Kenwood Wealth Management
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Event calendar

The Markets, Economy & 2025 Outlook

Please join us for a panel discussion with…

Location

Date & time

Speakers

Supporting links

Kenwood County Club, 6501 Kenwood Rd., Cincinnati, OH 45243

27 February , 20255:30 PM - 7:00 PM Eastern
  • Jeremy Zirin, Snr. Portfolio Manager, Head of the US Equity Team, UBS
  • Will Collins-Dean, Snr. Portfolio Manager & VP at Dimensional Fund Advisors
  • Andrew Dempsey, Executive Director, Market Executive, UBS

Health Care and Retirement

Many investors are concerned about post-retirement healthcare costs. We agree that this is an important consideration in retirement. Studies show that a 65 year old couple may need to spend between 10-30% of their retirement expenses on healthcare. 1 Estimates show that healthcare costs grow at an average of 5-9% per year. 1  You should expect that your overall healthcare costs may increase twice as fast as other costs in retirement. 1 By planning for these growing healthcare costs early you will be better prepared to pay for future medical costs. 1

Location

Date & time

Speakers

Supporting links

Kenwood Country Club, 6501 Kenwood Rd., Cincinnati, OH 45243

05 September , 20245:30 PM - 7:00 PM Eastern
  • Julia Fuentes, CIMA, WMS, Financial Planning Strategist, Vanguard

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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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