UBS Advisor Podcasts

Relentless Pursuit with The Shantz Mantione Group

Thank you for joining the Shantz Mantione group as we invite our UBS colleagues, members from an extensive professional network, and leaders from our communities to discuss timely topics and issues, and sometimes even have a little fun. Driven to transform your financial life, our core values start with clients first and that is what this series is all about. We put you first as we deliver honest, fair and insightful financial solutions.

UBS advisor podcasts

Own Your Worth: Women‘s path to financial independence

29:36

Over the past few years, UBS has been committed to helping more women participate in their financial well-being by the creation of our “Own your worth” program. This program has identified trends that impact women, such as increased life expectancy, the surge in “gray” divorce, and the fact that Millennials are not as engaged in financial decisions. Please join us for exclusive webcast with Carey Shuffman, Head of UBS Women’s Strategic Client Segment and Jill Orlando, Relationship Manager of The Shantz Mantione Group to shed light on these issues and discuss how women can be empowered to take more control of their financial futures.

Navigating Networking with Greg Merrill

17:55

Greg Merrill gives us the inside scoop on some of the best practices for networking that he has found useful in his personal and professional life.

How to Filter Economic Indicators

24:27

Living in a world with access to news at the click of a button can be overwhelming. Our phones, televisions, social media and the internet are filled with information on the economy and market. How do we know what to believe or where to look for reliable information? Listen along with Andrew Shantz as he provides us insight on how to filter it all.

Goals Based and Lifestyle Risk Investment Management with Tom Mantione

18:34

Tom Mantione discusses how market volatility is not the only risk you face when creating a long-term investment plan. Lifestyle risk is the first risk we consider. Tune in to hear more about how we define lifestyle risk and how we can plan for it.

Estate Planning - it's not like the movies

24:15

Charlie Dullea is joined by Carrie Larson, a CFP and wealth strategist in the Advanced planning group at UBS to discuss the basics of estate planning and how it’s never too early to think about planning for your future.


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