CenturyPlus Wealth Management Group
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Upcoming events

Baby Boomers: A Unique Retirement

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16 July, 202512:00 PM - 1:00 PM Eastern

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    Social Security: Planning for Retirement

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    30 July, 202512:00 PM - 1:00 PM Eastern

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      Estate Planning Fundamentals

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      20 August, 202512:00 PM - 1:00 PM Eastern

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        Long Term Care Planning

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        Online Webinar

        01 October, 202512:00 PM - 1:00 PM Eastern

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          Healthcare: Planning for Retirement

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          11 June , 202512:00 PM - 1:00 PM Eastern

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            The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire

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            Online Webinar

            21 May , 202512:00 PM - 1:00 PM Eastern

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              529 College Planning

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              14 May , 202512:00 PM - 1:00 PM Eastern

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                Understanding Medicare: The ins and outs of Medicare coverage

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                Online Webinar

                26 March , 202512:00 PM - 1:00 PM Eastern

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                  The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire

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                  Online Webinar

                  12 March , 202512:00 PM - 1:00 PM Eastern

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                    Baby Boomers: A Unique Retirement

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                    Online Webinar

                    19 February , 202512:00 PM - 1:00 PM Eastern

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                      2025 Market Outlook

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                      29 January , 202512:00 PM - 1:00 PM Eastern

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                        IRA Planning Mistakes to Avoid

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                        08 January , 202512:00 PM - 1:00 PM Eastern

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                          Tax Planning

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                          Online Webinar

                          11 December , 202412:00 PM - 1:00 PM Eastern

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                            Cybersecurity: Guidelines for outpacing ever-evolving cyber threats

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                            09 October , 202412:00 PM - 1:00 PM Eastern

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                              Election 2024: A review of U.S. presidential elections

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                              Online Webinar

                              11 September , 202412:00 PM - 1:00 PM Eastern

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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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