Truepoint Wealth Counsel to Host “A Conversation with Jean Chatzky”
October 6, 2020 – Truepoint Wealth Counsel is pleased to host Jean Chatzy for a special Truepoint Talks webinar event, “A Conversation with Jean Chatzky,” on October 20, 2020 at 4:15 p.m. EST. Jean is the CEO of HerMoney.com and host of the podcast HerMoney With Jean Chatzky and a New York Times and Wall Street Journal best-selling author. Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve.
“We are excited to welcome Jean Chatzky to the Truepoint Talks webinar stage. We launched this series back in March as a way to stay connected with our clients through the pandemic, and we’re happy to include a prominent figure like Jean to speak to our community,” said Wealth Advisor Deanna Sicking.
2020 marks the 30th anniversary of Truepoint’s founding in 1990 and also the 10th anniversary of the firm’s Women’s Wealth Counsel initiative, a community of Truepoint’s female clients, team members and professional partners. “While we were disappointed not to be able to host our annual luncheon to celebrate the founding of the Women’s Wealth Counsel, we are pleased that we can leverage a virtual event with a dynamic speaker like Jean Chatzky to commemorate both important milestones in the history of Truepoint,” said Women’s Wealth Counsel Chair Chris Carleton, also a Wealth Advisor at Truepoint.
Please direct any questions about this event to Deanna Sicking. This virtual event is made possible by additional support from Fidelity Investments.
About Truepoint Wealth Counsel
Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning are core elements of our client experience and have been for years. And all our guidance is rooted in our clients’ personal values and goals as we connect all the dots to deliver peace of mind and possibility. As of June 30, 2021, the firm has $4.3 billion under management.