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06:41
Why 529 Plans?
529 Savings Plans are one of the most popular ways to save for higher education and they recently got an update that makes them even more enticing to those looking to save for school. Kevin O’Leary, CFA, CFP®, one of the Senior Partners with Value Added Partners discusses the advantages of and updates to 529 Plans.
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13:59
Engaging and Empowering Women Through Financial Planning
Carey Shuffman, Executive Director and Head of The Women's Segment at UBS, discusses the research done by UBS over several years, looking at how involved women are in their financial planning, the importance of involvement, how women can take greater control of their financial planning, and ways Advisors can help.
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12:32
UBS Value Added Partners Differentiated Wealth Management
Harold Elish, CFP®, CPWA® and Kevin M. O'Leary, CFA, CFP®, two of the senior partners at Value Added Partners, discuss what they are hearing from their clients and how they are approaching the management of their practice.
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10:07
UBS: "Don't Touch Your Face or Your 401k"
Mitch Slater, Senior Vice President and Financial Advisor at The Slater - Trainor Group at UBS Financial Services Inc., discusses ways to engage clients and keep them informed during extreme market volatility. He also shares how to stay focused on long-term goals amid short-term uncertainties.
