New Albany Wealth Partners
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Event calendar

Fraud Awareness Series Webinar

For most of us today, using our phones, tablets and laptops to bank, shop and travel has become second nature. It’s convenient, fast and available 24/7. No wonder fraudsters and cyber thieves take advantage of any opportunity to steal your money, data and identity. How can you prevent it?

Join us Wednesday, September 17th at 2:00 PM ET for a Zoom webinar where we'll hear from UBS fraud protection experts and discuss common fraud types, red flags, and prevention best practices.

  

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Zoom Webinar

17 September, 20252:00 PM - 3:00 PM Eastern
  • Stephen Bidwa
  • LaTisha Scott

Click HERE to join

Webinar: Client Education Series

As part of our mission to educate clients and create the best possible client experience, New Albany Wealth Partners will be hosting a virtual walk-through of our Online Services (OLS) platform. Please join us as we take a deeper dive into the tools and reporting available to you as a UBS client.

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Zoom Webinar

06 August , 20252:00 PM - 3:00 PM Eastern
  • Gene Burson: UBS Digital Specialist

Click HERE to join

Webinar: Client Education Series

As part of our mission to educate clients and create the best possible client experience, we will be hosting a virtual walk-through of online resources to ensure tax season is a breeze. Please join us as we review the most efficient methods to review statements, 1099s, tax summaries, and more. 

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Zoom Webinar

05 February , 20252:00 PM - 3:00 PM Eastern
  • Gene Burson: UBS Digital Specialist

Click HERE to join

Webinar: Client Education Series

As part of our mission to educate clients and create the best possible client experience, we will be hosting a virtual walk-through of our Online Services (OLS) platform. This will be the first call in a new series led by our digital specialist, Gene Burson. Please join us as we review the valuable tools and resources available to you as a UBS client.

Location

Date & time

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Supporting links

Zoom Webinar

13 November , 20242:00 PM - 3:00 PM Eastern
  • Gene Burson: UBS Digital Specialist

Click HERE to join

Senior Lifestyle Options for Your Future

Families face a myriad of options when considering Senior Living Communities for themselves or their loved ones. In an effort to better educate you on this important topic, we will be hosting an informative luncheon on Wednesday, October 23rd. We will be presenting with Friendship Village and Lincoln Financial.

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The Fawcett Center at The Ohio State University: 2400 Olentangy River Rd., Columbus, OH 43210

23 October , 202411:30 AM - 1:30 PM Eastern
  • Emily Smith-Conlon
  • Ben Hatch, CLTC©

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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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