Custom Wealth Management Group
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Event calendar

6 Barriers to Investment Success 12PM

Investing can be very emotional. Please join us for a discussion on better understanding behavior finance and it's potential impact on wealth creation and your retirement. Zoom link to follow once registered.

Location

Date & time

Speakers

Supporting links

Zoom Meeting

05 June , 202512:00 PM - 12:45 PM Eastern
  • Michael Haberman, UBS
  • John Nesnay, Franklin Templeton

6 Barriers to Investment Success 4PM

Investing can be very emotional. Please join us for a discussion on better understanding behavior finance and it's potential impact on wealth creation and your retirement. Zoom link to follow once registered.

Location

Date & time

Speakers

Supporting links

Zoom Meeting

05 June , 20254:00 PM - 4:45 PM Eastern
  • Michael Haberman, UBS
  • John Nesnay, Franklin Templeton

Social Security: Preparing for Retirement 11AM

Social Security claiming strategies can be complex. Please join us for a discussion on important claiming considerations as they relate to your plans for retirement. Zoom link to follow once registered

Location

Date & time

Speakers

Supporting links

Zoom Meeting

30 October , 202411:00 AM - 11:45 AM Eastern
  • Michael Haberman, UBS
  • Graham Kimmerer, MFS

Social Security: Preparing for Retirement 4PM

Social Security claiming strategies can be complex. Please join us for a discussion on important claiming considerations as they relate to your plans for retirement. Zoom link to follow once registered

Location

Date & time

Speakers

Supporting links

Zoom Meeting

30 October , 20244:00 PM - 4:45 PM Eastern
  • Michael Haberman, UBS
  • Graham Kimmerer, MFS

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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.

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