Complimentary Financial Planning Session with UBS

Complimentary Financial Planning Session, a $1,000 Value Included with Your GDA Membership

Your GDA membership includes a free introductory financial planning session with UBS—a global leader in wealth management, recognized worldwide for its expertise in helping professionals and families prepare for their financial future. 

 

What to Expect

  1. Financial snapshot – Review income, savings, investments and debt to give you a clear view of your overall financial picture.
  2. Goals & concerns – Talk through your planning and priorities for college, retirement, home ownership and all of life’s stages.
  3. Understanding UBS services – Learn about UBS’s background, areas of expertise, and how they structure their services.
  4. Preview strategies – Discuss an overview of possible approaches for saving, debt management or planning ahead.
  5. No-obligation clarity – Walk away with a better understanding of your financial road ahead and how UBS services can support your journey.

 

Why It Matters

Standalone financial planning sessions often cost $1,000–$10,000. As part of your membership, you receive this valuable opportunity at no extra charge, giving you trusted insight from UBS to help you move forward with confidence.

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