Advanced Market Training

Advanced Strategy Fridays is a high-level educational training designed for professionals who want deeper understanding—not surface-level tactics. Traditionally attended by attorneys and licensed professionals, these Friday sessions explore complex financial and strategic concepts through a practical, real-world lens.

Topics may include advanced markets, tax strategy, asset structuring, and forward-thinking planning frameworks used by sophisticated practitioners. The focus is on how these strategies work, why they matter, and when they should be applied, helping participants build clarity, confidence, and strategic depth.

This is not introductory content. It’s structured education for those ready to think more critically, ask better questions, and operate with greater precision.

Before registering, make sure you meet the following requirements:

Must have Universal Wealth Agent Code
Must be licensed

This advanced training is strictly for licensed professionals. Attendance is limited to individuals who currently hold an active Life or Life & Health insurance license.

This training is not open to unlicensed individuals. If you do not meet these licensing requirements, please do not register or attend.

Participants found to be in attendance without the required licensing may be removed from the live session and restricted from participating in future trainings.

Friday's

1pm MST

Universal Wealth assists individuals in reaching their financial objectives by providing expert guidance and assistance, with the goal of creating lasting positive effects on both individuals and society.

info@universalwealth.com

15282 West Brookside Lane,

Building B, Unit 119

Surprise, AZ 85374

Disclosure: No Legal or Tax Advice

Universal Wealth and Universal Tax Advisors are not law firms, do not employ attorneys, and cannot provide legal advice. We recommend consulting a qualified attorney for any legal matters. Our team includes enrolled agents, not CPAs, who are authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. While we offer expert tax preparation and advice, we do not provide legal or real estate consulting services. All information is for informational purposes only, and professional advice should be sought for individual circumstances.