamerica. Host: Daniel Cassidy