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Keep Up With United Capital

As one of the fastest growing  financial advisory firms in the country, United Capital is always looking to connect with advisers about their businesses.  Below is a list of upcoming appearances and events we are involved in, including television broadcasts, tradeshows and webinars.

Our next LIVE webinar: “How to Maximize the Value of Your Practice”


How key industry changes affect you

 
 
Information Request

Real steps to increase your firm’s value tomorrow

 

Succession planning made simple:
How to prepare the right way

   


Other Events

 
United Capital and Joe Duran will be at the Investment Adviser Magazine Summit in Washington, DC

December 2nd & 3rd

   
“Real Deals” in NYC w/Pershing Advisor Solutions

December 8th & 9th

   
“Real Deals” in Washington DC w/ Pershing Advisor Solutions

December 10th & 11th

 


 

For an information packet on United Capital, please contact Jason Lahita, Marketing Manager at 949-999-8510 or by email.