Re: [** UTF-8 charset **] Invitation—Should your goals drive the way you invest (fwd)

[robert <http://dummy.us.eu.org/robert>]

 > From: Noelle <noelle>
 > Date: Fri, 17 Jul 2015 14:32:25 -0700 (PDT)
 >
 > goals based?

Or something.

 >  > From: "UBS Wealth Advice Center" <http://www.ubs.com/~wealthadvicecenter>
 >  > Date: Thu, 16 Jul 2015 21:10:51 -0500
 >  > 
 >  > It's common for people to invest based on their risk-tolerance. But is
 >  > there another way? Lately, a strategy known as goals-based wealth
 >  > management has been gaining attention. This approach seeks to maximize
 >  > the potential of achieving specific goals, instead of simply trying to
 >  > beat the markets.
 >  > 
 >  > We invite you to learn more by dialing in for an engaging discussion
 >  > with Michael Crook, Head of Portfolio & Planning Research, CIO of
 >  > Wealth Management US, led by David McWilliams, Head of UBS Wealth
 >  > Management Transformation. Michael will explain:
 >  > 
 >  > â?¢	 How to build a portfolio based on your goals and objectivesâ??a
 >  > framework for bucketing based on liquidity, longevity and legacy	
 >  > â?¢	 How goals-based investing can help you avoid common behavioral
 >  > pitfalls and stay focused on your wealth strategy	
 >  > â?¢	 How developing goals and communicating them can expand the
 >  > conversation while improving your probability of success 	
 >  > 
 >  > Take advantage of this great conversation. And call us if you have
 >  > questions. Weâ??re here to provide what you need most: "Advice. Beyond
 >  > investing." If you have any questions, please donâ??t hesitate to call
 >  > the UBS Wealth Advice Center to speak with a Financial Advisor at
 >  > 877-827-7870, Monday â?? Friday from 8:30 a.m. â?? 7:30 p.m., ET. 
 >  > 	
 >  > UBS Wealth Advice Center
 >  > 1000 Harbor Boulevard
 >  > Weehawken, NJ 07086
 >  > 877-827-7870
 >  > 
 >  > A wealth strategy for achieving your goals
 >  > Wednesday, July 22
 >  > 4:15 â?? 4:45 p.m., ET.
 >  > Dial-in: 888-637-7705