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10 events found.

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  • June 2025

  • Wed 4
    June 4 @ 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

  • Wed 4
    June 4 @ 3:00 pm - 4:00 pm

    Tom Hegna “Paychecks and Playchecks: Retirement Solutions for Life”

    Click Here to RegisterJoin North American as author, economist, and industry-icon Tom Hegna presents "Paychecks and Playchecks: Retirement Solutions for Life," an informative and engaging presentation focused on one of Americans' most pressing concerns – guaranteed income in retirement.Learn how to help your clients retire with enough guaranteed lifetime income to cover their basic expenses […]

  • Thu 5
    June 5 @ 12:00 pm - 1:00 pm

    Athene: IRA Beneficiary Rules after the SECURE Act

    Click Here to Register

  • Thu 5
    June 5 @ 12:00 pm - 1:00 pm

    Athene – IRA Beneficiary Rules after the SECURE Act

    IRA Beneficiary Rules after the SECURE Act Thursday, June 511:00 a.m. CTRegister nowJoin Jay Kautt, JD, Vice President and Director of Advanced Markets Sales at Athene, who’ll provide timely information about ongoing implications of the SECURE Act. Jay will cover: Thorough explanation of the changes the SECURE Act madeThe three classes of IRA beneficiaries that now existOverview […]

  • Thu 5
    June 5 @ 1:00 pm - 2:00 pm

    Prudential: Premium Paying Strategies for High-Net-Worth Clients

    Click Here To Register 

  • Tue 10
    June 10 @ 11:00 am - 12:00 pm

    UFC Bi-Weekly Success Session, Webinar Series

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

  • Tue 10
    June 10 @ 12:00 pm - 1:00 pm

    Athene – Social Security Optimization (Part 2)

    Register Now

  • Thu 12
    June 12 @ 12:00 pm - 1:00 pm

    Athene – The 60/40 Outlook

    The 60/40 Outlook Thursday, June 1211:00 a.m. CTRegister nowJoin Laurence Black, founder of The Index Standard®, who will show you how to build effective portfolios in an uncertain, volatile world and suggest […]

  • Tue 17
    June 17 @ 1:00 pm - 2:00 pm

    Simplicity – Solutions for Long-Term Care Needs

    Solutions for Long-Term Care NeedsVirtual Event:Tuesday, June 17, 2025 at 1:00 PM ETRegister to AttendAs the baby boomer generation is now within the ages of 60 to 78, now is the […]

  • Tue 17
    June 17 @ 2:00 pm - 3:00 pm

    Global Atlantic – Meeting the Moment: How to deliver clarity in a volatile environment

    Click Here to Register You can’t predict the market, but you can be ready for what it throws your way. In this webinar, you’ll hear from KKR and Global Atlantic leaders who […]

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Simplicity UFC

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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