Events

Educating our Clients

Throughout the year, Truepoint hosts various education events, offering insights on timely topics to our clients and peers. Truepoint’s Financial Education is an additional resource for objective, unbiased information on a variety of wealth management and investment-related topics and is intended to provide education to help our clients reach their financial goals.

P&G Workshop - 2012

Informed Advice: A P&G Retirement Workshop – 2012
May 24, 2012
Truepoint hosted education session

Ladies Luncheon - 2012

Imagine... Then Do It
May 8
Truepoint hosted women-only event

Tax Webinar - 2012

Federal Income Tax Landscape 2012 & 2013
January 17
Forefield hosted webinar

Investment Webinar - 2011

Foreign Allocation Increase
December 16
Truepoint hosted Webinar

P&G Workshop - 2011

P&G Retirement Quest Workshop
November 17, March 15 and March 8
Truepoint hosted education session

Ladies Luncheon - 2011

Ladies & Philanthropy
May 11
Truepoint hosted women's-only event

Annual Client Meeting – 2010

The Wisdom of Crowds
September 16
Truepoint hosted client event

Investment Webinar – 2010

How the Market Works...and What It Means for Your Portfolio
April
Truepoint hosted Webinar

Roth IRA Webinar - 2010

To Roth or Not to Roth?
January
Truepoint hosted Webinar

Annual Client Meeting - 2009

Dimensions of Investing
September 17
Truepoint hosted client event

Financial Literacy Webinar

Financial Literacy: What You Need to Know
July
Truepoint and Cooney, Faulkner & Stevens co-hosted Webinar

Investment Webinar – 2009

Market Exit Strategies
June
Truepoint hosted conference call

Economic Webinar - 2009

Timely Perspectives on the Bear Market and Economic Crisis
March
Truepoint and Vanguard co-hosted Webinar

Investment Presentation - 2007

Public vs. Private Equity
April
Truepoint and Fort Washington Private Equity co-hosted breakfast