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.
Uncovering Jewish Dayton: A Conversation with Marshall Weiss
Next Gen
44 minutes
6 months ago
Uncovering Jewish Dayton: A Conversation with Marshall Weiss
Dedicating a career to uncovering and preserving the rich history of Jewish life in Dayton, Ohio, Marshall Weiss, Editor and Publisher of The Dayton Jewish Observer, joins Shaun Nicholson, CFP®, Financial Advisor at UBS, for an insightful conversation. Sit back, relax, and listen as they delve into meticulous research and storytelling that highlight the vibrant heritage and significant contributions of the Jewish community in the Miami Valley. Through discussions of Marshall’s acclaimed books and articles, this episode explores the historical narratives that have shaped the community. Whether you are a history enthusiast or simply interested in the heritage of the Jewish community, you won’t want to miss this captivating discussion.
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.