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.
Register
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.
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.
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