Event calendar

#1 Rising Gen Summer School: Banking Basics

Summer School! Please join us for our first of three next-gen education classes on Tuesday, June 27th, 2023 at Westwood Country Club. Over the course of the summer, we will host three nights - each targeting a different aspect of personal finance. We're excited to host UBS Wealth Management Banker - Geoff Snyder as our first speaker to discuss the fundamentals of a banking, checking, and credit cards.

Location

Date & time

Speakers

Supporting links

Westwood Country Club - Rocky River, OH

27 June , 20235:00 PM - 7:00 PM Eastern

  • Kevin Ryan, UBS Financial
  • John Ryan, UBS Financial
  • Geoff Snyder, UBS Financial

#2 Rising Gen Summer School: Investing

Summer School! Please join us for our first of three next-gen education classes on Tuesday, July 25th, 2023 at Westwood Country Club. Our second installment of Summer School will focus on investing in the stock market and key conepts to understand before investing. We're excited to host Joe Scarpitti - Sr. Vice Preisdent at Capital Group to help lead the discussion. 

Location

Date & time

Speakers

Supporting links

Westwood Country Club - Rocky River, OH

25 July , 20235:00 PM - 7:00 PM Eastern

  • Kevin Ryan, UBS Financial
  • John Ryan, UBS Financial
  • Joe Scarpitti, Capital Group

#3 Rising Gen Summer School: Personal Finance

Summer School! Please join us for our first of three next-gen education classes on Tuesday, August 22nd, 2023 at Westwood Country Club. Our final session of the summer will look to discuss some key personal finance concept: saving, buying your first car/home, etc. Our team's CERTIFIED FINANCIAL PLANNER™ - John Ryan - will be leading the night's discussion - covering various topics to help prepare the next generation! 

Location

Date & time

Speakers

Supporting links

Westwood Country - Rocky River, OH

22 August , 20235:00 PM - 7:00 PM Eastern

  • John Ryan - UBS