This year’s geopolitical and economic turbulence is making long-term planning more important than ever. Join David Peterson, Head of Fidelity Wealth Planning, for this recorded webinar that covers issues such as health care, wealth protection, and estate planning. We answered audience questions as well as provided strategies that can help you:
• Foster meaningful, productive conversations with your family about health care costs
• Prepare for the financial and emotional costs of assisted living or long-term care
• Create a fully integrated plan to help you and your family live fulfilling lives
David is responsible for Fidelity's estate and wealth planning activities, including creation of new thought leadership in these areas. He heads a team of professionals that develops and delivers the depth and breadth of Fidelity's wealth planning offering.
Prior to joining Fidelity, David was managing director and head of Insured Solutions for UBS Wealth Management Americas. He served as chief operating officer of UBS Wealth Planning. David first joined UBS as a senior member of UBS Private Wealth Management, and was involved in the creation of that business for the firm. During his tenure with UBS, he also served as the chairman and president of UBS Life Insurance Company USA, Inc.; the chairman and president of UBS Financial Services Insurance Agency, Inc.; and a board member of UBS Trust Company, N.A.
Prior to joining UBS, David was a director in Merrill Lynch's Private Banking & Investment Group. He joined the firm's International Private Banking business in London and was a key member of the firm's Corporate Strategy unit.