2025 United Planners Annual Conference

Every year, United Planners Financial Services brings us together - connecting our back office, fellow financial advisors, and valuable resources all in one place.  It's an incredible opportunity to network, share insights, and gather the tools we need to grow our businesses and better serve our clients.  Grateful for the opportunity to be partnered with a true independent firm.  (Especially because I get to go to Phoenix and escape the cold!)