Event calendar

Her Legacy, Her Future: Financial Confidence at Every Stage

As women balance competing priorities-building careers, raising families, and
caring for loved ones-it is critical they stay engaged and confident in managing
their financial futures. Despite being more educated and independent than
ever before, many younger women continue to cede financial decision-making
authority at rates similar to prior generations.

This conversation will explore how to recognize and address these patterns,
and how we can support the next generation in maintaining financial
independence, awareness, and confidence.

Please RSVP to fwadvisors@ubs.com by Thursday, July 2 to join us virtually.

Safeguarding Wealth in the Digital Age

As fraud and scam attempts become increasingly common worldwide, Family Wealth Advisors invites you to attend an educational session focused on helping you stay informed and protected. We will discuss key indicators of potential unauthorized account activity, how to recognize red flags, ways to avoid phishing and scam attempts, and cybersecurity best practices to help safeguard your financial assets and personal information. Our in-house cybersecurity team will also discuss the many ways UBS works to keep accounts and assets safe within the firm and ward off threats from bad actors around the world.

Please RSVP by March 13th to join us in person at the office or virtually on Zoom.

A Cause for Cocktails

Please join us for A Cause for Cocktails, a social event where a donation from our team, 
Family Wealth Advisors, will be made to the charity receiving the most votes from you, our guests.