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On this episode, Tara talks with Melissa Lilly, Director and Wealth Planning Strategist at UBS, about ways women can take control of their financial planning, including estate planning, caring for aging parents, and planning your finances with your partner.  This episode of Fierce Lab is a follow-up to a previous one with Carey Shuffman, Head of the Women’s Strategic Client Segment at UBS, who detailed the reasons women defer control of their financial decisions.

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This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement

Insurance products are made available by UBS Financial Services Insurance Agency Inc. or other insurance licensed subsidiaries of UBS Financial Services Inc. through third-party unaffiliated insurance companies.

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, and 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 client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. . In providing financial planning services, we may act as a broker-dealer or investment adviser, depending on whether we charge a fee for the service. The nature and scope of the services are detailed in the documents and reports provided to clients as part of the service. Financial planning does not alter or modify in any way a client’s existing account(s) or the terms and conditions of any account agreements they may have with UBS

UBS Financial Services Inc. and Fierce Lab are not affiliated.

UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC

Approval date: 221/2022

Expiration: 2/28/2023

Review Code: IS2200581