Unlike free dinner seminars that pitch products, True Wealth believes in objective education.
If you are serious about preparing for retirement or want to kick the tires to see if we are right for you, come and learn from CERTIFIED FINANCIAL PLANNER practitioners how to Retire Smarter.
See below for course descriptions, dates, and locations. Advanced registration required.
Retirement Planning NowTM
We have been teaching Retirement Planning NowTM (also known as Passport To Retirement) throughout northeast Ohio since 2008 with rave reviews from more than one thousand attendees. This two-day course is designed to help you prepare for a successful retirement. Learn key aspects in preparing for and transitioning into retirement while avoiding common pitfalls.
Class tuition ranges from $49-$79 and includes a 135-page textbook to take home.