Financial planning is personal and we understand that.

EventsWe believe it is our mission to educate our clients so that they can make informed decisions with knowledge and understanding. The TrueWealth family likes to have a little fun too. We enjoy holding events that give us the opportunity to interact with our clients and their families beyond financial matters.

We invite all clients, referrals, and visitors to attend our events. It is a great opportunity to receive financial information, and learn what TrueWealth can provide to you and your family.

Please check back for future events with such relevant topics as Lifelong Game Plan, Our Millennial Children and many more areas of interest you won’t want to miss!

Retirement Planning Today

February 6 & 13, 2020          Ames        6:00 p.m.
February 11 & 18, 2020       Ames        6:00 p.m.

Please contact our office for details.
Registration and enrollment fee is required for this 2-day event.

TrueWealth Investor Coaching Series

November 21, 2019     Gearing Up For The Next Crash        4:00 p.m.
December 19, 2019      Separating Myths From Truth            4:00 p.m.

Please contact our office for details.
Investor Coaching Series are free events open to the public.


November 2, 2019 in Ames, Iowa

January 22-24, 2020 in Scottsdale, Arizona

Please contact our office for information.