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10 events found.

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  • December 2024

  • Tue 24
    December 24, 2024 @ 11:00 am - 12:00 pm

    UFC Bi-Weekly Success Session, Webinar Series

    Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

  • Wed 25
    December 25, 2024 @ 1:00 pm - 2:00 pm

    LIVE Advanced Wealth Webinar

    HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g

  • January 2025

  • Wed 1
    January 1 @ 1:00 pm - 2:00 pm

    UFC Monthly Seminar Masterclass

    First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A

  • Tue 7
    January 7 @ 11:00 am - 12:00 pm

    UFC Bi-Weekly Success Session, Webinar Series

    Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

  • Tue 7
    January 7 @ 11:00 am - 12:00 pm

    Anthem: Suitability updates you need to know

    Click HERE to Register & read more

  • Tue 7
    January 7 @ 1:00 pm - 2:00 pm

    National Life Group: SMALL BUSINESS RETIREMENT PLANS – THE ANSWER TO STATE-MANDATED RETIREMENT PLANS

    Strategies for prospecting and establishing retirement plans for business owners and their employees that comply with new state-mandated rules and that offer tax credits/deductions to business owners.REGISTER

  • Thu 9
    January 9 @ 11:00 am - 12:00 pm

    Athene: Advanced Markets Top 5

    Vice President Jay Kautt, will enlighten you more about the Qualified Charitable Distribution and how it may apply to your clients, Roth conversions (the 5-year rule), Secure Act 2.0. and […]

  • Thu 9
    January 9 @ 11:00 am - 12:00 pm

    Athene: The 2025 IRA revolution: Ed Slott’s guide to turning tax challenges into maximum client value

    Click Here to Register

  • Thu 9
    January 9 @ 2:00 pm - 3:00 pm

    Prudential: Your Bear Market Survival Guide

    Join Timothy Uecker, CIMA, and Managing Director for PGIM Intermediary Distribution, speaks about bear market triggers—what they are, how to recognize them, and why previous events have valuable lessons for […]

  • Tue 14
    January 14 @ 11:00 am - 12:00 pm

    Athene: Social Media 101

    Click Here to Register

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1499 Gulf to Bay Blvd
Suite 100
Clearwater, FL 33755

Email: info@ufc.bz
Office: 727-669-0109
Toll-Free: 800-506-4UFC (4832)
Fax: 727-799-3869

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Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information. FOR AGENT USE ONLY. NOT FOR SOLICITATION OR ADVERTISING TO THE GENERAL PUBLIC. Copyright Universal Financial Consultants 2022

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