Description

Do you want to know what to expect from the economy and how it'll impact you as a business owner? Are you wondering what impacts oil, commodities and the broader market? Then join us for an informative discussion with Scott Zelniker, managing director of UBS Financial Services, Inc - Zelniker Dorfman Carr Heritage Group, on how today's geopolitical events impact the global economy.

Scott will discuss and dive into different geopolitical events such as those with Ukraine, the current state of the market, and mid-term elections. You can expect to learn about the current state of the market, how Fed tightening will continue to impact all asset classes and what you can do to best position yourself in the current economic environment, as well as historical context and examples.

Speaker

Scott Zelniker, CRPC,CRPS

UBS Financial Services, Inc-Zelniker Dorfman Carr Heritage Group
Managing Director - Wealth Management, Private Wealth Advisor, Senior Portfolio Manager, Forbes Best-In-State Wealth Advisor, NY 2020 and 2021

Scott focuses on in macro strategic planning, investment oversight, portfolio construction and wealth planning. He also provides solutions to his business-owner clients’ needs with an emphasis on exit strategies and liquidity events, as well as their contributions to overall financial and long-term estate planning strategies.

Scott began his career in financial services at Merrill Lynch in 1992, developing a practice that worked extensively with private business owners. In 2016, Scott and his partner, Peter Dorfman, joined UBS Wealth Management to use the firm’s vast resources to find optimal solutions for their clients. Scott holds the designations of Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist, awarded by the College for Financial Planning. Scott has been named a 2020 and 2021 Best-In-State Wealth Advisor for New York by SHOOK Research and Forbes. He earned an undergraduate degree in finance from Boston University and an M.B.A. in finance and business management from Hofstra University.