Events

Join our monthly trimester webinar presented by Michael G. Connell, Director of Advanced Planning, who will provide you with an overview of gifting and today’s learning opportunity so that you […]

Register nowJoin Sonya Lutter, Ph.D., CFP®, LMFT, a Financial Psychologist, researcher, and author, for a powerful session on the science of stress, mindset, and motivation. Lutter will share expert insights […]

Advanced Planning News FlashJuly 2025One Big Beautiful Bill: What Every Financial Professional Must KnowThe One Big Beautiful Bill, signed into law on July 4, 2025, is expected to significantly reshape how […]

US Economic Update with BNP ParibasThursday, July 17 | 11:00 a.m. CTRegister now

Gain a competitive advantage with business valuationTurn business valuation into your competitive advantage. Deliver comprehensive financial advice to business-owner clients, differentiate your practice, and offer new opportunities to grow your […]

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

Embrace Family Reunion Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation.   Click Here to Register

New Accumulation IUL with Guaranteed Issue and our Chronic Illness Rider! We’ll dig into this exciting multi-life offering. Click here to register.

Join Simplicity Wealth’s Thomas Rozman, Partner and Chief Investment Officer, and Matt Opsal, Senior Manager Research Analyst, as they provide insight into the 2025 Mid-Year Economic and Market Outlook. Topics include:Economic Update: Explore the […]

With the recent signing of the One Big Beautiful Bill Act (OBBBA) into law, Simplicity is committed to providing timely, valuable resources to help advisors understand its implications and identify […]