FTB Financial Services
View FINRA BrokerCheck informationContact us

Event calendar

Navigating your 2025 LTIP Election

What is the smart choice for you?

You are not alone

In a time of economic uncertainty - with P&G restructuring, tariff pressures, and market volatility - it is natural to feel cautious about your election.

We are here to partner with you

Join this 30-minute webinar to help you make a smart choice for your election.

• Exclusive research & insights to help you understand the current market environment

• Framework to understand the future wealth potential in the context of your full financial picture

• A strategic multi-step approach to confidently select what is best for you

Wednesday, August 13
12:00 PM ET

RSVP 12pm Session

Wednesday, August 13
5:00 PM ET

RSVP 5pm Session
 

Location

Date & time

Speakers

Supporting links

Teams Webinar

13 August, 202512:00 PM - 12:30 PM Eastern
  • Krista Keehn, CFP®
  • Ethan Wing

Navigating your 2025 LTIP Election

What is the smart choice for you?

You are not alone

In a time of economic uncertainty - with P&G restructuring, tariff pressures, and market volatility - it is natural to feel cautious about your election.

We are here to partner with you

Join this 30-minute webinar to help you make a smart choice for your election.

• Exclusive research & insights to help you understand the current market environment

• Framework to understand the future wealth potential in the context of your full financial picture

• A strategic multi-step approach to confidently select what is best for you

Wednesday, August 13
12:00 PM ET

RSVP 12pm Session

Wednesday, August 13
5:00 PM ET

RSVP 5pm Session
 

Location

Date & time

Speakers

Supporting links

Teams Webinar

13 August , 202512:00 PM - 12:30 PM Eastern
  • Krista Keehn, CFP®
  • Ethan Wing

P&G Earnings: A Breakdown with UBS Analyst, Peter Grom

Please join us for a post-earnings conversation with UBS Analyst, Peter Grom and FTB's Tim DuMont and Ning Liao.

Don't miss this chance to hear key insights on what the latest earnings report means for you.

Register here

Location

Date & time

Speakers

Supporting links

Teams Webinar

30 July , 202512:00 PM - 12:30 PM Eastern
  • Peter Grom
  • Tim DuMont, CFA
  • Ning Liao, CFA, CPWA®

UBS Online Services

As part of our mission to educate clients and create the best possible client experience, we will be hosting a virtual walk-through of our Online Services (OLS) platform, led by our digital specialist, Gene Burson. Please join us as we review the valuable tools and resources available to you as a UBS client.

Each session will feature 30 minutes of content plus a Q&A at the end. Feel free to join as many sessions as you'd like! 

The Basics
Learn to navigate your Online Services and customize your settings
Tue, March 25, 11am ET:   RSVP
Wed, March 26, 11am ET:   RSVP

Advanced Features
Once you have mastered the basics, dive into the many additional features your Online Services provides
Tue, March 25, 1pm ET:   RSVP
Wed, March 26, 1pm ET:   RSVP

Location

Date & time

Speakers

Supporting links

Zoom Webinar

26 March , 20251:00 PM - 1:45 PM Eastern
  • Gene Burson, UBS Digital Specialist

The Markets, Economy & 2025 Outlook

Thursday, February 27, 2025
5:30 p.m. – Registration & Refreshments
6:00 p.m. – Program begins
7:00 p.m. – Program ends
Kenwood Country Club
6501 Kenwood Rd., Cincinnati, OH 45243

Complimentary beverages & hors d’oeuvres

RSVP:

Maria Dickert ftb-group@ubs.com

 

Location

Date & time

Speakers

Supporting links

Kenwood Country Club

27 February , 20255:30 PM - 7:00 PM Eastern
  • Jeremy Zirin, CFA®, UBS Asset Management
  • Will Collins-Dean, CFA®, Dimensional Fund Advisors
  • Andrew Dempsey, UBS Market Executive

P&G Earnings: A breakdown with UBS Analyst, Peter Grom

Please join us for a post-earnings conversation with UBS Analyst, Peter Grom and FTB’s Tim Dumont, CFA. Don’t miss this chance to hear key insights on what the latest earnings report means for you.

RSVP for the conference call here

Location

Date & time

Speakers

Supporting links

Conference Call

23 January , 202512:00 PM - 12:30 PM Eastern
  • Peter Grom, US Household and Personal Care Analyst; UBS Research, Americas Equity
  • Tim DuMont, CFA, Managing Director–Wealth Management; UBS | FTB Financial Services

RSVP Here

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2025. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings