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Event calendar

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

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Zoom Webinar

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

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

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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

P&G 2024 STAR Election

At Procter & Gamble, you’re given the unique ability to choose how you receive your variable compensation awards, such as STAR and LTIP.

With a strategy aligned to your family’s goals, these decisions can significantly impact your wealth creation over time.

 We are here to partner with you

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

• Learn how to align your STAR and LTIP elections with your short and long-term financial goals
• Hear insights from our three decades of helping your colleagues navigate these elections in different market environments
• Apply a multi-step election framework based on your needs and goals

2 sessions available

NOON ET: RSVP HERE

5:30pm ET: RSVP HERE



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Webinar

07 November , 20245:30 PM - 6:00 PM Eastern
  • FTB Financial Services

Retirement N.O.W: Needs. Opportunities. Worries.

Taking the time to plan for your life after P&G is important but can be clouded by confusion and worry. Let’s address that NOW.
This 30-minute webinar will provide an overview as you begin your retirement journey.

Needs:
– Financial Planning basics
– Retirement planning timeline and action steps

Opportunities:
– Strategies for your Profit Sharing Trust (PST) and Savings Plan

Worries:
– Money management in retirement
– How you can address your worries


2 Sessions available: 

RSVP Noon session

RSVP 5pm Session

Location

Date & time

Speakers

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Zoom Webinar

19 September , 20245:00 PM - 5:30 PM Eastern
  • John Whedon, CFP®, CRPC
  • Brian Torbeck, CFA

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