Events

Beat The Budget Workshop : WEBINAR

AFTER THE FALL: WHAT YOU NEED TO KNOW ABOUT LONG-TERM CARE & INSURANCE (PM SESSION)

A fall can change your care needs overnight. Learn what to expect next from long-term care options to what Medicare and insurance really cover. Perfect for older adults, caregivers, and families planning ahead.

AFTER THE FALL: WHAT YOU NEED TO KNOW ABOUT LONG-TERM CARE & INSURANCE ( AM SESSION)

A fall can change your care needs overnight. Learn what to expect next from long-term care options to what Medicare and insurance really cover. Perfect for older adults, caregivers, and families planning ahead.

Medicare Basics ( PM Session)

Confused about Medicare? Join us for a quick, easy-to -understand overview of how Medicare works, what it covers, and how to enroll - without the stress. You will learn the differences between the different parts of Medicare, understand costs, coverage, and plan options, and be able ask your questions!

Medicare Basics (AM Session)

Confused about Medicare? Join us for a quick, easy-to -understand overview of how Medicare works, what it covers, and how to enroll - without the stress. You will learn the differences between the different parts of Medicare, understand costs, coverage, and plan options, and be able ask your questions!

Dinks & Dairy At Buhl Park

Where the only thing getting served faster than the ball.. is ice cream! Get ready for a sweet and sporty afternoon in the park! A fun filled event featuring friendly pickleball matches and ice cream.

Outsmarting Scams: Stay Sharp, Stay Safe (PM Session)

In this eye-opening session, you’ll learn how to spot common scams, protect your money and identity, and respond with confidence. From phishing texts to fake tech support and romance scams, we’ll cover real examples and smart ways to stay one step ahead.

Outsmarting Scams : Stay Sharp, Stay Safe (AM Session)

In this eye-opening session, you’ll learn how to spot common scams, protect your money and identity, and respond with confidence. From phishing texts to fake tech support and romance scams, we’ll cover real examples and smart ways to stay one step ahead.

Foundational Assessment (PM ) Workshop

Kickstart your financial clarity with a hands-on, in-person experience. This free workshop is designed to help you take the first step toward understanding your full financial picture. Together, we’ll dive into your personal financial details and enter them into our professional planning software. Please bring account values, statements, and any financial documents you have on hand. Once your information is entered, our team will complete a personalized Foundational Assessment and schedule a one-on-one review session to walk through your results. Whether you’re just starting out or reevaluating your path, this session will point you in the right direction—with clarity and confidence.

Foundational Assessment (AM ) Workshop

Kickstart your financial clarity with a hands-on, in-person experience. This free workshop is designed to help you take the first step toward understanding your full financial picture. Together, we’ll dive into your personal financial details and enter them into our professional planning software. Please bring account values, statements, and any financial documents you have on hand. Once your information is entered, our team will complete a personalized Foundational Assessment and schedule a one-on-one review session to walk through your results. Whether you’re just starting out or reevaluating your path, this session will point you in the right direction—with clarity and confidence.

Foundational Assessment (PM ) Workshop

Kickstart your financial clarity with a hands-on, in-person experience. This free workshop is designed to help you take the first step toward understanding your full financial picture. Together, we’ll dive into your personal financial details and enter them into our professional planning software. Please bring account values, statements, and any financial documents you have on hand. Once your information is entered, our team will complete a personalized Foundational Assessment and schedule a one-on-one review session to walk through your results. Whether you’re just starting out or reevaluating your path, this session will point you in the right direction—with clarity and confidence.

Foundational Assessment (AM ) Workshop

Kickstart your financial clarity with a hands-on, in-person experience. This free workshop is designed to help you take the first step toward understanding your full financial picture. Together, we’ll dive into your personal financial details and enter them into our professional planning software. Please bring account values, statements, and any financial documents you have on hand. Once your information is entered, our team will complete a personalized Foundational Assessment and schedule a one-on-one review session to walk through your results. Whether you’re just starting out or reevaluating your path, this session will point you in the right direction—with clarity and confidence.

Psychology of Investing : Webinar Only

Investing isn't just about numbers - it's about behavior, emotion, and mindset. We'll explore the psychological side of investing. 

Foundational Assessment (PM ) Workshop

Kickstart your financial clarity with a hands-on, in-person experience. This free workshop is designed to help you take the first step toward understanding your full financial picture. Together, we’ll dive into your personal financial details and enter them into our professional planning software. Please bring account values, statements, and any financial documents you have on hand. Once your information is entered, our team will complete a personalized Foundational Assessment and schedule a one-on-one review session to walk through your results. Whether you’re just starting out or reevaluating your path, this session will point you in the right direction—with clarity and confidence.

Foundational Assessment (AM ) Workshop

Kickstart your financial clarity with a hands-on, in-person experience. This free workshop is designed to help you take the first step toward understanding your full financial picture. Together, we’ll dive into your personal financial details and enter them into our professional planning software. Please bring account values, statements, and any financial documents you have on hand. Once your information is entered, our team will complete a personalized Foundational Assessment and schedule a one-on-one review session to walk through your results. Whether you’re just starting out or reevaluating your path, this session will point you in the right direction—with clarity and confidence.

Basics of Investing (PM) Workshop

A workshop designed to introduce the fundamentals of investing. We will cover topics like stocks, bonds, risk management, and asset allocation. 

Basics of Investing (AM) Workshop

A workshop designed to introduce the fundamentals of investing. We will cover topics like stocks, bonds, risk management, and asset allocation. 

The Basics of Estate Planning with Attorney Jason Dibble

Learn the basics of estate planning directly from an experienced attorney.

Foundational Assessment (PM ) Workshop

Kickstart your financial clarity with a hands-on, in-person experience. This free workshop is designed to help you take the first step toward understanding your full financial picture. Together, we’ll dive into your personal financial details and enter them into our professional planning software. Please bring account values, statements, and any financial documents you have on hand. Once your information is entered, our team will complete a personalized Foundational Assessment and schedule a one-on-one review session to walk through your results. Whether you’re just starting out or reevaluating your path, this session will point you in the right direction—with clarity and confidence.

Foundational Assessment (AM ) Workshop

Kickstart your financial clarity with a hands-on, in-person experience. This free workshop is designed to help you take the first step toward understanding your full financial picture. Together, we’ll dive into your personal financial details and enter them into our professional planning software. Please bring account values, statements, and any financial documents you have on hand. Once your information is entered, our team will complete a personalized Foundational Assessment and schedule a one-on-one review session to walk through your results. Whether you’re just starting out or reevaluating your path, this session will point you in the right direction—with clarity and confidence.

Sip & Paint Party with Tru-Fit

Because life isn't just spreadsheets & numbers, we bring a relaxing and creative evening with you.  Our free event includes:  Painting session with all the needed materials.  Wine and refreshments  A laid-back space to unwind and connect with us! 

Behavioral Finance (PM) Workshop

A workshop designed to explore emotional & cognitive biases affect on financial choices, while teaching you to recognize & avoid pitfalls that can jeopardize your long-term plans. 

Behavioral Finance (AM) Workshop

A workshop designed to explore emotional & cognitive biases affect on financial choices, while teaching you to recognize & avoid pitfalls that can jeopardize your long-term plans.