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Upcoming events

Women on Purpose: Values, Money & Intention

There is a meaningful shift taking place.

More women are leading the conversations that shape wealth, family, philanthropy, and legacy. Some are doing so from the boardroom. Some through entrepreneurship. Others by guiding the values and charitable decisions of their families.

And increasingly, women are asking a deeper question:

What can this make possible?

UBS invites you to join a select group of women for Women on Purpose: Values, Money & Intention, an intimate luncheon conversation exploring the role women play in wealth, philanthropy, and community impact, including perspectives from the Community Foundation for Greater Atlanta.

This gathering is rooted in a simple idea: wealth is no longer viewed solely as something to preserve or pass down. For many women, it is a tool for choice, confidence, and meaningful change.

Across Atlanta, women are building businesses, guiding families, supporting causes they care deeply about and thinking intentionally about the legacy they hope to leave behind.

Women on Purpose was created for those women.

Together, we'll explore how values shape the way we build wealth, support the causes we care about and define our legacy.

We hope you'll join us for a thoughtful lunch, engaging conversation, and the opportunity to connect with a select group of women from across Atlanta.

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Provided upon registration

16 September, 202611:30 AM - 1:00 PM Eastern
  • Laura W. Wellon - Private Wealth Advisor, UBS Financial Services Inc.
  • Amanda Rubin - Philanthropic Officer, Community Foundation for Greater Atlanta
  • Scarlet Pressley-Brown, PhD - Chief Executive Officer, Sincerely Scarlet, LLC

Register for this event

19th Annual Family Forum

Please join us for our 19th Annual Family Forum, a half day of educational sessions thoughtfully designed for multi generational families.

In a time when global events, evolving trade relationships and shifting economic conditions continue to shape the world around us, families are navigating important conversations about continuity, leadership and long term opportunity. This year’s Family Forum will focus on the forces influencing the global economy today, alongside the growing importance of leadership, ownership and wealth transitions as the next wave of retirement and business succession unfolds worldwide.

Trillium Partners looks forward to bringing families together for informed dialogue and perspective to help support continuity, stewardship and the enduring strength of your family’s financial legacy.

Complimentary parking, breakfast and lunch will be provided.

Schedule
8:00 – 8:15 a.m. Registration and UBS Opening Remarks
8:15 – 9:00 a.m. Breakfast
9:00 – 10:00 a.m. Morning Keynote: 2026 Halftime Show: Markets, Momentum, and What’s Next
10:00 a.m. – 12:00 p.m. Educational Breakout Sessions
12:00 – 12:45 p.m. Lunch
12:45 – 1:30 p.m. Afternoon Keynote: Charting Disruption—Artificial Intelligence

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Atlanta, GA - Buckhead

31 July , 20268:00 AM - 1:30 PM Eastern

    17th Annual Fiduciary Forum

    Join us for the 17th Annual Fiduciary Forum, hosted by the Trillium Partners team at UBS, a half-day dedicated to empowering fiduciaries and retirement plan sponsors.

    Expect two dynamic keynote presentations, breakout sessions for deeper learning, and peer-sharing opportunities to exchange best practices and build valuable connections.

    Enjoy complimentary breakfast and lunch while gaining insights into fiduciary responsibilities, industry trends, and strategies that drive better outcomes.

    We look forward to being together very soon for a day filled with fiduciary knowledge and networking, and we would love for you to be a part of it.

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    The Whitley | 3434 Peachtree Rd NE Atlanta, GA 30326

    30 January , 20268:00 AM - 1:45 PM Eastern

      Decrypting Digital Assets: Understanding the basics of the evolving crypto ecosystem

      The Trillium Partners team is delighted to invite you to a educational webinar meant to breakdown a very complex topic that has been making headlines this year.

      As the digital asset landscape continues to evolve at a rapid pace, we recognize the importance of empowering our clients with clear, unbiased, and foundational knowledge. This session is designed to demystify digital assets, beginning with the basics and building toward a deeper understanding of their role in today’s financial markets.

      Our speaker, Sam Konigsberg brings over 15 years of experience at BlackRock, where he leads a team specializing in portfolio strategy, practice management, and investment consulting across all investment vehicles—including ETFs, mutual funds, SMAs, private markets, options, direct indexing, and digital assets. He holds the Certified Investment Management Analyst (CIMA) designation from the Wharton School of the University of Pennsylvania, a Certificate in Blockchain and Digital Assets (CBDA), and is a member of the Investments & Wealth Institute. Mr. Konigsberg earned his bachelor’s degree in business administration with a concentration in finance from the University of Georgia.

      What You Will Learn:

      What are Digital Assets?
      An introduction to digital assets, and the underlying blockchain technology that powers them.

      How Does Digital Assets Work?
      A step-by-step explanation of how blockchains can operate as decentralized, global, and censorship-resistant asset, including the mechanics of blockchain, mining, and transaction validation.

      Why Are Digital Assets Relevant Today?
      Insights into why digital assets are gaining traction globally, their potential as a monetary alternative, and their place among traditional asset classes.

      Key Considerations for Investors:
      Discussion of volatility, portfolio diversification, and the practicalities of gaining exposure to digital assets through exchange-traded products.

      Risks and Regulatory Considerations:
      A transparent overview of the risks, regulatory landscape, and important factors to consider before investing.

      This webinar is ideal for individuals who are curious about digital assets but may feel overwhelmed by the complexity of the space. Our goal is to provide clarity, context, and confidence as you navigate this emerging area of finance.

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      Online webinar

      24 October , 202510:00 AM - 11:00 AM
      • Samuel Konigsberg, Director, Market Leader US Wealth Advisory, BlackRock

      AI Demystified: A woman’s guide to the future

      Join us for an exclusive gathering of visionary women at the forefront of innovation, leadership, and transformation. AI Demystified: A woman’s guide to the future is designed to inspire and equip executive and affluent women with the tools to lead confidently in the age of artificial intelligence.

      Alicia Lyttle is a AI strategist, entrepreneur, and TEDx speaker with over two decades of experience at the intersection of artificial intelligence, digital transformation, and business innovation. As the CEO of AI InnoVision, she helps organizations harness AI-powered automation, drive innovation, and scale impact across industries including finance, healthcare, government, and entrepreneurship. She has spoken at events and conferences across the United States, the Caribbean, Europe, Asia, Africa, and the Middle East, sharing her knowledge on AI’s role in reshaping industries.

      At this event, Alicia will demonstrate a curated selection of AI tools that are transforming how businesses operate—giving attendees a hands-on look at how these technologies can be leveraged for growth, efficiency, and impact.

      Whether you’re leading a company, launching a venture, or exploring how AI can elevate your impact, this is your opportunity to connect, learn, and lead with purpose.

      Seats are limited. Reserve your place among a powerful network of women shaping the future.

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      Two Alliance Center | 4th Floor Conference Center

      09 September , 202511:30 AM - 1:30 PM Eastern

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        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.

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