Educational Resources

Unsure about whether you need a financial advisor? Trinity Strategic Wealth™ hosts numerous workshops annually including retirement planning, entrepreneur/executive series, and 401(k) educational workshops.

Educational Webinars

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Trinity Strategic Wealth™ Workshops

We offer a variety of workshops and can customize to your needs. Below are descriptions of some traditional workshops we offer.




Are you within 1-5 years of retirement?

These educational dinner settings are designed to help you build a solid foundation for retirement using the Financial Freedom Planner™ Tools. We look at ways to help you preserve principal as well as income, and construct an efficient portfolio in order to help you preserve and invest your money, so you can enjoy your life and realize your dreams.

The Financial Freedom Planner™ Tools discussed:

  • The Sufficient Income Solution™ Tool: How much do I need to retire?
  • The Penalty Free Income Calculator™ Tool: Could I retire early?
  • The Pension Option Evaluator™ Tool: Should I take my pension in a lump sum or fixed payments?
  • The Income Replacement Plan™ Tool: What about rising inflation & healthcare costs?

These exclusive luncheons are designed for successful Entrepreneurs, Business Owners and Corporate Executives. We utilize the intimate atmosphere of such places as the Polo Grill, The Summit Club, TiAmo’s, and others to discuss important topics specific to your goals and dreams such as:

  • Alternative Investments
  • Asset Protection Strategies
  • Special Stock Option Provisions
  • Retirement Planning Strategies
  • Succession Planning
  • Estate & Tax Planning Strategies



Make the most of your Retirement Savings Plan. Our purpose with these sessions is to inform and educate employees regarding their retirement planning options so that they will have confidence in making decisions for their future.

We discuss the current economic and market conditions, company stock, and 401(k) plan options, as well as dynamic asset allocation strategies. We also go over some important dangers employees face, and look at opportunities available.

We conduct 50 educational seminars each year for employees of area companies including: CenturyLink, AEP, Williams, WPX Energy, Baker Hughes, ConocoPhillips, Phillips 66, Spirit AeroSystems, Samson, Cimarex, SemGroup, Kimberly Clark, AAON, Magellan, and more.



Time to consider selling your business?

Read through the brochure below. Call us with any questions.

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These workshops are not sponsored by the above-named businesses and should not be construed as an endorsement of Trinity Strategic Wealth™ or Raymond James Financial Services, Inc. by any of them.