• Speaker Spotlight - Stephen Liss

    Speaker Spotlight - Stephen Liss

    What's Next?.... 

    the non-conference conference.... 

    SPEAKER SPOTLIGHT:....

     

    How do I begin to start my estate planning?...

     

    How do I handle muy taxes if something were to happen to my partner?...

     

    How do I financially prepare for my children in case something were to happen to myself orto  my partner?

    Just ask ...Stephen Liss...Director/ Senior Wealth Strategist- UBS...

    AT MORPHMOM'S "NON-CONFERENCE CONFERENCE"...
    A day of panels- questions and real answers!...

     Click link to register for the event to get this and many more answers!...

    http://events.r20.constantcontact.com/register/event?oeidk=a07ee8ysep7b8e91416&llr=cg7bp5tab ...

     

    Stephen Liss works with ultra-high net worth clients of UBS helping them to develop comprehensive strategies for their complex financial needs, such as the preservation, transfer, and management of wealth. He educates UBS clients on domestic and international tax, multi-generational estate planning, and planned charitable giving.  Prior to joining UBS, Stephen was a Wealth Advisor at Barclays Wealth and Investment Management, and a Partner at the international law firm Withers Bergman LLP. 


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