Event calendar

Event Name

Date/Time

Location

Speaker(s)

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

2nd Annual Family Picnic

September 23, 2017
11:00 AM ET - 01:00 PM ET

Owen's Place - Rotary Park
2260 Dayton-Xenia Road
Beavercreek, OH 45434

The Cornell/Nicholson Team

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

Lunch and Learn - Special Needs Estate Planning

October 05, 2017
12:00 PM EST - 01:00 PM EST

UBS Financial Services
3601 Rigby Road
Miamisburg, OH 45342

Brittany O'Diam
Estate Planning Attorney
O'Diam & Stecker Law Group, Inc.

Contact
Candace Walker
937-226-6963
candace.walker@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

Lunch and Learn - Insider Tips for Maximizing Social Security

November 08, 2017
12:00 PM EST - 01:00 PM EST

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

Kevin Hansen, CFP®, CRPC®
Director Business Development
Principal

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