Put your financial affairs in order before year-end

The end of the year is a critical time to make sure your planning strategy continues to reflect your financial goals. Listen to a special call to help inform and remind you of steps you can take before December 31, 2014—and after—to benefit your portfolio and estate.

Erin Wilms, Co-Head of UBS Advanced Planning, will discuss:

  • The top 5 planning decisions you should consider to help ensure you’re prepared
  • Harvesting tax losses to offset taxable gains
  • Gifting strategies: making charitable donations and gift-tax annual exclusions before December 31, 2014

To help ensure that any decision you make for 2014 supports your overall financial goals, connect with your UBS Financial Advisor or find a UBS Financial Advisor.

About our speaker series

“2014 year-end planning strategies” is part of a special series dedicated to keeping you informed about issues that affect your investing and your life. We invite you to join the conversation live every month to get timely information that can help you make better decisions.

Catch up on previous conversations   

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Navigating longevity: What worries you in old age?
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