Unlocking Financial Success: TrueHolistic Case Studies Live!

Ever wonder how the right financial moves can make all the difference? Join us for an exclusive TrueHolistic Team Case Study Event, where we break down real-life financial puzzles and reveal how strategic planning leads to success.

What’s in Store?

Our team of experts will take you behind the scenes of financial decision-making, covering crucial planning areas, including:

• Required Minimum Distributions (RMDs) – When, how, and why they matter.
• Life Insurance – More than just a policy; it’s a legacy.
• Health Insurance – Understanding your coverage options like a pro.
• Beneficiary IRAs – Avoiding common mistakes and maximizing benefits.

Our team will dive into specific case studies, lay out the facts and challenges and end with the resolutions reached in the best interest of our clients. We will also cover current legislation in motion and how changes might affect you.

“The time to repair the roof is when the sun is shining.” – John F. Kennedy

This Presentation is part of our FREE Education Series. View more >

We help people secure the financial confidence they deserve.

This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.