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FinLife® Discovery Day

Join Us for a Day of Discovery Event

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.

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Register Today

Please tell us more about yourself and let us know which upcoming Discovery Day you would like to join. Space is limited.

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Questions? Contact Chandi Maharaj at or (972) 822-2348.

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.