Don’t leave money on the table – year end planning opportunities: International Yacht Broker's Association Education Session
The Petika Wealth Management Group Podcast · UBS
November 26, 202529m 43s
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Show Notes
On this episode, we are joined by Justin Waring, Head of UBS Wealth Way Strategy & Solutions, to discuss year end planning opportunities including: managing capital gains, revisiting retirement contribution strategies, year end giving, and developments that may shape the retirement planning landscape in 2026 and beyond.