CenturyPlus Wealth Management Group
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Upcoming events

IRA Planning Mistakes to Avoid

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

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    2025 Market Outlook

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    Online Webinar

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

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      Long Term Care Planning

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      Online Webinar

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

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        Baby Boomers: A Unique Retirement

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        Online Webinar

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

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          Social Security: Planning for Retirement

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          05 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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              Tax Planning

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              Online Webinar

              11 December , 202412:00 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

                20 November , 202412:00 PM - 1:00 PM Eastern

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                  Cybersecurity: Guidelines for outpacing ever-evolving cyber threats

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                  Online Webinar

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

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                    Healthcare: Planning for Retirement

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                    Online Webinar

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

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                      Baby Boomers: A Unique Retirement

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                      Online Webinar

                      25 September , 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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                          Estate Planning Fundamentals

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                          Online Webinar

                          14 August , 202412:00 PM - 1:00 PM Eastern

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                            529 College Planning

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                            Online Webinar

                            22 May , 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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