Episode Details

Events

January 15 – Online at truesdellwealth.com/events
Unbundling Bundled Investment Products – The Good, Bad, and Ugly

January 20 – Inauguration of the 47th President of The United States
Team Truesdell will be assisting the Stone Creek Republicans and their 500+ guests with video interviews and photography.

January 22 – Online at truesdellwealth.com/events
Don’t Pre-Need Plan Your Funeral with Them
The good, bad, and ugly when planning your funeral and end-of-life wishes.

January 28 – Stone Creek Republican Meeting
I will be attending the Stone Creek Republican meeting.

January 29 - Online at truesdellwealth.com/events
How to keep life insurance from meltdown if Medicaid is required for long-term care.

January 29 – Oak Run Republican Meeting
I will be attending the Oak Run Republican Meeting

February 5 – Online at truesdellwealth.com/events
The Truesdell CAMELOT™ Process

February 19 – Casual Cocktail Conversations
No cost or obligation for this in-person event at the Stone Creek Grille in Ocala, Florida. Topics: 1. Never Run Out of Money: Discover strategies to sustain financial security for life. 2. Never Pay Your Realtor a Commission: Learn innovative approaches to real estate transactions. 3. How to Profit from Terrorism: Explore the surprising economic trends and opportunities arising from global events.  

February 5 – Online at truesdellwealth.com/events
Florida Estate Documents Reviewed – Basics to Advance Without the Gobbledygook

February 28 – Sponsorship of The Tunnel to Towers Foundation Benefit Concert
We (Truesdell Wealth, Insurance, Consulting, and Law) are sponsors to the 911 Tunnel to Towers Benefit Concert at the Circle Square Cultural Center – Visit https://eirinnabu.com then click on SHOWS for tickets and details. This is going will be a “blow-out!” event with music from “our” era and more. Since 9/11, T2T have been helping America’s heroes by providing mortgage-free homes to Gold Star and fallen first responder families with young children and by building specially adapted smart homes for catastrophically injured veterans and first responders. T2T is committed to eradicating veteran homelessness and helping America to Never Forget September 11, 2001. One of those whose family benefited was a murdered Tampa Police Officer who I personally knew. Please attend and support T2T.

Truesdell Wealth, Inc. is a Registered Investment Advisor (RIA)
Paul Grant Truesdell, J.D., AIF, CLU, ChFC, RFC – Founder
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Due to our extensive holdings and our clients, you should assume that we have a position in all companies discussed and that a conflict of interest exists. The information presented is provided for informational purposes only. Past performance is not a guarantee of future performance. The Truesdell Companies is a conglomerate of professional service firms, owned in whole or jointly by various members of the Truesdell Family. 

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The Truesdell Companies is a proud sponsor of the Eirinn Abu benefit concert for Tunnel to Towers, on February 28th at the Circle Square arena in Ocala, Florida. For more information, visit: https://eirinnabu.com or https://eirinnabu.com/event/5760795/695871447/eirinn-abu-and-tunnel-to-towers-foundation-concert

Disclaimer

You are listening to the Paul Truesdell Podcast, sponsored by Truesdell Wealth and the other Truesdell Companies. Note. Due to our extensive holdings and our clients, always assume that we have a position