Joe has more than 25 years of experience working in the industry and has been a part of the Calao Wealth Management Group at UBS since 2009. He graduated from Texas A&M University with a BA in Speech Communications. Joe specializes in retirement planning for individuals and corporations. He helps corporations develop, administers retirement plans for businesses and their employees, serves as a fiduciary on retirement plans, helps owners integrate their personal, financial and business goals, as well as help them understand how to transition their businesses.
If you cannot make the event, please let us know by noon on the Friday prior to the event by sending us an to email email@example.com. We can cancel your registration and issue a credit to your account. Please note, credits will not be issued after the deadline, as we pay the venue based on the number of attendees reserved - including no-shows.
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