SoCal 2025 | Universal Wealth

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.

Leadership Connect

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.

AGENDA

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.

VENUE

NEXT TO LGB AIRPORT

Long Beach Marriott

4700 Airport Plaza Dr, Long Beach, CA 90815

HOTEL

REGISTERED LIST

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

support @universalwealth.com

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.

Menú

Contáctenos:

info@universalwealth.com

4252 N Verrado Way, Suite 203

Buckeye, AZ 85396

Divulgación: No se ofrece asesoramiento legal ni fiscal

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.