This program gives you access to:
- UBS Financial Coaches: Schedule a confidential call with a UBS Financial Coach who can help answer financial questions, review your personal finances, and offer tailored help and recommendations depending on your situation. Schedule an appointment at a time that is convenient for you (spouses and loved ones are invited too).
- Digital Resources: Access a digital experience that provides tools, calculators and content that you can tailor to your personal financial goals. Register for the portal with your Zuora employee ID number.
- Interactive Events: Invitations to events with UBS Financial Coaches and guest speakers to dive deeper into financial topics.
- Trust & Will: A digital estate planning platform that allows you to create a comprehensive estate plan from anywhere. With an intuitive interface, you can design your plan online in as little as 30 minutes - and enjoy 25% off your first plan.
Enrollment
New hires will be able to access the site approximately one week after their start date. A welcome email will be sent to your Zuora email address during the first week of the month following your start date. However, you can log in before receiving the email.
When logging in, you'll be prompted to enter your Participant ID. This is your ZEO employee ID number, which you can find in your Workday profile.