BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Universal Financial Consultants IMO - ECPv6.15.16//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Universal Financial Consultants IMO X-ORIGINAL-URL:https://simplicityufc.com X-WR-CALDESC:Events for Universal Financial Consultants IMO REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20250702T130000 DTEND;TZID=America/New_York:20250702T140000 DTSTAMP:20260420T094546 CREATED:20240531T190910Z LAST-MODIFIED:20250702T125834Z UID:10061-1751461200-1751464800@simplicityufc.com SUMMARY:UFC Monthly Seminar Masterclass DESCRIPTION:First Wednesday of Every Month \nRegister once\, and event should appear as recurring on your calendar. \nRegister Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A URL:https://simplicityufc.com/event/ufc-monthly-seminar-masterclass-14/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250708T110000 DTEND;TZID=America/New_York:20250708T120000 DTSTAMP:20260420T094546 CREATED:20240528T183805Z LAST-MODIFIED:20250708T135349Z UID:9925-1751972400-1751976000@simplicityufc.com SUMMARY:UFC Bi-Weekly Success Session\, Webinar Series DESCRIPTION:Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ URL:https://simplicityufc.com/event/ufc-bi-weekly-success-session-webinar-series-29/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250708T120000 DTEND;TZID=America/New_York:20250708T130000 DTSTAMP:20260420T094546 CREATED:20250607T093721Z LAST-MODIFIED:20250708T135349Z UID:12782-1751976000-1751979600@simplicityufc.com SUMMARY:Athene - Washington Update with UBS DESCRIPTION:Join John Nolan\, Managing Director and Head of Government Affairs US at UBS\, for expert insights into the evolving priorities of a second Trump administration and what they could mean for policy\, trade\, and taxation in 2025. You’ll learn:  \n\nHow Trump 2.0 may differ from his first term and what that may mean for markets and policy.\nWhat to expect from potential changes in trade policy\, deregulation\, and tax reform.\nA strategic overview of the new administration’s direction and its broader economic impact.\n\nRegister now URL:https://simplicityufc.com/event/athene-washington-update-with-ubs-2/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250710T120000 DTEND;TZID=America/New_York:20250710T130000 DTSTAMP:20260420T094546 CREATED:20250709T140713Z LAST-MODIFIED:20250710T141135Z UID:12903-1752148800-1752152400@simplicityufc.com SUMMARY:Athene - Suitability updates you need to know DESCRIPTION:Suitability updates you need to know\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\nThursday\, July 1011:00 a.m. CT\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister now\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin Athene’s Chad Batterson\, VP Compliance\, for the latest suitability process updates. He’ll also offer a closer look at the suitability form and product comparison worksheets required when doing business with Athene. URL:https://simplicityufc.com/event/athene-suitability-updates-you-need-to-know-2/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250710T140000 DTEND;TZID=America/New_York:20250710T150000 DTSTAMP:20260420T094546 CREATED:20250703T130717Z LAST-MODIFIED:20250710T141136Z UID:12883-1752156000-1752159600@simplicityufc.com SUMMARY:Prudential - Gifting and client wealth transfer DESCRIPTION: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 can help clients maximize their legacy plan. You’ll leave with a better understanding of: \n\n\n\n\n\n\n\n\nthe value of gifting as a wealth transfer technique\nthe typical profile of clients who may benefit\nhow leveraging life insurance can help clients leave even more to their loved ones\n\n\n\n\n\n\n\n\nSign up now to discover how the right gifting strategy may enhance clients’ overall financial plans. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n    \nSpeaker \nMichael G. Connell\, CLU®\, ChFC®\nDirector \nAdvanced Planning \nPrudential Financial\, Inc. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n\n\n    \nHost \nKaren Hofmann\, CLU®\, ChFC®\, CASL®\nVice President \nAdvanced Planning \nPrudential Financial\, Inc. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nReserve your spot now URL:https://simplicityufc.com/event/prudential-gifting-and-client-wealth-transfer/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250715T120000 DTEND;TZID=America/New_York:20250715T130000 DTSTAMP:20260420T094546 CREATED:20250607T093725Z LAST-MODIFIED:20250715T145402Z UID:12784-1752580800-1752584400@simplicityufc.com SUMMARY:Athene - How to help clients manage financial stress DESCRIPTION:Register now \nJoin 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 to help support clients through financial anxiety and guide them toward meaningful\, lasting change. You’ll explore: \n \n\nWays to recognize stress and anxiety patterns that may affect financial decision-making.\nThe science behind positive framing and how it can influence client motivation.\nPractical strategies to assess readiness for change and help build client confidence through small\, consistent actions. URL:https://simplicityufc.com/event/athene-how-to-help-clients-manage-financial-stress/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250715T140000 DTEND;TZID=America/New_York:20250715T150000 DTSTAMP:20260420T094546 CREATED:20250712T142253Z LAST-MODIFIED:20250715T145402Z UID:12920-1752588000-1752591600@simplicityufc.com SUMMARY:Ameritas - One Big Beautiful Bill: What Every Financial Professional Must Know DESCRIPTION:Advanced Planning News Flash\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n \n\n\n\nJuly 2025 \nOne Big Beautiful Bill: What Every Financial Professional Must Know \nThe One Big Beautiful Bill\, signed into law on July 4\, 2025\, is expected to significantly reshape how families plan\, preserve and transfer wealth. With sweeping changes to tax policy—including permanent individual rate cuts\, expanded estate exemptions and new deductions—the legislation introduces both complexity and opportunity for financial professionals and their clients. \nTo help financial professionals navigate this pivotal moment\, join the Ameritas advanced planning team and our strategic alliance\, BakerHostetler\, for a timely special webinar on July 15 at 2 p.m. ET. BakerHostetler is a nationally recognized law firm with more than 100 years of experience and offices across the United States. Their deep expertise in tax law and estate planning makes them a valuable partner in interpreting and applying the provisions of this landmark legislation. \nThis session will break down the core elements of the bill and explore its implications across multiple advanced planning topics. While the bill introduces some uncertainty\, it also opens the door to unprecedented planning opportunities. The webinar will offer actionable strategies to help financial professionals guide clients with clarity and confidence in this new tax environment.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\nOne Big Beautiful Bill: What Every Financial Professional Must Know \nJuly 15\, 2 p.m. ET\n\n\n\n\n\n\nRegister Now URL:https://simplicityufc.com/event/ameritas-one-big-beautiful-bill-what-every-financial-professional-must-know/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250717T120000 DTEND;TZID=America/New_York:20250717T130000 DTSTAMP:20260420T094546 CREATED:20250709T140714Z LAST-MODIFIED:20250717T150839Z UID:12904-1752753600-1752757200@simplicityufc.com SUMMARY:Athene - US Economic Update with BNP Paribas DESCRIPTION:US Economic Update with BNP Paribas\n\n\n\n\n\nThursday\, July 17 | 11:00 a.m. CT\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister now URL:https://simplicityufc.com/event/athene-us-economic-update-with-bnp-paribas/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250717T140000 DTEND;TZID=America/New_York:20250717T141500 DTSTAMP:20260420T094546 CREATED:20250708T135218Z LAST-MODIFIED:20250717T150839Z UID:12899-1752760800-1752761700@simplicityufc.com SUMMARY:Securian - How much is your client's business worth? DESCRIPTION:Gain a competitive advantage with business valuation\n\n\nTurn business valuation into your competitive advantage. Deliver comprehensive financial advice to business-owner clients\, differentiate your practice\, and offer new opportunities to grow your business. \nThis month\, we welcome special guest Kevin Saad\, Senior Director of Customer Success at BizEquity®\, to discuss how offering business valuations can open the door to business-owner clients. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nComputer icon\n\n\n\n\n\n\nUpcoming webinar\n\n\nWhat is your client’s business worth?\n\n\nDATE: Thursday\, July 17\, 2025TIME: 2 p.m. ET; 1 p.m.\, CT; noon MT; 11 a.m. PTSPEAKERS: Stephanie Beckwith\, J.D.\, CLU®\, RICP®\, Advanced Sales Counsel\, Securian Financial\, and Kevin Saad\, Sr. Director of Client Success\, BizEquity\n\n\n\n\n\n\nRegister now URL:https://simplicityufc.com/event/securian-how-much-is-your-clients-business-worth/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250722T110000 DTEND;TZID=America/New_York:20250722T120000 DTSTAMP:20260420T094546 CREATED:20240528T183805Z LAST-MODIFIED:20250721T155722Z UID:9926-1753182000-1753185600@simplicityufc.com SUMMARY:UFC Bi-Weekly Success Session\, Webinar Series DESCRIPTION:Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ URL:https://simplicityufc.com/event/ufc-bi-weekly-success-session-webinar-series-30/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250722T130000 DTEND;TZID=America/New_York:20250722T140000 DTSTAMP:20260420T094546 CREATED:20241219T213756Z LAST-MODIFIED:20250722T161141Z UID:10862-1753189200-1753192800@simplicityufc.com SUMMARY:National Life: Preserve Your IRA Legacy: Passing Down Wealth & Wisdom DESCRIPTION: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 URL:https://simplicityufc.com/event/national-life-preserve-your-ira-legacy-passing-down-wealth-wisdom/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250724T110000 DTEND;TZID=America/New_York:20250724T120000 DTSTAMP:20260420T094546 CREATED:20250710T140725Z LAST-MODIFIED:20250723T162458Z UID:12910-1753354800-1753358400@simplicityufc.com SUMMARY:John Hancock - New Accumulation IUL with Guaranteed Issue and our Chronic Illness Rider! DESCRIPTION:New Accumulation IUL with Guaranteed Issue and our Chronic Illness Rider! We’ll dig into this exciting multi-life offering. Click here to register. URL:https://simplicityufc.com/event/john-hancock-new-accumulation-iul-with-guaranteed-issue-and-our-chronic-illness-rider/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250724T160000 DTEND;TZID=America/New_York:20250724T170000 DTSTAMP:20260420T094546 CREATED:20250722T160718Z LAST-MODIFIED:20250724T162723Z UID:12936-1753372800-1753376400@simplicityufc.com SUMMARY:Simplicity - 2025 Mid-Year Economic and Market Outlook DESCRIPTION: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. \n  \nTopics include: \n\n\nEconomic Update: Explore the year-to-date impact of monetary policy\, economic growth trends\, tariffs\, and inflation \n\n\nMarket Review: Examine current valuations across equities and fixed income\, and corporate earnings performance \n\n\nInvestment Strategy Outlook: Understand and identify key opportunities in the equity market\, bond market\, and alternative assets \n\n\nClient Talking Points: The value of planning over products\, investing during market highs\, and the importance of remaining invested \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister to Attend\n\n\n\nCan’t make it?  Register now to watch it on demand. URL:https://simplicityufc.com/event/simplicity-2025-mid-year-economic-and-market-outlook/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250729T130000 DTEND;TZID=America/New_York:20250729T140000 DTSTAMP:20260420T094546 CREATED:20250725T163821Z LAST-MODIFIED:20250729T173839Z UID:12950-1753794000-1753797600@simplicityufc.com SUMMARY:Simplicity - How to Leverage the OBBBA to Increase Sales and Create New Client Opportunities DESCRIPTION: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 the opportunities it creates for their business. Register and be sure to share the registration link and encourage your advisors to attend. \n  \nHow to Leverage the OBBBA to Increase Sales and Create New Client Opportunities \nHosted by Simplicity’s Patrick Kelly and David Foster \n  \nTuesday July 29th\, 2025\, at 1PM ET \n  \nRegister \n  \nThe Session will cover the following \n \n\nWhat the OBBBA is and what impact it has on advisors\nHow it opens doors to new market opportunities and sales strategies\nPractical ways you can leverage the Act to grow your business\n\n  \nSocial Media Posts and Email templates are available for your use and can be found Here URL:https://simplicityufc.com/event/simplicity-how-to-leverage-the-obbba-to-increase-sales-and-create-new-client-opportunities/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250730T130000 DTEND;TZID=America/New_York:20250730T140000 DTSTAMP:20260420T094546 CREATED:20240528T183805Z LAST-MODIFIED:20250724T162723Z UID:9927-1753880400-1753884000@simplicityufc.com SUMMARY:LIVE Advanced Wealth Webinar DESCRIPTION:HOST: Vincent Munno\nWHEN: Every Last Monday of the Month @ 1pmET\nhttps://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g URL:https://simplicityufc.com/event/live-advanced-wealth-webinar-15/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250731T110000 DTEND;TZID=America/New_York:20250731T120000 DTSTAMP:20260420T094546 CREATED:20250723T162233Z LAST-MODIFIED:20250730T175335Z UID:12944-1753959600-1753963200@simplicityufc.com SUMMARY:Global Atlantic - Summer 2025 Product Enhancements DESCRIPTION:We just keep making our product lineup stronger! You’re invited to our upcoming webinar focused on the newly announced Summer Product Enhancements to our income and accumulation fixed index annuities (FIA). This webinar will be hosted by Global Atlantic leaders and will feature guest speakers from Nasdaq Global Indexes and S&P® Global who will share insights into key strategies to support your clients’ retirement approach. Get ready to hear about these enhancements—and more: \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\nNew! Lifestyle Payment Option* on Income 150+ SE FIA with the Guaranteed Lifetime Withdrawal Benefit and ForeIncome II FIA with the Guaranteed Income Builder Benefit\n\nNew! Streamlined index offerings for Income 150+ SE FIA and ForeIncome II FIA\, removing underutilized strategies and adding two new choices that focus on volatility control:\n\n– S&P® 500 Engle 12% VT (USD) ER with one-year Cap Rate \n– Nasdaq-100 Agile 15%™ index with one-year Cap Rate \n\nIncreased! ForeAccumulation II FIA optional Enhanced Death Benefit rider\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister Here URL:https://simplicityufc.com/event/global-atlantic-summer-2025-product-enhancements/ END:VEVENT END:VCALENDAR