The Barry Wealth Consulting Group
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Upcoming events

Virtual Market Outlook

Please join us for a timely and informative virtual discussion with Andy Burish and Jason Maas, our strategic partners, from The Burish Group at UBS. They will share our perspectives on the current market, environment and how to position your portfolio for the year ahead.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

08 August, 202410:00 AM - 10:30 AM
  • Andrew Burish, Managing Director, The Burish Group at UBS
  • Jason Maas, Managing Director - Wealth Management and Senior Portfolio Manager, The Burish Group at UBS

Register here

Webinar Series: Is homeownership right for you and how do you get there?

There is 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

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Speakers

Supporting links

Zoom Webinar

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

Register here

Webinar Series: Four steps to making the most of market volatility

Market volatility can make us feel uncertain about the future, but it also presents a lot of opportunities. In this webinar, we'll be discussing what's behind market volatility and how you, as an investor, can take advantage of it. 

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Zoom Webinar

23 August, 202410:00 AM - 10:30 AM
  • Mike Saunders, First Vice President - Wealth Management, The Burish Group at UBS

Register here

Webinar Series: Helping you pursue what matters most (UBS Wealth Way)

UBS Wealth Way can help provide a positive impact on your life and the people and causes you care about most. Because wealth isn’t about money. It’s about what it can accomplish: expressing your values, supporting the things you care about, and ultimately, living a life you’re proud to lead.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

27 August, 202411:00 AM - 11:30 AM
  • Anna Burish, First Vice President - Wealth Management, The Burish Group at UBS

Register here

Webinar 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
  • Carson Goff, Client Associate, The Burish Group at UBS

Register here

Webinar Series: Making the most of your retirement accounts

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

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Supporting links

Zoom Webinar

11 September, 20241:00 PM - 1:30 PM
  • Emma Schuster, Planning Specialist, The Burish Group at UBS

Register here

Webinar Series: Tradition, trust and time (Own Your Worth)

We are passionate about empowering women to take their seat at the financial table. We will share the latest UBS research as well as implications of the findings and some potential ideas and solutions for taking a more active role in your financial life-regardless of your current level of involvement.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

12 September, 202410:00 AM - 10:30 AM
  • Tasha Bremel, Vice President - Wealth Management, The Burish Group at UBS

Register here

Webinar Series: A framework to help you accomplish your goals (UBS Wealth Way)

When it comes to managing your family's wealth and meeting your goals, we recommend using the UBS Wealth Way framework, which helps you to seperate your wealth into three strategies that are designed to meet specific goals, over specific timeframes. Join this session to learn more about UBS Wealth Way and how it can act as a blueprint to help make sure that all your financial decisions are driven by your family's objectives. 

Location

Date & time

Speakers

Supporting links

Zoom Webinar

19 September, 202410:00 AM - 10:30 AM
  • Tasha Bremel, Vice President - Wealth Management, The Burish Group at UBS

Register here

Webinar Series: Pursue what matters most (UBS Wealth Way)

Learn about our wealth management framework—with an approach that can help organize and simplify your financial life in three key strategies. Join us to hear about our process and how you can pursue what matters most—no matter what the markets are doing.

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Speakers

Supporting links

Zoom Webinar

24 September, 202410:00 AM - 10:30 AM
  • Adam Schaller, First Vice President - Wealth Management, The Burish Group at UBS

Register here

Webinar Series: Building bridges and breaking barriers

Our latest research continues to build upon prior findings around how women approach the major financial decisions within their households, while also further exploring the relationship between women, men and money to helping women and men make a change by building bridges and breaking barriers. Join our latest seminar about women and financial well-being by registering with the link below!

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Supporting links

Zoom Webinar

12 July , 202410:00 AM - 10:30 AM
  • Judi Martinez, Financial Advisor, The Burish Group at UBS

Register here

Webinar 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. In this workshop, we will discuss what it means to have financial focus, including 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
  • Peter Loukis, Senior Wealth Strategy Associate, Atsaves/Oddo Financial Group at UBS

Register here

Webinar Series: Structured solutions

Our client’s complex needs drive the solutions we provide. Together, we provide comprehensive strategies and solutions based on an understanding of our clients’ objectives and risk tolerance, and the financial plans we create together. Join us to learn more about our variety of solutions across a wide range of products and platforms, with an emphasis on structured investments.

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Supporting links

Zoom Webinar

28 June , 202410:00 AM - 10:30 AM Central
  • Tim Schneider, Wealth Management Analyst, The Burish Group at UBS

Register here

Webinar Series: A lifetime journey (UBS Wealth Way)

UBS Wealth Way can help provide a positive impact on your life and the people and causes you care about most. Because wealth isn’t about money. It’s about what it can accomplish: expressing your values, supporting the things you care about, and ultimately, living a life you’re proud to lead.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

25 June , 202411:00 AM - 11:30 AM Central
  • Judi Martinez, Financial Advisor, The Burish Group at UBS

Register here

Webinar 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, Client Associate, The Burish Group at UBS

Register here

Webinar Series: Managing inflation with confidence

As much as inflation can be painful at times, some inflation is natural for a healthy economy—making it inevitable. Join us for this seminar to find out a few new things about inflation and more importantly, how you can feel more confident your financial life is prepared for it.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

22 May , 202411:00 AM - 11:30 AM Central
  • Andrew Burish, Managing Director, The Burish Group at UBS

Register here

Webinar Series: Own your worth

We are passionate about empowering women to take their seat at the financial table. We will share the latest UBS research as well as implications of the findings and some potential ideas and solutions for taking a more active role in your financial life-regardless of your current level of involvement.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

14 May , 202410:00 AM - 10:30 AM Central
  • Judi Martinez, Financial Advisor, The Burish Group at UBS

Register here

Virtual Market Outlook

Please join us for a timely and informative virtual discussion with Andy Burish and Jason Maas, our strategic partners, from The Burish Group at UBS. They will share our perspectives on the current market environment and how to position your portfolio for the year ahead.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

09 May , 202410:00 AM - 10:30 AM Central
  • Andrew Burish, Managing Director, The Burish Group at UBS
  • Jason Maas, Managing Director - Wealth Management and Senior Portfolio Manager, The Burish Group at UBS

Register here

Webinar 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

Webinar 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, Client Associate, The Burish Group at UBS

Register here

Webinar Series: Building and refilling the Liquidity strategy

The Liquidity. Longevity. Legacy. framework of investing helps us to build an investment strategy with components that are managed to meet specific goals, which can help you to reduce the role of luck in your financials. Learn how this framework can help to position your portfolio in bear markets.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

18 April , 202411:00 AM - 11:30 AM Central
  • Anna Burish, Financial Advisor, The Burish Group at UBS

Register here

Webinar 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 their importance by discussing 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

Virtual Market Outlook

Please join us for a timely and informative virtual discussion with Andy Burish and Jason Maas from The Burish Group at UBS. They share our perspectives on the current market environment and how to position your portfolio for the remainder of the year.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

19 October , 202312:00 PM - 1:00 PM Central
  • Andrew Burish, Managing Director, The Burish Group at UBS
  • Jason Maas, Managing Director-Wealth Management and Senior Portfolio Manager, The Burish Group at UBS

Register Here

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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.

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