The Radius Group
View FINRA BrokerCheck informationContact us

Upcoming events

Lunch and Learn: Unlocking Digital Solutions

At The Radius Group, our goal is to continuously enhance our digital products and services, providing you with a comprehensive view of your wealth and a convenient way to manage your finances. We invite you to join us for an afternoon dedicated to exploring our digital capabilities, tailored for both beginners and experienced users.

Session 1: Getting Started with UBS Online Service

12:00 – 1:00 PM

If you're new to UBS Online Services, this session is for you! Learn how to:

  • View your holdings and activity
  • Download statements and tax documents
  • Access tailored insights
  • Get a clearer view of your wealth with My Total Picture

Session 2: Maximizing UBS Online Services

1:00 – 2:00 PM

In this session, we’ll demonstrate features designed for quick and efficient transactions. Discover how to use:

  • Mobile Check Deposit
  • Electronic Funds Transfer
  • Bill Pay
  • Zelle®
  • Utilize eSignature

Feel free to attend one or both sessions!

Lunch will be provided. 

Location

Date & time

Speakers

Supporting links

3601 Rigby Road Suite 500, Dayton Ohio 45342

10 September, 202412:00 PM - 2:00 PM Eastern
  • Gene Burson - Digital Specialist

Register for this event

Cybersecurity: Strengthening your digital defense

In today's digital landscape, safeguarding your online presence and protecting your digital assets has never been more crucial. With cyber threats constantly evolving, it's essential to stay ahead of the curve.

Join us for an insightful session where we will share practical strategies and best practices to enhance your cyber security resilience. From understanding the importance of dual-factor authentication to safeguarding your home network and devices, we'll cover essential topics to help you navigate the digital world securely.

Location

Date & time

Speakers

Supporting links

Virtual - Microsoft Teams

01 May , 202412:00 PM - 1:00 PM Eastern
  • Dr. Chris Pierson, Founder & CEO BLACKCLOAK

Register here

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.

Location

Date & time

Speakers

Supporting links

Virtual - Zoom

25 September , 202312:00 PM - 1:00 PM Eastern
  • Dan Bitler, CIC

Register here!

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 1998-2024. All rights reserved.