OUR UPCOMING EVENTS
STEAK AND LEARN
WORKSHOP
We'll cover a range of topics, from safeguarding your wealth to growing it during uncertain times. Our experts will lead discussions on income-focused investments and retirement strategies that can help you create a stable financial future. Enjoy a delicious meal, connect with like-minded folks, and pick up actionable ideas to boost your financial security.
- Tuesday, February 25th @7:15PM
- Thursday, February 27th @7:15PM
- Tuesday, March 4th @7:15PM
Ruth Chris Steak House
11582 El Camino Real
San Diego, CA 92130
- Tuesday, March 11th @7:15PM
- Thursday, March 13th @7:15PM
- Thursday, April 22nd @7:15PM
- Thursday, April 24th @7:15PM
Wolfgang's Steakhouse Waikiki
2301 Kalakaua Avenue
Honolulu, HI 96815
REVERSE MORTGAGE
MASTERCLASS
In this session, experts demystify reverse mortgages, explaining everything from who qualifies to how they can benefit your financial plans. You'll get an honest look at the pros and cons, who these mortgages work best for, and whether they make sense for your goals. Armed with this knowledge, you'll be ready to make a confident decision about this often misunderstood option for retirement.
- Tuesday, February 25th @4:00PM
- Thursday, February 27th @4:00PM
- Tuesday, March 4th @4:00PM
Ruth Chris Steak House
11582 El Camino Real
San Diego, CA 92130
- Tuesday, March 11th @4:00PM
- Thursday, March 13th @4:00PM
- Tuesday, April 22nd @4:00PM
- Thursday, April 24th @4:00PM
Wolfgang's Steakhouse Waikiki
2301 Kalakaua Avenue
Honolulu, HI 96815
WHICH
UNITED LEGACY EVENT
IS FOR ME?
STEAK &
LEARN
An exclusive experience. Our Steak & Learn events offer a sophisticated setting to connect and explore introductory financial concepts. with a premium dining experience discovering how we can help you achieve your financial aspirations.
MASTERCLASS SERIES
Elevate your financial IQ. Our Masterclass Series dives deep into critical financial topics, providing actionable insights and strategies you can use immediately. Join industry experts and fellow learners to expand your knowledge and achieve your financial goals.
DIGITAL MASTERCLASS
Learn at your own pace, on your own terms. Our Digital Masterclasses deliver the same high- quality content as our in- person series, but in a convenient, on-demand format. Access expert insights and practical strategies anytime, anywhere.
ONLINE
WEBINAR
Tune in from anywhere. Our live Webinars bring expert insights directly to you. Join the conversation from the comfort of your own home and get your questions answered in real time. Enhance your financial literacy, and make informed decisions.
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HAWAII EVENT RECAP
