Wealth Planning Brunch – Green Wealth Management – UBS Financial Services

Market outlook, investment ideas and wealth planning strategies. Be there for this lively and informative discussion at Class Space. Louis Green, CPA, CFP, will provide a market outlook and discuss the core elements of an investment, retirement and estate plan. Complimentary breakfast will be served. Topics of discussion include: -How to stay invested in volatile markets -What role alternative investments can play in your portfolio -Strategies to potentially reduce risk and/or increase income – Estate & retirement planning ideas -Market outlook and recommended asset allocation Please call Louis Green at 212-713-9281 or email him at [email protected] to RSVP. Louis will present for 30 minutes and leave 15 minutes for Q & A Host and Speaker – Green Wealth Management