Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
UBS advisor podcasts
17 episodes
2 months ago
Liz DeMontrond from the Young Lockwood Sauer Team at UBS in Houston interviews influential thinkers both inside and outside of the firm. We discuss markets, culture, planning, charity, sports, and overall lifestyle items with a special guest varying in each episode. Our goal with this series is to showcase the team's personality to our listeners and to enlighten with thought-provoking conversations across a diverse set of topics.
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Liz DeMontrond from the Young Lockwood Sauer Team at UBS in Houston interviews influential thinkers both inside and outside of the firm. We discuss markets, culture, planning, charity, sports, and overall lifestyle items with a special guest varying in each episode. Our goal with this series is to showcase the team's personality to our listeners and to enlighten with thought-provoking conversations across a diverse set of topics.
Taking Care of Aging Loved Ones with Debra Phares, UBS Family Advisory & Philanthropy Services
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
27 minutes 36 seconds
2 years ago
Taking Care of Aging Loved Ones with Debra Phares, UBS Family Advisory & Philanthropy Services
Liz DeMontrond and Brittany Steitz have a productive and engaging conversation with Debra Phares, from UBS Family Advisory & Philanthropy Services, on the tough subject of taking care of aging/sick loved ones. While the topic can be uncomfortable to think about, it is something that affects or will affect each of us at some point. Debra, Brittany, and Liz discuss the important things to keep in mind when planning around, communicating about, and charting a course through this season of life.
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
Liz DeMontrond from the Young Lockwood Sauer Team at UBS in Houston interviews influential thinkers both inside and outside of the firm. We discuss markets, culture, planning, charity, sports, and overall lifestyle items with a special guest varying in each episode. Our goal with this series is to showcase the team's personality to our listeners and to enlighten with thought-provoking conversations across a diverse set of topics.
