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Navigating your 2025 LTIP Election

What is the smart choice for you?

You are not alone

In a time of economic uncertainty - with P&G restructuring, tariff pressures, and market volatility - it is natural to feel cautious about your election.

We are here to partner with you

Join this 30-minute webinar to help you make a smart choice for your election.

• Exclusive research & insights to help you understand the current market environment

• Framework to understand the future wealth potential in the context of your full financial picture

• A strategic multi-step approach to confidently select what is best for you

Wednesday, August 13
12:00 PM ET

RSVP 12pm Session

Wednesday, August 13
5:00 PM ET

RSVP 5pm Session
 

Location

Date & time

Speakers

Supporting links

Teams Webinar

13 August, 202512:00 PM - 12:30 PM Eastern
  • Krista Keehn, CFP®
  • Ethan Wing

P&G Earnings: A Breakdown with UBS Analyst, Peter Grom

Please join us for a post-earnings conversation with UBS Analyst, Peter Grom and FTB's Tim DuMont and Ning Liao.

Don't miss this chance to hear key insights on what the latest earnings report means for you.

Register here

Location

Date & time

Speakers

Supporting links

Teams Webinar

30 July , 202512:00 PM - 12:30 PM Eastern
  • Peter Grom
  • Tim DuMont, CFA
  • Ning Liao, CFA, CPWA®

UBS Online Services

As part of our mission to educate clients and create the best possible client experience, we will be hosting a virtual walk-through of our Online Services (OLS) platform, led by our digital specialist, Gene Burson. Please join us as we review the valuable tools and resources available to you as a UBS client.

Each session will feature 30 minutes of content plus a Q&A at the end. Feel free to join as many sessions as you'd like! 

The Basics
Learn to navigate your Online Services and customize your settings
Tue, March 25, 11am ET:   RSVP
Wed, March 26, 11am ET:   RSVP

Advanced Features
Once you have mastered the basics, dive into the many additional features your Online Services provides
Tue, March 25, 1pm ET:   RSVP
Wed, March 26, 1pm ET:   RSVP

Location

Date & time

Speakers

Supporting links

Zoom Webinar

26 March , 20251:00 PM - 1:45 PM Eastern
  • Gene Burson, UBS Digital Specialist

The Markets, Economy & 2025 Outlook

Thursday, February 27, 2025
5:30 p.m. – Registration & Refreshments
6:00 p.m. – Program begins
7:00 p.m. – Program ends
Kenwood Country Club
6501 Kenwood Rd., Cincinnati, OH 45243

Complimentary beverages & hors d’oeuvres

RSVP:

Maria Dickert ftb-group@ubs.com

 

Location

Date & time

Speakers

Supporting links

Kenwood Country Club

27 February , 20255:30 PM - 7:00 PM Eastern
  • Jeremy Zirin, CFA®, UBS Asset Management
  • Will Collins-Dean, CFA®, Dimensional Fund Advisors
  • Andrew Dempsey, UBS Market Executive

P&G Earnings: A breakdown with UBS Analyst, Peter Grom

Please join us for a post-earnings conversation with UBS Analyst, Peter Grom and FTB’s Tim Dumont, CFA. Don’t miss this chance to hear key insights on what the latest earnings report means for you.

RSVP for the conference call here

Location

Date & time

Speakers

Supporting links

Conference Call

23 January , 202512:00 PM - 12:30 PM Eastern
  • Peter Grom, US Household and Personal Care Analyst; UBS Research, Americas Equity
  • Tim DuMont, CFA, Managing Director–Wealth Management; UBS | FTB Financial Services

RSVP Here

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