In his January Truepoint Viewpoint, our CEO and Founder, Michael J. Chasnoff, CFP®, emphasized our commitment to continually improving our client experience, and he mentioned that we would be launching several initiatives in 2014 to do just that. Now four months into the year, we are excited about the progress
Over the years, Truepoint has hosted a number of events for our clients, but nothing gender-specific. As nearly half of Truepoint's employees and clients are women, we decided to host our first ladies luncheon on May 11th at Kenwood Country Club. Internally, our ladies-only group began to discuss ideas for topics
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