United Investment Planning: Retirement, Wealth Management, Insurance

webinars

Take advantage of an opportunity to learn valuable insights on financial information, at no cost or obligation.

free virtual financial education workshops

Financial education is an important aspect of any long-term plan. Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness.

Please check back soon for new event information.


There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.