Truepoint recently hosted a successful Women’s Wealth Counsel event focused on “Preparing for the Unexpected.” We discussed best practices for managing the aftermath of life’s emergencies and distributed step-by-step information sheets to use in the event of a loved one’s death, a divorce or job loss. Additionally, attendees received a
Archives for November 2014
Sarah Sherman works with Truepoint employees, advising them on healthcare decisions, while Nate Johnson assists clients in assessing healthcare options and choosing the best one for their financial plan. In this Viewpoint, they collaborate to provide an integrated view of how to assess your healthcare choices. In today’s world, the term
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.