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.
Workshops We Offer
Retirement Rules Gone Awry
Commonly referenced financial rules offer guidelines to help you plan. We’ve found that most planning rules are outdated. Learn in 90 minutes what rules to break to retire earlier, spend more, and ensure your money lasts.
Women & Retirement Wealth
Men and women share common retirement challenges but also distinct differences. Come for a 90-minute, women-only workshop designed to empower women to be prepared financially and emotionally for retirement.
Taxes In Retirement
Even the most astute investor usually falls short in understanding taxes. Come learn at this 90-minute workshop how to have a tax-smart retirement plan and keep more of your hard earned money.
Retirement Planning NowTM
Retirement Planning NowTM is a 5-hour course taught over 2 sessions. Learn a more holistic view of key aspects in preparing for and transitioning into retirement while avoiding common pitfalls.