UBS Financial Wellness Resources

For Support Center-Based Team Members
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Empower Your Future with UBS Financial Wellness

Michaels has partnered with UBS; a global wealth management and banking institution to offer eligible Team Members a wide range of information, guidance and educational support services designed to assist you in navigating your financial journey with confidence.

Whether you’re looking for personalized advice, self-guided tools, or educational events, UBS Financial Wellness can help you with the right tools to manage your money.

Continuing our commitment to your overall well-being, UBS will be offering:

  • Personalized Financial Coaching
  • Digital Tools and Educational Resources
  • Financial Education Webinars

Who's Eligible?

At launch, full-time and part-time Support Center-based Team Members will have access to this benefit from UBS.

Services Offered

Personalized Financial Coaching

Gain clarity and confidence with a complimentary, confidential call with a UBS Financial Coach. These professionals are available to answer your financial questions, review your unique situation, and provide tailored guidance. Whether you need help with budgeting, saving, or planning for the future, UBS Financial Coaches are ready to assist.

To schedule your session, follow the link below or call 888-346-9355.

Digital Tools & Educational Resources

Access a wealth of knowledge through the UBS Financial Wellness digital platform, offering interactive tools, calculators, and content tailored to your personal financial goals. This resource is designed to empower you to take control of your financial future on your own terms.

To get started, you’ll need to register with your Michaels employee ID. You can find that by visiting your profile in Workday. It’s the number next to or under your name.

Financial Education Webinars

Stay informed with our virtual webinar series. Each session will feature UBS Financial Coaches and/or guest speakers discussing essential topics to help you make informed decisions about your finances.

Estate Planning Made Easy

Plan for the future with Trust & Will, a digital estate planning platform that makes it simple to create a comprehensive estate plan from home. You can create a trust, will, or both. When you’re ready to finalize your plan, there is a fee to file your legally binding documents. This fee is discounted 25% for eligible Michaels Team Members.

Nobody wants to imagine their pet getting sick or injured, but when it comes to your pet’s health, it’s best to expect the unexpected. When you enroll in Pet Health Insurance, administered by Wishbone, you will receive a 70% reimbursement on your pet’s veterinary care after meeting the $250 deductible. Protecting your pet’s health and your finances has never been easier!

Wishbone Pet Insurance is accepted at any vet in the U.S., including emergency hospitals. Once you file a claim, you can expect a fast reimbursement via a mailed check.

This benefit will not be set up as a payroll deduction but instead by credit card payment through Wishbone.

Upcoming Webinar

Register for our next webinar on June 24, 2024, at 2 p.m. CT.

During the event, we’ll cover more about your UBS financial wellness benefit and get to know your UBS Financial Coaches. We’ll discuss:

  • Why financial wellness is important.
  • Your UBS Financial Wellness resources.
  • Your Financial Coaches and how they can help.
  • Next steps to get you started.


UBS Financial Wellness

Financial Wellness Resources


Phone: 888-279-3343