Express Your Interest for United Planners’ Connect ’25 National Conference

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June 3–5, 2025 | Hyatt Regency Downtown, Phoenix, AZ

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If You’ve Ever Thought, “There’s Got to Be a Better Fit”… This Is Your Sign. Connect ’25 is where real advisors—who value freedom, support, and meaningful relationships—come together to experience what United Planners is really all about.

It is our Super Bowl event of the year that brings together over 500 individuals, encompassing our Financial Professionals and Strategic Partners from across the country, to huddle UP with the Home Office team in a traditional convention-style conference. Most importantly, it is all about having fun while getting this job done!

We provide full accommodations for qualified advisors, including:

  • Airfare
  • Hotel
  • Meals
  • A welcome reception
  • Exclusive executive dinner
  • Our grand finale awards celebration
  • Ground transportation to and from the airport.

We extend a limited number of invites to qualified advisors who are curious about what life could look like at a different kind of RIA / Broker-Dealer. All invitees must be vetted to ensure they meet the eligibility requirements to affiliate with our firm.

This is your opportunity to:

  • See our advisor-first culture in action
  • Have real conversations with your esteemed peers and our Executive Management team
  • Learn from our dynamic Strategic Partners
  • Connect with successful peers who’ve already made the move
  • And most importantly… experience what it feels like to belong

What You’ll Experience

  • CE Opportunities (CFP Ethics or Super CE for insurance)
  • Breakout Sessions & Business-Building Workshops
  • High-Impact Keynotes + Economic & Regulatory Insights
  • Evening Receptions & Dinners to Build Real Relationships
  • Access to Strategic Partners + Home Office Leadership
  • Unfiltered Advisor-to-Advisor Conversations
  • No hype. Just clarity.

It’s Not About Selling You. It’s About Showing You.

Come see what it’s like to work with people who value trust, transparency, and good old-fashioned human connection. To have a voice at the table, access to decision-makers, and a firm that’s built to serve—not to control.