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10 events found.

Events

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  • September 2024

  • Wed 4

    UFC Monthly Seminar Masterclass

    September 4, 2024 @ 1:00 pm - 2:00 pm

    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 10

    Athene: S&P 500 Index Updates

    September 10, 2024 @ 11:00 am - 12:00 pm

    Join Bank of America’s Joshua Levine and S&P Dow Jones Indices’ Sara Pollock for an analysis of 2024 index performance and market trends. They’ll cover: Current economic data and trendsThe health of the economy and consumer spendingUsing indices to help prepare for the rest of the year and into 2025Click here to REGISTER 

  • Thu 12

    Prudential Life : Grow Your Business by Helping Families Transfer Wealth Between Generations

    September 12, 2024 @ 2:00 pm - 3:00 pm

    CLICK HERE TO REGISTER Did you know that 22% of your clients are likely to transfer wealth to their heirs over the next decade? The vast majority of heirs will seek a new financial professional once they inherit wealth. Join us to learn how you can engage with clients and build relationships with their heirs […]

  • Tue 17

    UFC Bi-Weekly Success Session, Webinar Series

    September 17, 2024 @ 11:00 am - 12:00 pm

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

  • Tue 17

    Athene: A goal-based approach to retirement income planning

    September 17, 2024 @ 11:00 am - 12:00 pm

    Click HERE to Register

  • Tue 17

    Welcome to NLG & Agent Portal

    September 17, 2024 @ 2:00 pm - 2:30 pm

    Are you new to doing business with National Life Group? Are you looking to get a kick-start at becoming a successful agent with us? If so, please join us for an overview of our company, our business, and where you fit in as a valued partner with us. We will give an overview of selling […]

  • Thu 19

    Simplicity Group: Advanced Planning Support

    September 19, 2024 @ 1:00 pm - 2:00 pm

    Click here to Register Comprehensive solutions for mass affluent high wage earnersSimplicity provides advisors with Advanced Planning support to help effectively recruit and serve high-net-worth, ultra-high-net-worth, and business-owning clients.Join the Simplicity webinar and learn about the specific tools and resources available for advisors to support clients with:Business succession planningEstate/Wealth transfer planningExecutive compensationCharitable planned giving

  • Thu 19

    North American: Stand Out and Own the Room Every Time You Speak

    September 19, 2024 @ 3:00 pm - 4:00 pm

    Click here to RegisterJoin North American as keynote speaker and founder of Crazy Good Talks®, Deirdre Van Nest, presents 'Stand Out and Own the Room Every Time You Speak'. In this interactive presentation, you will: • Discover why every time you speak, you’re auditioning for leadership.  • Understand the biggest mistake most financial professionals make when speaking […]

  • Tue 24

    Athene: Hidden cost of cash

    September 24, 2024 @ 11:00 am - 12:00 pm

    Click Here to Register

  • Tue 24

    Tactical Tuesday – Estate Planning with Business Owners

    September 24, 2024 @ 1:00 pm - 2:00 pm

    Join the experts on National Life Group's Advanced Markets team as they discuss estate planning needs for business owners. This webinar offers one CPE Credit for CPAs that register and attend.CLICK Here to Register

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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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