Members Helping Members: UBS Co-Hosts Workshop for Medical Professionals


Thank you to SBAC members Mark Wimmer of UBS Wealth Management (and SBAC Silver Sponsor) and Michael Stuart of the Stuart Legacy Alliance for co-hosting a workshop helping Medical Professionals, and other High-Risk business owners to “Protect what’s yours: Strategies to safeguard your wealth.”

The discussion centered on six everyday and easy to implement strategies to help safeguard wealth through the use of federal & state protected assets including; insurance, retirement plans, college saving plans, gifting strategies, and the establishment of legal structures such as LLCs and trusts.

The workshop, and a fantastic lunch, was served at the Taphouse Grill, a fellow SBAC member, in Highwood. This is just one more example of SBAC members helping other members.