InterGen Wealth Partners
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Upcoming events

Artificial Intelligence: Lunch & Learn

Exploring Opportunities and Risks

How can artificial intelligence transform your everyday life? While it may seem straightforward, understanding and leveraging AI can be surprisingly complex.

Join us for an informative Lunch and Learn, led by Terrance Pettorini, to explore the key opportunities and risks associated with AI. Discover how AI can automate repetitive tasks, improve health care through personalized treatment recommendations, and enhance your daily experiences with innovative solutions.

Complimentary lunch will be served for those attending in office.

This lunch and learn will be held in office and virtually on zoom. Register below to receive zoom link.

Location

Date & time

Speakers

Supporting links

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

11 June, 202512:00 PM - 1:00 PM Eastern
  • Terry Pettorini, Senior Regional Advisor Consultant | Asset Management, Columbia Threadneedle Investments

Register here

InterGen Insights: Monthly Livestream

Tuesday, May 13
Hosts: David Prevo & Joshua Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

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

Location

Date & time

Speakers

Supporting links

Virtually on Microsoft Teams

13 May , 202512:00 PM - 12:30 PM Eastern
  • InterGen Wealth Partners

Tune in here

Social Security: Lunch & Learn

When should you start receiving benefits?

What is the best way to receive your Social Security benefits? Compared with other retirement planning considerations, choosing how to take Social Security may seem like an easy decision. In fact, it can be surprisingly complex—and highly personal.

Join us for an informative seminar, led by Adam Peach, CFA® from Capital Group, to learn key considerations as you approach retirement and simple steps that can help maximize your benefits.

Complimentary lunch provided by Capital Group will be served for those attending in office.

Location

Date & time

Speakers

Supporting links

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

16 April , 202512:00 PM - 1:00 PM Eastern
  • Adam Peach, CFA® Vice President, Wealth Management Consultant Capital Group

Register here

InterGen Insights: Monthly Livestream

Tuesday, April 1
Host: James Hyland & Josh Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

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

Location

Date & time

Speakers

Supporting links

Virtually on Microsoft Teams

01 April , 202512:00 PM - 12:30 PM Eastern
  • InterGen Wealth Partners

Tune in here

Women and Wealth: Pop-up Virtual Lunch & Learn

Find your financial confidence at any age 

Today, 85% of women take charge of the day-to-day expenses, yet only 23% take charge of long-term financial decisions. Why is that?

Join us for a pop-up virtual lunch and learn led by Marquette Payton from Janus Henderson who will explore the changing financial lives of women and the concerns they share about money management and investing with confidence.

Location

Date & time

Speakers

Supporting links

Virtually on Microsoft Teams

12 March , 202512:00 PM - 1:00 PM Eastern
  • Marquette Payton, CRPS®, CDFA® Director, Practice Management at Janus Henderson

Register here

InterGen Insights: Monthly Livestream

Tuesday, March 4 
Hosts: Daniel Christie & Josh Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

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

Location

Date & time

Speakers

Supporting links

Virtually on Microsoft Teams

04 March , 202512:00 PM - 12:30 PM Eastern
  • InterGen Wealth Partners

Tune in here

Tax Planning: Lunch & Learn

Maximize your impact through key strategies

Join us for a lunch and learn on the importance of tax planning and learn what key strategies can help make all the difference. Get all your tax questions answered just in time for tax season!

Our guest speaker, Lance Bradstreet, Business Accountant and Tax Consultant from Bradstreet & Company, will cover everything from the benefits of dividend income to understanding capital gains and taxation in retirement.

Complimentary lunch will be served for those attending in office.
This lunch and learn is held in office and virtually on Microsoft Teams. Register below to receive the link.

Location

Date & time

Speakers

Supporting links

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

11 February , 202512:00 PM - 1:00 PM Eastern
  • Lance Bradstreet, Business Accountant & Tax Consultant at Bradstreet & Company, Inc.

InterGen Insights: Monthly Livestream

Tuesday, February 4 
Hosts: Shaun Nicholson & Josh Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

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

Location

Date & time

Speakers

Supporting links

Virtually on Microsoft Teams

04 February , 202512:00 PM - 12:30 PM Eastern
  • InterGen Wealth Partners

Tune in here

InterGen Insights: Monthly Livestream

Helping you navigate the financial landscape

Livestream: Tuesday, January 14 with Brandy Risheill & Josh Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

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

Location

Date & time

Speakers

Supporting links

Virtually on Microsoft Teams

14 January , 202512:00 PM - 12:30 PM Eastern
  • InterGen Wealth Partners

Tune in here

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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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