Understand what FinLife can mean to your firm. Exchange ideas with industry colleagues and participate in a discussion with Managing Director and head of Personal Financial Management, Joe Duran, on maximizing your firm for your clients.
Please tell us more about yourself and let us know which upcoming Discovery Day you would like to join. Space is limited.
All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index℠, FinLife Partners Powered by United Capital℠, United Capital Financial Life Management℠, and Financial Years of Freedom℠) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.