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Estate Planning and Florida Residency Luncheon

Join to learn key estate planning concepts

Presented by UBS Wealth Management February 3, 2026

Tuesday, Mar. 17th

11:30 AM
UBS Financial Services
Sarasota City Center
1819 Main Street, Suite 900
COMPLIMENTARY LUNCH Catered by Meditarraneo

Thursday, Mar. 19th

11:30 AM
UBS Financial Services
Sarasota City Center
1819 Main Street, Suite 900
COMPLIMENTARY LUNCH
Catered by Meditarraneo

Speaker

David B. Heedy,
Attorney, Partner,
Shumaker, Loop & Kendrick, LLP

Hosted By

Brian J. Mariash, AAMS™, CIMA®
Managing Director – Private Wealth Management Financial Advisor
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