Welcome to the Money Table

You belong in this seat, and you’re just getting started. Big or small, your next money move takes you even further. Money moves are action steps that get you involved with your finances, and we have plenty for you to choose from. Wherever you are, there’s a money move to make. So, let’s get started. Money moves we’ll discuss include:

• Talk Money (How to have open conversations)
• Know your (net) worth (Why it matters)
• Budget for you (spending and saving)
• Leave no loose ends (planning for your family)

Registration Closes: August 1, 2023

Kelli Puhl | CFP®
Senior Vice President Wealth Management

Kelli has been advising women on their journey toward financial well-being. Known for her compassion, insightful investment knowledge, and straightforward advice, Kelli also connects you to a range of UBS Private Wealth Management solutions and a dedicated team focused exclusively on women that can help empower to you make the right choices for today and for the life you envision for your future. From day one of her relationships, she is there to guide you with transparency, accountability, and a commitment to building a truly collaborative relationship grounded in trust.

Elizabeth Engelmann | CRPC®, CRPS®
Senior Vice President Wealth Management

Elizabeth advises a select group of exceptional business owners and their families as they assess their current business goals and future ventures. From launch, growth, and expansion to final exit and life beyond the sale, she has the experience as well as connections to firm-wide expertise and opportunities to support you at each critical transition throughout the business life cycle. Elizabeth also offers a comprehensive approach to liquidity management and the needed estate planning strategies to help you protect your investment. Guiding you with thoughtful investment planning solutions, she helps simplify your financial life so you can focus on your family and future entrepreneurial priorities and passions.

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Lunch options will include:

• Honey Dijon Turkey Sandwich: Turkey, Swiss, Romaine, Tomato, Honey Dijon
• Ed’s Club Sandwich: Roast Beef, Ham, Provolone, Romaine, Tomato, Hellman’s, Grey Poupon
• Roast Beef & Swiss Sandwich: Roast Beef, Swiss, Romaine, Tomato, Hellman’s
• Cobb Salad: House Blend Field Greens, Egg, Bacon, Avocado, Tomato, Crumble Bleu, Red Onion, Honey Dijon Dressing
• Greek Salad: House Blend Field Greens, Farro, Feta, Tomato, Red Onion, Cucumber, Greek Olive, Greek Vinaigrette
• Chihuahua Salad: House Blend Field Greens, Sweet Corn & Black Beans, Tomato, Onion, Avocado, Queso Fresco, House Chipotle Ranch

Please inform us of any Food Allergies or Dietary Restrictions on your registration form.