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.


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.


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.

ACCESS UNITED LEGACY MASTERCLASSES
WITH THE GOKOLLAB APP

Download for Free

Get the GoKollab App on the App Store (Apple) or the Google Play Store.

Explore Masterclass

Browse all courses and sign up directly from your mobile device.

Anytime, Anywhere

Switch between desktop and mobile for truly flexible experience.

HAWAII EVENT RECAP

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2024 ALOHA

Our private clients joined us in beautiful Hawaii for an exclusive evening of celebration, connection, and recognition. The event was an unforgettable opportunity to honor their success and strengthen relationships in a luxurious and intimate setting.

REAL CLIENTS. REAL RESULTS.

"When I heard those three lovely words, you made it, I realized I was in the right place and could finally start to relax and think about retiring."
Denise S. - La Jolla, CA
"Most of what I know about finance, I've learned from you. I felt like I was gaining tools to secure my future."
Lynn D. - Del Mar, CA
"At some point you just need to put your trust in people that know a lot more than you do, and we did and I have no regrets."
Robert C. - Honolulu, HI