Upcoming events

Medicare - What to know before you enroll

Get ready! Medicare's open enrollment starts October 15, 2023.

Join Medicare Certified Insurance Counselor (CIC) Dan Bitler as he demystifies Medicare and readies you to enroll with confidence.

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Virtual - Zoom

25 September, 202312:00 PM - 1:00 PM Eastern

  • Dan Bitler, CIC

Register here!

Financial Strategies for Successful Retirement®

Take charge of your retirement!

Through this four-night series, you’ll learn to assess your current financial situation and develop a personalized plan to reach your retirement goals. The major topics we’ll cover in this comprehensive class include financial basics, retirement income, investments, risk management and estate planning.

Choose one weekday that works best for all your sessions:
Mondays: October 9, 16, 23, and 30
Wednesdays:October 11, 18, 25 and November 1


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University of Dayton - 300 College Park, Dayton, Ohio 45469

09 October, 20236:30 PM - 8:30 PM Eastern

    Register here!

    5 ways technology will change how you age

    We’re living longer, and healthier, than our predecessors thanks to dramatic advancements in health care over the last century. And now, thanks to technological innovations, the way we age is transforming from living longer to living better.

    Join Michael Lynch as he shares fascinating research from the MIT AgeLab that explores a new array of devices and services that can help us stay healthy, active, and engaged as we age.  

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    Zoom

    02 May , 202312:00 PM - 1:00 PM Eastern

    • Michael Lynch - Managing Director, Applied Insights

    Register here

    Market Update

    Join us for a timely discussion with Jeremy Zirin, CFA®, Senior Portfolio Manager, Head of the Private Client US Equity Team with UBS Asset Management, & Will Collins-Dean, CFA®, Senior Portfolio Manager with Dimensional Fund Advisors.

    5:30 p.m. – Registration & Refreshments
    6:00 p.m. –
    Program Begins
    7:00 p.m. – Program Ends

    Complimentary hors d’oeuvres & wine

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    Kenwood Country Club | 6501 Kenwood Road Cincinnati, OH 45243

    10 May , 20235:30 PM - 7:00 PM

    • Jeremy Zirin, CFA®
    • Will Collins-Dean, CFA®
    • Jon Ramey

    Invitation

    CIO House View Monthly Livestream

    Join the Chief Investment Office for a live video conversation on markets the first Thursday of every month. A replay will also be posted to the site the following day. 

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    Video livestream

    06 July , 20231:00 PM - 2:00 PM Eastern

    • UBS CIO

    Join the livestream

    Own Your Worth | Tradition, Trust and Time

    Women continue to make great strides in education, work force participation and career advancement, and they are contributing more to their families’ incomes than ever before.

    Our research revealed that many women, including those who are breadwinners, are less likely than men breadwinners to decide where their earnings go and feel less knowledgeable about investing. We found, however, that women were very clear about their financial priorities, citing a number of long-term planning considerations as highly important.

    At our event, you’ll hear from four accomplished women professionals who will provide insight on their areas of expertise as well as their unique views as women. They will explore family & advisory, longterm planning, the importance of simplifying access to information to minimize the time burden of financial engagement, as well as the latest, compelling statistics on women and finances.

    We hope you can join us!

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    6501 Kenwood Road, Cincinnati, OH 45243

    18 July , 20237:00 PM - 7:30 PM Eastern

    • Carey Shuffman, Executive Director Head Women’s Segment - UBS
    • Heather George, CFP® Senior Strategist Family Advisory & Philanthropy - UBS
    • Brie Williams, VP Head of Practice Management - State Street Global Advisors

    Own Your Worth Research

    Election and policy insights | How will an election year impact your portfolio?

    With 2022 mid-terms in the rearview mirror, all eyes are turning to the 2024 presidential contest. How should you position your portfolio for an election year?

    Join us for a panel discussion moderated by Brian Hull, Vice Chairman Americas with political experts Shane Lieberman, Executive Director, Federal Affairs Manager and Grady Smith, Senior Investment Director and Vice President, Dimensional Fund Advisors. They will share their insights on issues and debates that will shape Washington in 2024 and key financial planning considerations for this type of environment.

    Don’t miss this opportunity to hear their perspective.

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    Hilton Garden Inn - 12000 Innovation Drive Miamisburg, OH 45342

    09 August , 20235:30 PM - 7:15 PM Eastern

    • Brian Hull Managing Director Vice Chair Americas - UBS
    • Shane Lieberman Executive Director Federal Affairs Manager - UBS
    • Grady Smith Senior Investment Director Vice President - Dimensional Fund Advisors LP