Financial Wellness Workshop
True Wealth Strategy offers a complimentary course on personal finance specifically designed for busy professionals. The goal is to educate and empower your employees to get on the right track now, setting them up for financial independence later in life.
Enhance Your Benefits Program
Maximize the value of your employee benefits program with our workshops. We help your team fully understand and engage with your company's benefits, highlighting the crucial role they play in their overall compensation and financial well-being.
How it works
True Wealth workshops are interactive and engaging sessions with real-world examples and practical advice. Attendees will leave with actionable steps and tools they can start using right away. Our sessions are strictly educational and practical, and we never mention, recommend, or endorse specific products or companies.
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The sessions are 1-2 hours and include time for Q&A, they can be done in-person or remotely.
Topics Covered
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Budgeting and Cash-Flow Management: Practical tips for managing expenses and paying off debt.
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Savings and Investments: Guidance on building an emergency fund, maximizing 401(k) contributions, and understanding IRAs and Roth IRAs.
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Tax Planning: Strategies to minimize tax liabilities and maximize savings.
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Life Insurance: How to choose the right coverage for long-term security.
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Home Purchase Decisions: Tips for making informed decisions on one of life’s biggest investments.
True Wealth Strategy LLC ("True Wealth")