Parham | Deidiker Family Wealth Advisors
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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.

Location

Date & time

Speakers

Supporting links

Virtual | Zoom

09 July, 20264:00 PM - 5:00 PM Central
  • Jana Lisle Parham, CFP®, CPWA®
  • Taryn Simm, CFP®

Invitation

Register for this event

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.

Location

Date & time

Speakers

Supporting links

3102 West End Ave Suite 500 Nashville, TN 37203 or via Zoom

26 March , 20264:00 PM - 5:00 PM Central
  • Stephen Bidwa, Banking Fraud Protection Lead, UBS Financial Services Inc.
  • Keith Koval, Head, GWM Banking US Fraud, UBS Financial Services Inc.

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.

Location

Date & time

Speakers

Supporting links

21 October , 20255:00 PM - 7:00 PM Central
  • Jana Lisle Parham, CFP®, CPWA®
  • Nick Deidiker, CFP®, CSRIC®

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AWAY—As We Age Yoga - August

Aging is inevitable. Studies have shown that yoga has positive effects on both the body and the mind as we age. Unlike many physical activities, a yoga practice can continue to grow and adapt throughout one’s lifetime. Please join us for one or both of the AWAY sessions! No prior yoga experience is required.

Jana Lisle Parham is a Certified Yoga Instructor and will lead the group.

Location

Date & time

Speakers

Supporting links

Sanctuary for Yoga 21 White Bridge Road, Suite 210 Nashville, TN 37205

02 August , 20253:00 PM - 5:00 PM Eastern
  • Jana Lisle Parham, CFP®, CIMA®, CPWA®, CEPA® Managing Director–Wealth Management Private Wealth Advisor

AWAY—As We Age Yoga - July

Aging is inevitable. Studies have shown that yoga has positive effects on both the body and the mind as we age. Unlike many physical activities, a yoga practice can continue to grow and adapt throughout one’s lifetime. Please join us for one or both of the AWAY sessions! No prior yoga experience is required.

Jana Lisle Parham is a Certified Yoga Instructor and will lead the group.

Location

Date & time

Speakers

Supporting links

Sanctuary for Yoga 21 White Bridge Road, Suite 210 Nashville, TN 37205

17 July , 20253:00 PM - 5:00 PM Eastern
  • Jana Lisle Parham, CFP®, CIMA®, CPWA®, CEPA® Managing Director–Wealth Management Private Wealth Advisor

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