Penniman Wealth and Institutional Consulting Group: Recent Episodes
UBS advisor podcasts
Straight Talk with the Penniman Group is a podcast series hosted by the Penniman Wealth and Institutional Consulting Group at UBS Financial Services. Our team is based in the suburbs of Detroit, Michigan however, we serve clients across the country. In each episode of Straight Talk with the Penniman Group we focus on a timely topic in the personal planning, family planning and institutional investing worlds. Join us as we identify key issues in planning and investing, team with leading thinkers to discuss the latest trends and provide innovative solutions for the challenges faced by you, your family, and your business.
As we are quickly approaching the end of the year, the coming weeks are often referred to as “giving season”. We have invited Andrea Rothberg, one of our firm’s Wealth Planning Specialists, to join us today to further discuss two commonly used gifting vehicles that receive increased attention this time of year - donor advised funds and foundations.
In this episode, we will be joined by Richard Lowry of the Advanced Planning Group at UBS to discuss a number of important considerations when preparing for the sale of a business. As a member of the Advanced Planning Group at UBS, Richard serves as a trusted advisor and educational resource to financial advisors and the firm's clients on wealth transfer planning, gift and estate law tax, philanthropy, and pre-liquidity planning.
Join us as we discuss key considerations for executives in transition. A subset of our client base are professionals in their mid-20s to mid-40s. In this window of time, many significant life events occur, creating a need for clients to review their financial plans. In reflecting upon these conversations, Brad and Meg have identified three important periods of transition and subsequent planning considerations.