Retirement planning is about more than money.
Join us for The Freedom Paradox, a thought-provoking webinar that explores the psychological side of retirement and the enduring human need to matter. Guests will discover how identity, relationships and purpose form a ‘‘psychological portfolio’’ that can support a more meaningful next chapter, along with practical steps for strengthening each area
The webinar also provides practical ways to clarify identity, deepen relationships, explore new passions, find meaningful opportunities, and overcome common retirement roadblocks such as unrealistic expectations or a lack of structure.
Guests will leave with a more complete framework for preparing not simply to retire, but to remain connected, purposeful, and engaged.
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02 October , 20261:00 PM - 2:00 PM Eastern |
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Retirement planning is about more than money.
Join us for The Freedom Paradox, a thought-provoking webinar that explores the psychological side of retirement and the enduring human need to matter.
Guests will discover how to clarify identity, relationships, and purpose through a "psychological portfolio" that can support a more meaningful next chapter, along with practical steps for strengthening each area.
This webinar also provides practical ways to clarify identity, deepen relationships, explore new passions, find meaningful opportunities, and overcome common retirement roadblocks such as unrealistic expectations or a lack of structure.
Guests will leave with a more complete framework for preparing not simply to retire, but to remain connected, purposeful, and engaged.
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24 September , 202610:00 AM - 11:00 AM Eastern |
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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.| Location |
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Provided upon registration |
16 September , 202611:30 AM - 1:00 PM Eastern |
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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 |
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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 |
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