HEARD: Your Top Wealth Management Questions
At the Private Bank, we want to provide information and insights that are important to you. That is why our latest event will feature the topics most requested by our female clients. Please join us for this interactive, virtual event when we will discuss:
• Estate planning and wealth transfer considerations for women
• How to raise more financially savvy kids
• Why planning for long-term care is so important for women
• Retirement challenges that are unique to women and how to overcome them
This session will be followed by a live Q&A session when you can ask your most pressing questions.
Featuring:
Lisa Roberts
Head of Private Wealth Management
Union Bank, The Private Bank
Charity Falls
Senior Wealth Strategist
Union Bank, The Private Bank
T. Candice Nakagawa
Director & Senior Private Wealth Advisor
Union Bank, The Private Bank
Margaret Reid, CFA®
Senior Portfolio Manager,
Union Bank, The Private Bank
Register Now
Please join us for the conversation.
Visit the Speaker Bio Page to learn more about our panelists.
Will you be joining the discussion?
Event Details
Event Date: Thursday, February 25, 2021
Event Time: 1:00 PM - 2:00 PM (PT)
You will receive a link to the broadcast in your confirmation email.
Questions: If you have any questions, we’re here to help.
As always, we welcome the opportunity to speak with you, so please contact your relationship manager or visit our website if you would like additional guidance or information.
Privacy Policy
If you are having trouble registering, please email Union Bank Events.
Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., California State Insurance License No. 0817733. Insurance and annuities are products of the insurance carriers. Non-deposit investment and insurance products:
Wills, trusts, foundations and wealth planning strategies have legal, tax, accounting and other implications. Consult a legal or tax advisor. Chartered Financial Analyst® is a designation given by the CFA Institute that measures the competence and integrity of financial analysts. CFA Professionals are required to possess a bachelor’s degree, have four years of investment/financial experience and must pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.