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At Universal Wealth, our commitment to community is at the heart of everything we do. Our agents are not just individuals; they are part of a cohesive team that collaborates seamlessly to deliver the best outcomes for our clients. This collaborative spirit is the cornerstone of our success and creates a nurturing environment where everyone can flourish. We believe that by working together, we can achieve more for our clients and for each other. Our dedication to teamwork ensures that every client receives the collective expertise and support of our entire network, empowering us to provide comprehensive and effective solutions.
Reserve your spot today!
Speakers
JASON BILLINGS
FINANCIAL PROFESSIONAL
ALEJANDRINA BILLINGS
FINANCIAL PROFESSIONAL
JULIE OLSON
FINANCIAL PROFESSIONAL
SOLEDAD MOLINA
FINANCIAL PROFESSIONAL
JOSEPH RODRIGUEZ
Senior ASSOCIATE
MICHAEL MANCERA
SENIOR ASSOCIATE
WILSON RODRIGUEZ
ASSOCIATE
Don't miss out.
Register by June 5 . We look forward to seeing you there.
Schedule
|      10:30 am
Welcome
|      11:00 am
Finding Your "Y"
|      11:10 am
Value in the Fundamentals
|      11:20 am
Vital Foundation for Empowerment
|      11:30 am
Taking Control of Your Finances
|      11:40 am
Wealth is in the Community
|      11:50 am
Enduring the Impact that Outlives You
|      12:00 pm
Keynote: Understanding the Fundamentals of Finance
|      12:30 pm
Conclusion
Conference Location
TBD

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