InterGen Wealth Partners
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InterGen Insights: Monthly Livestream

Helping you navigate the world of finance

We invite you to join us for an exclusive monthly livestream where one of our seasoned financial advisors discuss the latest market trends, economic forecasts and key questions that are on investors minds.

Mark your calendars! Don't miss this opportunity to stay informed as we delve into the world of finance.

Tuesday April 2, May 14 & June 4

Livestream will not allow for questions and will not be recorded.

Location

Date & time

Speakers

Supporting links

Virtually on zoom

14 May, 202412:00 PM - 12:30 PM Eastern
  • InterGen Wealth Partners

Tune in here

Lunch & Learn - Savings Plans

Unlock a world of possibilities with a savings plan

Saving for an education makes sense wherever you are in life. Whether you have toddlers, teenagers, grandchildren — or even higher education in mind for yourself — one thing is certain: A college education is one of the most significant investments you and your family will make.

Join Adam Peach, Vice President at Capital Group as he separates fact from fiction and helps to clear up any misconceptions about college savings plans.

Complimentary lunch will be served for those attending in office. Seating is limited.

Location

Date & time

Speakers

Supporting links

UBS Financial Services Inc., 3601 Rigby Road Suite 500 Miamisburg, OH 45342

09 April , 202412:00 PM - 1:00 PM Eastern
  • Adam Peach, CFA®, Vice President Wealth Management Consultant at Capital Group

Join via zoom

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