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Small Business Webinar Series

We are here to help small businesses navigate these uncertain times. This series of webinars, sponsored by Guardian, is designed to provide you with support and guidance from professionals to help safeguard your business, your workers, and you and your family.


Upcoming webinars

Client Centered

Leaving a Legacy: Estate planning and will preparation

Wednesday, November 10, 12:00-1:00 pm ET

Estate planning is an important component of a well-rounded financial wellness strategy. However, only 46% of Americans have a will.1 Not only can dying in intestate lead to further stress and confusion for survivors, it can also have financial implications if matters like life insurance policies or retirement and pension information aren't well organized. 

Join us at 12pm ET on Wednesday, November 10 as our speakers address:

  • An overview of estate planning and what it entails
  • Common misconceptions around estate planning and why everyone should have a will
  • Resources employers can provide to help employees understand the importance of creating a will and how to get started doing so

Submit your questions when you register. Also, even if you can't attend the live event, register and you'll receive a link to the on-demand replay within hours of the webinar concluding. 

1 Gallup 2020 

Register now

Previous webinars

To view on-demand replays of previously recorded webinars, follow the link and register (or re-register) and you will be taken to the video. 

Our History
Formula for Success: Optimizing college Savings Plans and Tools
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Our Values
Beyond Insurance: Building a 360° disability inclusion strategy
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Our Resources
Representation Matters: Reflections on leadership and legacy
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Our Process
A New Day in D.C.: Financial implications of the Biden administration
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Our History
Financial wellness power moves in 2021: Planning tactics beyond the basics
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Our Values
Women's financial well-being: Perspectives on women's financial challenges and opportunities
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Our Resources
Conscious Connectivity©: A new way of leading through uncertainty
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Our Process
Transformational Journeys: How small businesses can help build strong inclusion & diversity strategies
Watch now

Contact

Office: (732) 355-1050

Fax: (732) 355-1051

Princeton Executive Center

4301 Route 1 South; Suite 220

Monmouth Junction, NJ 08852

FINRA Series 6, 7, 24, 63 & 65

akazim@unitedwealthllc.com

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Nick Saleem

Securities products offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.OSJ: 355 Lexington Avenue, 9 Fl., New York, NY 10017, Phone # 212-541-8800. PAS is a wholly owned subsidiary of Guardian Life Insurance Company of America® (Guardian), New York, NY. United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #2973673. CA Insurance License #0H03588. 

Asghar Kazim

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Floor, New York, N Y 10017- 6603, Phone # 212-541-8800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. California Insurance License # 0C53306.  AR Insurance License #703269.

This Forbes award is not issued or endorsed by Guardian or its subsidiaries.
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2021-126035  exp 8/30/23