Start Your Journey in 3 Steps
1. Register for the Masterclass
Call us or fill out a quick form to reserve your spot. Remember, seats are limited, so don't wait!
2. Become An Insider
Get exclusive insights, expert strategies, and priority access to resources like the United Legacy Income Fund.
3. Digital Seminar Coming Soon!
Prefer an online option? Attend our digital version so you can attend from anywhere—stay tuned!
Is Financial Stress Keeping You Up?
- Running Low on Retirement Funds: Concerned that your savings might not be enough? Our class covers strategies to maximize what you have for a secure, lasting retirement.
- High Property Expenses: Finding home maintenance costs—especially in pricey areas like Hawaii—a drain on your savings? Discover how to manage these costs without tapping into your retirement funds.
- Confusion About Reverse Mortgages: Uncertain if a reverse mortgage fits your goals? We’ll break it down, so you can decide if this tool makes sense for you.
If these worries sound familiar, you’re not alone. They’re common challenges for many nearing or in retirement, and our Wealth Waves Masterclass dives deep into each one. Plus, you’ll be introduced to the United Legacy Income Fund—a unique opportunity to pursue steady, double-digit returns that could help secure your future.
Envision a Secure, Confident Future
Imagine waking up each day knowing your retirement is set, your income is growing, and surprise home expenses are no longer stressful. At the Wealth Waves Masterclass, you'll get:
- A Tailored Retirement Roadmap: Learn strategies to make sure your savings last, giving you a worry-free retirement.
- Opportunities for New Income: Discover practical ways to grow your wealth with tools like the United Legacy Income Fund that aims for consistent, double-digit returns.
- Clarity on Reverse Mortgages: Understand how reverse mortgages could support your retirement without sacrificing home ownership.
Upcoming Events
Event Schedule
Income Fund Masterclass
The Centre, 1205 Auto Park Way, Escondido CA, 92029
Mehdi Amini
October 30th, 2024
6:30 PM - 8:30 PM
Get Ahead with the Income Fund Masterclass:
In today's world of unpredictable markets, climbing inflation, and shifting interest rates, managing personal finances can be tricky. The Income Fund Masterclass by United Legacy is here to make it simpler. This session gathers financial pros who'll share straightforward strategies to help you protect and grow your wealth, no matter what the markets are doing.
What You'll Learn in the Income Fund Masterclass:
This hands-on masterclass covers the ins and outs of the United Legacy Income Fund, a unique fund anchored in secure real estate investments in high-demand places like California and Hawaii. With an aim to deliver a steady 9% return, this fund is a solid choice for those seeking stable income and a bit of peace of mind, even when markets are rocky. You'll see how it can add resilience to your portfolio, blending growth with security, even in unpredictable times.Reverse Mortgage Seminar
The Centre, 1205 Auto Park Way, Escondido CA, 92029
Mehdi Amini
November 7th, 2024
6:30 PM - 8:30 PM
Explore New Options at the Reverse Mortgage Seminar:
Looking for more financial breathing room in retirement? United Legacy, in partnership with American Mortgage Bank, is hosting a seminar that breaks down the essentials of reverse mortgages. Perfect for retirees who want to keep their home but still access extra cash, this session cuts through the jargon to make reverse mortgages clear and practical. Discover how this tool can help with unexpected expenses or add a financial buffer to your lifestyle in retirement.
What You'll Learn About Reverse Mortgages:
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.Steak and Learn
Ruth Chris Steak House, 11582 El Camino Real, San Diego, CA 92130
Mehdi Amini
December 3rd, 2024
6:30 PM - 8:30 PM
Join Us for a Steak and Learn Experience:
Imagine an evening of great food and insightful conversation. At United Legacy's “Steak and Learn” event, you'll enjoy a gourmet steak dinner while exploring wealth-building strategies for retirement. This event is ideal for anyone curious about growing their assets while enjoying a relaxed, social atmosphere. Meet others interested in financial security and leave with practical tips you can start using right away.
What You'll Learn at Steak and Learn:
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.What You'll Take Away
Our masterclass focuses on simple, effective strategies you can use right away to achieve:
Personalized Retirement:
Build a custom retirement strategy tailored to your lifestyle and goals.
Boosted Cash Flow:
Unlock new income streams, including the United Legacy Income Fund.
Reverse Mortgage Navigation:
Access your home's equity without needing to sell, giving you flexibility in retirement.
Testimonials
Testimonials
What people are saying about our recent events
This is our third year of sucessful events, spanning the nation. See what our past attendees said about our past events.
Sarah K.
Attendee
The Masterclass gave me the confidence I needed to secure my retirement. I feel ready!
Mark and Lani R.
Attendee
We managed our home repairs in Hawaii without dipping into debt, thanks to the strategies we learned.
John T.
Attendee
The United Legacy Income Fund added stability to our retirement portfolio just when we needed it!
Emily and Robert H.
Attendee
We finally understood reverse mortgages and made the best decision for our family.
