San Antonio Bootcamp 2025

Path to Greatness

2 DAY Boot Camp | 🤠 SAN ANTONIO, TX

APRIL 12TH & 13TH

Push Beyond Limits, Inspire Confidence, and Lead the Charge Forward.

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.

Qualifier Dinner

SECURE YOUR SPOT

Exclusive Qualifiers Dinner

Friday, APRIL 11th | Venue TBD

5 Personal Recruits OR

10 Families Helped

Eligible activity for qualification will be assessed from January 1 to April 11, 2025

AGENDA

Session - 1

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.

Session - 2

11:00 AM

Agent Training

Sharpen your skills, strengthen your confidence. Learn real-world strategies from top producers and walk away with actionable steps to grow your business today.

5:00 PM

Social Time

This is where connections become community. Laugh, unwind, and make memories with the people who get what you do—and why you do it.

VENUE

HISTORIC

Schertz Civic Center

1400 Schertz PKWY Ste 5 , Schertz TX 78154

HOTELS & ACCOMMODATIONS

REGISTERED LIST

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

support @universalwealth.com

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

4252 N Verrado Way, Suite 203

Buckeye, AZ 85396

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.