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Event calendar

Rising Gen Educational Series: Staying cyber safe

A topic that potentially affects all of us—tune in to learn how cyber crime works and what we can do to stay safe and protect ourselves.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

10 September, 20245:00 PM - 5:30 PM Central
  • Carson Goff, Marketing Manager, The Burish Group at UBS

Register here

Rising Gen Educational Series: Ready to grow: Investing basics

Investing isn’t just about putting money aside for retirement. It is a tool to help you achieve your financial goals, both short-term and long-term. Join us as we cover the basics of investing to help you better understand why it’s so useful and how to get started.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

08 October, 20245:00 PM - 5:30 PM Central
  • Thomas Cooke, Registered Client Associate, The Burish Group at UBS

Register here

Rising Gen Educational Series: Credit scores and reports

Your credit can have a big effect on your financial life. Join us for a workshop on credit scores and reports where we will explore the importance of credit scores and reports, discuss strategies to build and improve credit, and more!

Location

Date & time

Speakers

Supporting links

Zoom Webinar

12 November, 20245:00 PM - 5:30 PM Central
  • Peter Loukis, Senior Wealth Strategy Associate, Atsaves/Oddo Financial Group at UBS

Register here

Rising Gen Educational Series: Debt management

Debt is something millions of people deal with. Learning how to manage debt is one of the most important things a person can do to improve their financial health. We will focus on giving you a realistic perspective about debt, presenting strategies for managing your own debt and supporting you as you consider next steps.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

10 December, 20245:00 PM - 5:30 PM Central
  • Thomas Cooke, Registered Client Associate, The Burish Group at UBS

Register here

Rising Gen Educational Series: Is homeownership right for you and how do you get there?

There’s a lot to know about looking for a home, buying it and then caring for it. In this webinar, we will provide some insights to help you decide if homeownership is right for you, then we’ll review the process of buying a home and exploring the costs associated with homeownership.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

13 August , 20245:00 PM - 5:30 PM Central
  • Peter Loukis, Senior Wealth Strategy Associate, Atsaves/Oddo Financial Group

Register here

Rising Gen Educational Series: How to make sure you're on the best path towards your goals

There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. We’ll talk about what it means to have financial focus and share distractions you should avoid and tips about how to make the most of your strengths.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

09 July , 20245:00 PM - 5:30 PM Central
  • Peter Loukis, Senior Wealth Strategy Associate, Atsaves/Oddo Financial Group at UBS

Register here

Rising Gen Educational Series: Making budgets work

Many of us struggle with savings. Budgeting does not come naturally to everyone, and most people find that it is a lot harder to do than it sounds. In this workshop, we will show you how you can set financial goals, live within your means, and create and stick to a budget.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

11 June , 202410:00 AM - 10:30 AM Central
  • Carson Goff, Marketing Manager, The Burish Group at UBS

Register here

Rising Gen Educational Series: Debt management

Debt is something millions of people deal with. Learning how to manage debt is one of the most important things a person can do to improve their financial health. We will focus on giving you a realistic perspective about debt, presenting strategies for managing your own debt and supporting you as you consider next steps.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

07 May , 202410:00 AM - 10:30 AM Central
  • Peter Loukis, Senior Wealth Strategy Associate, Atsaves/Oddo Financial Group at UBS

Register here

Rising Gen Educational Series: Staying cyber safe

A topic that potentially affects all of us—tune in to learn how cyber crime works and what we can do to stay safe and protect ourselves.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

25 April , 202410:00 AM - 10:30 AM Central
  • Carson Goff, Marketing Manager, The Burish Group at UBS

Register here

Rising Gen Educational Series: Credit scores and reports

Your credit can have a big effect on your financial life. Join us for a workshop on credit scores and reports where we will explore the importance of credit scores and reports, discuss strategies to build and improve credit, and more!

Location

Date & time

Speakers

Supporting links

Zoom Webinar

09 April , 202410:00 AM - 10:30 AM Central
  • Emma Schuster, Financial Advisor and Planning Specialist, The Burish Group at UBS

Register here

Rising Gen Educational Series: Ready to grow: Investing basics

Investing isn’t just about putting money aside for retirement. It is a tool to help you achieve your financial goals, both short-term and long-term. Join us as we cover the basics of investing to help you better understand why it’s so useful and how to get started.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

12 March , 202410:00 AM - 10:30 AM Central
  • Emma Schuster, Financial Advisor and Planning Specialist, The Burish Group at UBS

Register here

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