NY Tri State Header

The NYC Tri-State DEMA Chapter invites all fellow Private Service Professionals, Vendors, and Agencies for an evening of networking and information.

 

family-trust-planning

A gift for your loved ones


Today making plans to provide a sound future for your loved ones is more important than ever. Often the focus of an estate plan begins and ends with execution of proper documents and titling of assets. However, it is just as critical to ensure that your family is knowledgeable about your assets, liabilities, and intentions.

The Family Love Letter will help you to have sensitive conversations with your family about preserving, protecting, and transferring the legacy you leave behind.

We invite you to join us for an introduction to The Family Love Letter.

Hors d’oeuvres will be served hosted by The Murphy Wealth Consulting Group

 

About our The Murphy Wealth Consulting:


Patricia E.
Murphy
Senior Vice President–Wealth Management Wealth Advisor

Patricia draws from her decades of experience to deliver relevant, timely
information and advice to her clients. Patricia uses a comprehensive approach to wealth management that is designed to address the complexities of her clients’ circumstances. Read More…


Emily Lau, CFP®, ChFC®

Senior Wealth Strategy Associate

Emily strives to show clients that they can have control of their family’s
financial future despite the perceived uncertainty of today’s financial markets. Emily’s objective is to remove clients’ anxiety and bring peace of mind so that they can focus on what’s important in their lives. She does this by providing each client with a personalized financial plan and an executable, clear course of action. Read More…

Joseph Kross
Registered Client Service Associate

Joe’s years of experience in the financial services industry have been focused on providing clients with exceptional service support. Joe is the primary contact for all operational and administrative requests. He assists clients with deposits, disbursements, securities delivery, online access, tax reporting, account paperwork and scheduling appointments. Read More…

About UBS:

With more than 150 years of wealth management expertise at its core, and drawing upon an integrated mix of investment banking and asset management businesses, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for private, corporate and institutional clients worldwide. UBS Financial Advisors are dedicated and passionate
professionals who recognize that financial goals and life goals are uniquely intertwined. Through a comprehensive, yet customized approach, they access the deep resources and wealth management expertise of this firm, and deliver the trusted financial advice clients seek today to confidently move forward.

 

When Where Ribbon

Tuesday, October 27, 2015
 6:30 – 9:00 PM (EDT)
*please note new start time

  


Ubs Financial Services

1285 Avenue of Americas

14th Floor

New York, NY 10019

< Directions


  

Parking:
Parking Garage Available 

 

Dress Code:
Business Casual


Space is limited, kindly RSVP by Friday, October 23rd or sooner!

 


  

Organizer ribbon

Beth Siegmann
events@domesticmanagers.com

(407) 930-8971

 

 

 


  

The Domestic Estate Management Association provides an educational platform for Private Service Professionals nterested in creating a better career.  


Our membership consists of:

Butler, Caretaker, Domestic Couple, Elder Caregiver, Enlisted Aide, Estate Manager, Executive Personal Assistant, Family Office Employee, Household Manager, Houseman, Housekeeper, Major Domo, Nanny, Personal Assistant, Private/Personal Chef, Private Jet Staff, Property Manager and Yacht Crew.