Summary: This week's Modern Retirement Podcast features one of our Wealth Planning Specialists, Andrea Rothberg, and our Client Philanthropy Specialist, Louisa Oakes. This podcast covers how to be strategic with your charitable giving, and best practices on maximizing your philanthropic goals through your legacy portfolio. UBS Financial Services Inc. and its affiliates do not provide legal or tax advice. Clients should consult with their legal and tax advisors regarding their personal circumstances. In providing wealth management services to clients, we offer both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus. ©UBS 2017. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
