Come along with us as we embark on a journey to educate the Next Gen. This educational series hosted by InterGen Wealth Partners at UBS was started with the goal in mind to provide further education to families throughout their family tree. With decades of industry experience and an extensive professional network we will explore the importance of financial planning and bring you important tips that will get you focused on achieving your long-term goals. Whether your just getting started on your financial path or taking the road to retirement, this podcast will be your ultimate tour guide.
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Come along with us as we embark on a journey to educate the Next Gen. This educational series hosted by InterGen Wealth Partners at UBS was started with the goal in mind to provide further education to families throughout their family tree. With decades of industry experience and an extensive professional network we will explore the importance of financial planning and bring you important tips that will get you focused on achieving your long-term goals. Whether your just getting started on your financial path or taking the road to retirement, this podcast will be your ultimate tour guide.
Join Brandy Risheill,CFP®, CDFA®, Financial Advisor at UBS as she sits down with Lauren Gay, Certified Sommelier and owner of Joui Wine in Dayton, Ohio, for an inspiring episode. Lauren shares her journey from a passionate wine enthusiast to a successful business owner, highlighting the innovative and community-focused approach that sets Joui Wine apart. Discover the challenges she has overcome, the sustainable practices she champions, and her vision for the future.
Next Gen
Come along with us as we embark on a journey to educate the Next Gen. This educational series hosted by InterGen Wealth Partners at UBS was started with the goal in mind to provide further education to families throughout their family tree. With decades of industry experience and an extensive professional network we will explore the importance of financial planning and bring you important tips that will get you focused on achieving your long-term goals. Whether your just getting started on your financial path or taking the road to retirement, this podcast will be your ultimate tour guide.
