Experience the Power of Connection
Our live and digital events bring our community together through powerful moments of learning, connection, and growth. From keynote speakers and expert panels to curated networking and on-demand education, every gathering is crafted to inspire action — and spark the next chapter of your financial legacy.
Attend a United Legacy Event →Upcoming Events
Reserve your seat at an upcoming gathering, or revisit a recent event. Seating at in-person events is limited.
Income Fund Masterclass — San Diego
A deep dive into the United Legacy Income Fund — how our private real estate debt fund generates fixed income, and where it fits in a tax-advantaged portfolio.
Real Estate Masterclass — San Diego
An in-depth look at our coastal real estate and TIC opportunities — the structures, the returns, and how qualified investors can participate.
Income Fund Masterclass — Hawaii
A deep dive into the United Legacy Income Fund — how our private real estate debt fund generates fixed income, and where it fits in a tax-advantaged portfolio.
Real Estate Masterclass — Hawaii
An in-depth look at our coastal real estate and TIC opportunities — the structures, the returns, and how qualified investors can participate.
Annual Private Client Dinner — Honolulu
An exclusive evening of celebration, connection, and recognition — bringing valued clients together island-style. Luxurious, relaxed, and intimately curated.
Masterclass: Investing in Coastal Real Estate
A sold-out evening exploring the fundamentals of coastal real estate investing, TIC structures, and how United Legacy sources opportunities in high-demand markets.
Webinar: Inside the United Legacy Income Fund
A live deep-dive into how our private real estate debt fund generates fixed income, with a real-time audience Q&A. Recording available on request.
There’s nothing scheduled under this filter at the moment. Explore our past events, or reach out and we’ll let you know the moment the next one opens.
Get Event Updates→Which United Legacy Event Is For Me?
From an intimate dinner to a live webinar, every format is built around a different way to learn and connect. Explore each below.
Steak & Learn
A sophisticated setting to connect with United Legacy and explore introductory financial concepts over a premium dinner. Perfect for those new to United Legacy.
Masterclass Series
Deep dives into critical financial topics with actionable strategies you can use immediately. Join industry experts and fellow learners to expand your knowledge.
Digital Masterclass
The same high-quality content as our in-person series, delivered in a convenient on-demand format. Access expert insights and practical strategies anytime.
Webinar
Live webinars bring expert insights and timely financial information directly to you. Join the conversation from home and get your questions answered in real time.
What People Are Saying
Reflections from guests of our recent events.
Really liked that this presentation wasn’t about sales — it was about giving the right information and being transparent and honest with everyone who attended.
This company will be at the top of the list for alternative investments. Thank you for the great presentation!
There was not much room for improvement. The experience was first class from start to finish. I was so fortunate to be in a room with like-minded people.
Very informative and actually helpful. Really loved that it wasn’t salesy or pushy.
I came away with a better understanding of financial matters. It was quite interesting. Thank you.