CenturyPlus Wealth Management Group
View FINRA BrokerCheck informationContact us

Upcoming events

Principles for a successful retirement

Location

Date & time

Speakers

Supporting links

Online Webinar

17 September, 202512:00 PM - 1:00 PM Eastern

    Please click here to register

    Long Term Care Planning

    Location

    Date & time

    Speakers

    Supporting links

    Online Webinar

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

      Please click here to register

      Healthcare: Planning for Retirement

      Location

      Date & time

      Speakers

      Supporting links

      Online Webinar

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

        Please click here to register

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

        Location

        Date & time

        Speakers

        Supporting links

        Online Webinar

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

          Please click here to register

          UBS Fraud Prevention: Keeping your information safe

          Location

          Date & time

          Speakers

          Supporting links

          Online Webinar

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

            Please click here to register

            Social Security: Planning for Retirement

            Location

            Date & time

            Speakers

            Supporting links

            Online Webinar

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

              Please click here to register

              Baby Boomers: A Unique Retirement

              Location

              Date & time

              Speakers

              Supporting links

              Online Webinar

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

                Please click here to register

                Estate Planning Fundamentals

                Location

                Date & time

                Speakers

                Supporting links

                Online Webinar

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

                  Please click here to register

                  529 College Planning

                  Location

                  Date & time

                  Speakers

                  Supporting links

                  Online Webinar

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

                    Please click here to register

                    Understanding Medicare: The ins and outs of Medicare coverage

                    Location

                    Date & time

                    Speakers

                    Supporting links

                    Online Webinar

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

                      Please click here to register

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

                      Location

                      Date & time

                      Speakers

                      Supporting links

                      Online Webinar

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

                        Please click here to register

                        Baby Boomers: A Unique Retirement

                        Location

                        Date & time

                        Speakers

                        Supporting links

                        Online Webinar

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

                          Please click here to register

                          2025 Market Outlook

                          Location

                          Date & time

                          Speakers

                          Supporting links

                          Online Webinar

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

                            Please click here to register

                            IRA Planning Mistakes to Avoid

                            Location

                            Date & time

                            Speakers

                            Supporting links

                            Online Webinar

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

                              Please click here to register

                              Tax Planning

                              Location

                              Date & time

                              Speakers

                              Supporting links

                              Online Webinar

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

                                Please click here to register

                                Cybersecurity: Guidelines for outpacing ever-evolving cyber threats

                                Location

                                Date & time

                                Speakers

                                Supporting links

                                Online Webinar

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

                                  Please click here to register

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

                                  Location

                                  Date & time

                                  Speakers

                                  Supporting links

                                  Online Webinar

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

                                    Please click here to register

                                    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