Building Wealth and Planning for Financial Freedom (New York)

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6pm - 8pm EDT Thursday, June 17 2010
UBS, 1285 Avenue of the Americas , New York , NY & via a Webinar
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Submitted by:
BDPA New York on Jun 10, 2010

BDPA-NY - Annual Financial Seminar

Please join BDPA-NY at our June 17 Program Meeting where Cary L. Hall Jr.,  Vice President of Investments/ Wealth Advisor at UBS, will teach financial planning strategies and concepts.

At this must-attend seminar you will learn:

*How to save and invest with confidence for various goals, including
the purchase of a home, funding a child's college education, etc.

*How to invest, including strategies for investment, cash preservation, maintaining a steady flow of income, and investing for growth  

*How to save for retirement and much more

Day:     Thursday, June 17, 2010

Time:    6:00pm - 8:00pm (webinar will begin at 6:30pm)

Location: UBS, 1285 Avenue of the Americas , New York , NY

Link to invite to those attending in person -

Link to the Webinar : 


Speaker's Bio:

Vice President of Investments
Accredited- Wealth Advisor
CLH Group
UBS Financial Services, Inc.

Cary L. Hall Jr. is a Vice President of Investments and an accredited wealth advisor at UBS.  Mr. Hall has over seventeen years experience in the capital markets as a financial advisor for a selective group of high net worth individuals, foundations and business owners.  In 1993, he began his financial practice at Merrill Lynch. He joined UBS/PaineWebber in early 1999, immediately gaining recognition graduating top of his class. He was named a top advisor out of 75 advisors at PaineWebber's Advance Training and Client Management Program. 

Mr. Hall heads up the CLH Group at UBS and has extensive experience in tailoring financial strategies for corporate executives, attorneys, judges, doctors, retirees, professional athletes, entertainers and other private families. He advises his clients on wealth preservation, wealth transfer, portfolio risk and cash management. He also structures and monitors pension plans, profit-sharing and 401K plans. His client base is widespread throughout the United States . 

Mr. Hall received a BA from California State University , Sacramento in Business Management. In 1986, he began a career as a signal officer in the United States Army; serving for fifteen years both on Active Duty and in the Army Reserves where he rose to the rank of Captain.  He was awarded the Army Achievement Medal and the Army Commendation Medal for his exemplary management of satellite, microwave stations and telecommunication centers in Germany .

Mr. Hall is a frequent speaker at universities, organizations and companies across the nation that are both public and private. He lectures on topics such as leadership, networking, financial planning, wealth preservation and investment management strategies. He also serves as a director on the Board of Directors of OHBM, Inc. of New York and the Foundation Board of Phoenix House.




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