The SHIFT

The

SHIFT

Wealth Summit

days

hours

minutes

seconds

June 27th to 29th 2025

Verrado, AZ

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, June 27th | Venue TBD

15 Personal Recruits, 50 Base Recruits,

100 Entire Team Recruits

30,000 Personal Pts or 15 Personal Apps, 50,000 Pts Base or 30 Base Apps, 100,000 Pts Entire Team or 50 Team Apps

Eligible activity for qualification will be assessed from April 1 to June 15, 2025

AGENDA DOWNLOAD AGENDA

Session 1–SATURDAY

10:00 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 - 1:00 PM

First Session at ALA Auditorium

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

2:00 PM - 4:00 PM

Lunch at Verrado Golf Club

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

4:00 PM - 9:00 PM

Team Break-Outs

9:00 PM - 1:00 AM

Social Time at Tempo

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

Session 2–SUNDAY

11:00 AM - 2:00 PM

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.

3:00 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

American Leadership Academy (ALA)

17608 W Olive Ave, Waddell, AZ 85355

HOTELS & ACCOMMODATIONS

REGISTERED LIST

Registration is now closed.

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.