Event calendar

Event Name

Date/Time

Location

Speaker(s)

RSVP

Online Services Training for Beginning Users

Spring/Summer Lunch and Learn Schedule

May 17, 2017
12:00 PM EST - 01:00 PM EST

UBS Financial Services
3601 Rigby Road Suite 500
Miamisburg, OH 45342

Gene Burson
Director
UBS Financial Services

Contact
Candace Walker
937-226-6963
candace.walker@ubs.com
RSVP

Online Services Training for Advanced Users

Spring/Summer Lunch and Learn Schedule

May 30, 2017
12:00 PM EST - 01:00 PM EST

UBS Financial Services
3601 Rigby Road Suite 500
Miamisburg, OH 45342

Gene Burson
Director
UBS Financial Services

Contact
Candace Walker
937-226-6963
candace.walker@ubs.com
RSVP

Insider Tips for End of Life Planning

Spring/Summer Lunch and Learn Schedule

June 21, 2017
12:00 PM EST - 01:00 PM EST

UBS Financial Services
3601 Rigby Road Suite 500
Miamisburg, OH 45342

Lori West
Pre Planning Advisor
Dignity Memorial

Heather Pion
Pre Planning Advisor
Dignity Memorial

Contact
Candace Walker
937-226-6963
candace.walker@ubs.com
RSVP

Financial Strategies for Successful Retirement

September 19, 2017
06:30 PM EST - 08:30 PM EST

University of Dayton
300 College Park
Dayton, OH 45469

The Cornell/Nicholson Team
UBS Financial Services

Contact
Sherry Caldwell
937-226-6585
sherry.caldwell@ubs.com
RSVP

Financial Strategies for Successful Retirement

September 21, 2017
06:30 PM ET - 08:30 PM ET

University of Dayton
300 College Park
Dayton, OH 45469

The Cornell/Nicholson Team
UBS Financial Services

Contact
Sherry Caldwell
937-226-6585
sherry.caldwell@ubs.com
RSVP

Financial Strategies for Successful Retirement

October 23, 2017
06:30 PM EST - 08:30 PM EST

University of Dayton
300 College Park
Dayton, OH 45469

The Cornell/Nicholson Team
UBS Financial Services

Contact
Sherry Caldwell
937-226-6585
sherry.caldwell@ubs.com
RSVP

Financial Strategies for Successful Retirement

October 25, 2017
06:30 PM EST - 08:30 PM EST

University of Dayton
300 College Park
Dayton, OH 45469

The Cornell/Nicholson Team
UBS Financial Services

Contact
Sherry Caldwell
937-226-6585
sherry.caldwell@ubs.com
RSVP