UBS Dreaming of retirement? Come to our retirement workshop and learn how to make your dream a reality. Work with our local specialists to cover your entire retirement picture so you can make smart decisions on retiring. We will be answering all your vital retirement questions, including: Can I afford to retire? How do I invest for income vs. growth? Are my investments too risky for the current market conditions? Tuesday, June 25 5:00 p.m. When should I start my social security? What should I do with my 401(k)? Bobbing Bobber Brewery 900 MN Highway 15 South Hutchinson, MN 55350 How much will health insurance cost me? Dinner a tour of the brewery and a sampling will be provided. ShouldI be concerned about long-term care insurance? RSVP Dan Monahan 612-303-5971 Are my beneficiaries set up properly? Do I need a will or a trust? Seating is limited. Reserve your spot today Speakers Dan Monahan, CFPe, CRPC Senior Wealth Strategy Associate Twin Cities Wealth Management UBS Financial Services Inc 80 South 8th Street, Suite 2900 Minneapolis, MN 55402 612-303-5990, 877-303-5990 Eric Sahumaci Insurance Agent Benjamin King Estate Planning Attorney ubs.com/team/twincitieswm As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, visit our website at ubs.com/workingwithus. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP CERTFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the US, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. For designation disclosures, visit ubs.com/us/en/designation-disclosures. UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CJ-UBS-630520005 Exp. 05/31/2020 UBS Dreaming of retirement? Come to our retirement workshop and learn how to make your dream a reality. Work with our local specialists to cover your entire retirement picture so you can make smart decisions on retiring. We will be answering all your vital retirement questions, including: Can I afford to retire? How do I invest for income vs. growth? Are my investments too risky for the current market conditions? Tuesday, June 25 5:00 p.m. When should I start my social security? What should I do with my 401(k)? Bobbing Bobber Brewery 900 MN Highway 15 South Hutchinson, MN 55350 How much will health insurance cost me? Dinner a tour of the brewery and a sampling will be provided. ShouldI be concerned about long-term care insurance? RSVP Dan Monahan 612-303-5971 Are my beneficiaries set up properly? Do I need a will or a trust? Seating is limited. Reserve your spot today Speakers Dan Monahan, CFPe, CRPC Senior Wealth Strategy Associate Twin Cities Wealth Management UBS Financial Services Inc 80 South 8th Street, Suite 2900 Minneapolis, MN 55402 612-303-5990, 877-303-5990 Eric Sahumaci Insurance Agent Benjamin King Estate Planning Attorney ubs.com/team/twincitieswm As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, visit our website at ubs.com/workingwithus. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP CERTFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the US, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. For designation disclosures, visit ubs.com/us/en/designation-disclosures. UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CJ-UBS-630520005 Exp. 05/31/2020