The Radius Group
View FINRA BrokerCheck informationContact us

Upcoming events

New Tax Laws, New Planning Opportunities

Recent changes in tax legislation could have a meaningful impact on your financial plan. Join us for an informative session on the newly signed One Big Beautiful Bill Act, where we’ll explore what’s changing—and what it means for you.

Our guest speaker, Lance Bradstreet, a local CPA, will break down the new tax law in practical terms and highlight key planning strategies you may want to consider moving forward.  

Whether you're planning for retirement, managing a business, or just want to stay informed, this session will provide valuable insight into how the new law may affect your financial life.

We hope you can join us.

Location

Date & time

Speakers

Supporting links

Microsoft Teams Webinar

23 September, 202512:00 PM - 1:00 AM Eastern
  • Lance Bradstreet

Register Here!

Fraud Awareness Seminar

Join us for an eye-opening seminar on five common fraud scams and the five essential steps to take if you’ve been targeted. Learn how to protect yourself, spot red flags, and respond with confidence. Don’t miss this opportunity to gain valuable insights and safeguard your wealth.

Moraine Country Club
4075 Southern Blvd.
Dayton, OH 45342

Complimentary lunch will be provided by First Trust Portfolios.

Complimentary valet parking available.

Seating is limited. 

Location

Date & time

Speakers

Supporting links

Moraine Country Club | 4075 Southern Blvd. Dayton, Ohio 45342

25 September, 202511:30 AM - 1:00 PM Eastern
  • Joshua Crosley
  • Stephen Bidwa

Register for this event

Optimizing Nutrition As You Age

How we nourish our bodies in our 40s, 50s, and beyond can shape how we feel, move, and thrive in the decades ahead.

Join us for a special live webinar exploring the science and the everyday strategies behind optimizing nutrition as we age. We’ll look at how dietary needs shift over time, the role of hydration, protein, and supplements, and practical habits that can support long-term energy, strength, and overall well-being.

Our presenter, Brittany Graham, RD, LD/N, is a registered and licensed dietitian with over eight years of experience in the field. She brings a thoughtful, evidence-based perspective to nutrition, with a background in medical nutrition therapy and nutrition coaching. 

Whether you’re navigating changes in your health or simply looking to feel your best in this stage of life, this conversation will offer guidance rooted in both research and real-world experience.

Location

Date & time

Speakers

Supporting links

Microsoft Teams Webinar

06 August , 202512:00 PM - 1:00 PM Eastern
  • Brittany Graham, RD, LD/N

Register here

Unlocking the Power of Social Security

Social Security plays a pivotal role in retirement income—but it’s more complex than it seems. Join us for an engaging and informative conversation where we’ll unpack strategies around timing, taxes, work, and benefits to help you get the most out of what you’ve earned.

We’ll also spend time exploring the newly enacted Social Security Fairness Act, which may provide increased benefits for millions of Americans—especially educators, public employees, and others with mixed employment histories. You’ll leave with greater clarity and actionable insights, whether you’re approaching retirement or advising someone who is.

Let’s make sure Social Security works smarter for your future.

Location

Date & time

Speakers

Supporting links

Microsoft Teams Webinar

15 May , 202512:00 PM - 1:00 PM Eastern
  • Michael Lynch, Managing Director Applied Insights

Click here to register

The Markets, Economy & 2025 Outlook

Uncertain about the markets in the year ahead?

Join us for a special panel discussion where our experts will share insights on key trends, risks, and opportunities to help you make informed decisions.

5:30 p.m. – Registration & Refreshments
6:00 p.m. – Program begins
7:00 p.m. – Program ends

Complimentary beverages & hors d’oeuvres

Location

Date & time

Speakers

Supporting links

6501 Kenwood Road, Cincinnati, Ohio 45243

27 February , 20255:30 PM - 7:00 PM Eastern
  • Jeremy Zirin, CFA®
  • Will Collins-Dean, CFA®
  • Andrew Dempsey

The Family Love Letter®

$84 trillion dollars will move between generations within 25 years. 

Making plans to provide a sound future for your loved ones is an important part of any sound legacy plan. Creating a Family Love Letter can help you with sensitive conversations with your family about preserving, protecting and transferring the legacy you leave behind.

We encourage you to share this invitation to your children or heirs, as it's crucial to involve them in these important discussions about your family's legacy. Together, we can ensure everyone is informed and prepared for the future.

Location

Date & time

Speakers

Supporting links

Microsoft Teams Webinar

18 November , 202412:00 PM - 1:00 PM Eastern
  • Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute

Click here to register

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

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.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2025. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings