Investing in Today's Evolving Financial Markets:

Becoming the CFO of Your Own Retirement

According to our Firm's Manager Research Group, we may currently be in a “sideways” or “range-bound” stock market as defined by the Dow Jones Industrial Average. This represents a consolidation phase of the market---a phase within the market cycle where the stock market may not be substantially be going up or down over an extended period of time. This may be challenging, because investors cannot simply “ride the market” in order to pursue potential returns.

In this workshop, we'll discuss how you can be positioned to work toward your current and long-term financial goals in this type of market environment.

  Topics to be discussed:

Speakers:

Erika Napoletano – Financial Advisor

Jeremy Brock – Financial Advisor

Nick Field – National Director of Separately Managed Accounts

About Your Speakers and UBS Financial Services, Inc.:

Collectively representing almost 40 years of experience in the sales, marketing, and financial services industry, your team from UBS Financial Services looks forward to engaging you in an animated discussion about the current market conditions and how you can position yourself to better achieve your short- and long-term financial goals.

As the world's largest wealth manager, UBS manages over $1.99 trillion in client assets worldwide (as of June 30, 2005). As rated by Euromoney (June 2005), UBS has earned the following distinctions within the Financial Services industry:

Additionally, UBS was ranked by Institutional Investor as #1 in Research and the Top Multi-Manager of Hedge Fund-of-Funds for 2004.

Our Wealth Management Process helps us provide customized strategies based upon your individual investment objectives. Using this process, we can:

We look forward to seeing you on January 24 th !