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Upcoming events

18th Annual Family Forum 2025

Please join us for our 18th Annual Family Forum, a half day of educational sessions tailored for every generation. As we navigate through 2025, there is a bit of uncertainty in what lies ahead. The new presidential regime’s policies are expected to have significant impacts on tariffs, which could influence various sectors of the economy. Additionally, we will discuss the future of the economy, the progression of artificial intelligence, and the importance of cybersecurity. Trillium Partners looks forward to sparking meaningful family wealth conversations, to help ensure you are well-prepared to manage and grow your family’s financial legacy.

Schedule
8:00 – 8:15 a.m. Registration and UBS Opening Remarks
8:15 – 9:00 a.m. Working Breakfast
9:00 – 9:50 a.m. 2025 Halftime Show: What’s Driving the Future of the Economy
10:00 a.m. – 12:00 p.m. Educational Breakout Sessions
12:00 – 12:30 p.m. Working Lunch
12:30 – 1:30 p.m. Fraud and Cybercrime: FBI Insights

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Capital City Club | 53 West Brookhaven Drive Northeast Atlanta, GA 30319

25 July , 20258:00 AM - 2:00 PM Eastern

    The New Fiduciary Rule on Healthcare

    Trillium Partners of UBS is pleased to invite you to join us for a special 2nd edition of the presentation “The New Fiduciary Rule on Healthcare” given by Hugh O’Toole of Innovu.

    We are excited to welcome back Hugh O’Toole, who was the keynote speaker at our 16th Annual Fiduciary Forum hosted in January of this year. His session was one of the highest-rated in the 16-year history of the event. Since January, there have been new litigation and updates in the healthcare fiduciary landscape. Hugh will review his presentation, incorporating these latest developments, and answer questions from the audience.

    Hugh O’Toole's career began with a mission to provide non-profit employers and their employees with institutional investment products, leading to rapid growth at Professional Pensions, Inc. (PPI), which was later acquired by Principal Financial Group. After serving as an executive at Principal and MassMutual, he founded Viability AG LLC to address the financial wellness of employees and its impact on employers. As CEO of Innovu, Hugh focuses on transforming advisor practice models to holistic Human Capital Risk Management through data aggregation, analytics, and behavioral finance.

    Don't miss this timely and informative session on a new rule that is impacting corporate healthcare governance across the country. This is a unique opportunity to gain valuable insights from an industry leader and network with peers

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    Maggiano’s at Perimeter Mall | 4400 Ashford Dunwoody Road Dunwoody, GA 30346

    06 May , 202511:45 AM - 1:30 PM Eastern
    • Hugh O’Toole

    16th Annual Fiduciary Forum

    Trillium Partners invites you to save the date for our upcoming Fiduciary Forum. We look forward to having you join us for a day of educational insights that are catered to retirement plan sponsors & fiduciaries.

    Complimentary breakfast & lunch will be provided.

    For more information, or questions about last year's event, please contact us at trilliumpartners@ubs.com.

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    Capital City Country Club | 53 W Brookhaven Dr NE Atlanta, GA 30319

    31 January , 20258:45 AM - 1:30 PM Eastern

      Pickleball

      Pickleball 101: 8:30 am - 9:30 am
      Open Play: 9:30 am - 11:45 am 
      Lunch: 12:00 pm 

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      Atlanta Athletic Club | 1930 Bobby Jones Drive, Johns Creek, GA 30097

      20 September , 20248:30 AM - 1:00 AM Eastern

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