The Zelniker Dorfman Carr & Heritage Group at UBS serves generations of successful families, business owners, athletes, and entertainers nationwide, providing comprehensive wealth management through decades of market experience, access to global resources, and personalized service. Your careful stewardship of family wealth has achieved a well-deserved level of success. Together we will guide this legacy forward, seeking to preserve both your wealth and the intentions and values behind it.

Do not attend this event if you have any of the following: Symptoms of COVID-19 (which may include cough, shortness of breath, chills, muscle pain, headache, sore throat, loss of taste or smell, nausea or vomiting, diarrhea, congestion or runny nose not related to allergies). Fever of 100.4 degrees Fahrenheit (F) or higher. Pending viral test for COVID infection due to symptoms. Diagnosis of COVID infection in the prior 10 days. Close contact to someone with COVID during the prior 14 days.

Important information about brokerage and advisory services.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationship summary, or ask your UBS Financial Advisor for a copy.

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