InterGen Wealth Partners
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InterGen Insights: Monthly Livestream

Helping you navigate the financial landscape

Livestream: Tuesday, August 6 with Daniel Christie

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.

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

Location

Date & time

Speakers

Supporting links

Virtually on zoom

06 August, 202412:00 PM - 12:30 PM Eastern
  • InterGen Wealth Partners

Tune in here

Long-Term Care: Lunch & Learn

Develop a plan for Long-Term Care
Preserve your retirement and legacy

Join us for an informative lunch and learn on long-term care. Our guest speaker, Ben Hatch with MoneyGuard, will address how to develop a plan should you, your spouse or an elderly dependent face an extended illness.

We will discuss how long-term care strategies and various funding options can help ease your concerns for maintaining your retirement lifestyle and safeguarding the assets you wish to pass on to the next generation.

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

24 July , 202412:00 PM - 1:00 PM Eastern
  • Ben Hatch, CLTC®, Regional Marketing Director at MoneyGuard

InterGen Insights: Monthly Livestream

Helping you navigate the financial landscape

Livestream: Tuesday, July 2 with Jim Hyland

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.

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

Location

Date & time

Speakers

Supporting links

Virtually on zoom

02 July , 202412:00 PM - 12:30 PM Eastern
  • InterGen Wealth Partners

Tune in here

Washington Update: Lunch & Learn

What's next on the road ahead?

Get behind the latest updates from Washington with Elizabeth Varley, the representative of federal legislative and regulatory interests at Colombia Threadneedle. Listen as she guides us down the road of this election year to see what trends are emerging and what to watch out for in the months to come.

This lunch and learn will be held via zoom only 

Location

Date & time

Speakers

Supporting links

Virtually on zoom

26 June , 202412:00 PM - 1:00 PM Eastern
  • Elizabeth Varley - Senior Vice President at Columbia Threadneedle - Federal Government Affairs Office

Click here to join

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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