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Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
Don’t leave money on the table – year end planning opportunities: International Yacht Broker's Association Education Session
The Petika Wealth Management Group Podcast
29 minutes 43 seconds
1 month ago
Don’t leave money on the table – year end planning opportunities: International Yacht Broker's Association Education Session
On this episode, we are joined by Justin Waring, Head of UBS Wealth Way Strategy & Solutions, to discuss year end planning opportunities including: managing capital gains, revisiting retirement contribution strategies, year end giving, and developments that may shape the retirement planning landscape in 2026 and beyond.
The Petika Wealth Management Group Podcast
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
