MAY 23RD & 24TH

Join us for an exclusive gathering of financial innovators and industry leaders as we expand our footprint across Southern California.

Connect

Network with colleagues and leaders to share ideas and create lasting opportunities.

Transform

Learn the tools to excel in financial services and serve clients with confidence.

Lead

Build the mindset and skills to lead, grow your agency, and achieve your career goals.

OPEN TO FP & ABOVE

Leaders Arena

Friday, May 23rd | 5PM -8PM

12800 Garden Grove Blvd, Suite F, Garden Grove, CA 92843

Bringing together our Financial Professionals and leaders to elevate the vision, align on strategy, and build real momentum—because at this level, it’s not just about production, it’s about purpose.


SATURDAY

9:30 AM 

Meet & Greet

Start building relationships that matter. Connect with the leadership team, fellow agents, and future collaborators in a relaxed, welcoming environment.

10:00 AM 

Company Overview

Discover what makes Universal Wealth different. Learn our mission, our model, and how we’re changing the game in financial services—together.

11:00 AM 

Lunch

Fuel up and connect. Enjoy good food and even better company while networking with like-minded professionals over a casual lunch break.

11:30 AM

Agent Training

Get the tools, scripts, and strategies that work. This training will show you how to build momentum, close confidently, and grow your business with purpose.

5:30 PM 

Social Time

Let’s celebrate wins and build community. Kick back, have fun, and enjoy time with your peers—you’ve earned it.

NEXT TO LGB AIRPORT

Long Beach Marriott

4700 Airport Plaza Dr, Long Beach, CA 90815

REGISTER HERE

Register


Have questions? Email us or reach out to your leadership team.

Universal Wealth ayuda a las personas a alcanzar sus objetivos financieros brindándoles orientación y asistencia experta, con el objetivo de crear efectos positivos duraderos tanto en las personas como en la sociedad.

Contáctenos:

15282 West Brookside Lane,

Building B, Unit 119

Surprise, AZ 85374


Important Disclosures

Universal Wealth, LLC (“Universal Wealth”) is an independent marketing organization (IMO) based in Arizona, USA. Insurance products are offered through appropriately licensed insurance professionals and issued by third-party insurance companies. Products and services are available only where the applicable entities and professionals are authorized to offer them. Availability and eligibility vary by state, carrier, and individual circumstances.

Information on this website is provided for general educational and informational purposes. It is not individualized advice or a recommendation to purchase a particular product. Financial decisions should be based on your individual needs and circumstances, with guidance from appropriately qualified professionals.

Insurance coverage and benefits are subject to underwriting, where applicable, and the terms, conditions, exclusions, and limitations of the applicable policy or contract. Fees, surrender charges, and tax consequences may apply. Insurance guarantees depend on the financial strength and claims-paying ability of the issuing insurance company. Life insurance and annuities are not bank deposits and are not FDIC insured. Universal Wealth and its insurance professionals receive compensation, which may include commissions paid by insurance companies.

Individual business and earnings results vary based on factors such as experience, skills, time commitment, effort, business expenses, and market conditions. No income, profit, or level of success is guaranteed. Building a business involves costs and financial risk, and earnings may not cover expenses. Testimonials, recognition, and success stories reflect individual experiences and may include exceptional results. They do not establish typical or expected results or guarantee that others will achieve similar outcomes.

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