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AS A TRUADVICE WEALTH MANAGEMENT FAMILY, WE MEET TOGETHER AT FUN,

INFORMATIONAL OUTINGS DURING THE YEAR

 

We bring in specialists to cover both financial and current event topics related to retirement, health care, food, wine, historical events, travel, and anything related to the retirement journey our families are experiencing.

LUNCH & LEARN

Chris Sleight presenting market updates
11:15AM check-in, 11:45AM presentation
Laurel Oak Country Club

LUNCH & LEARN and BINGO
11:15AM check-in, 11:45AM Bingo & Lunch
Lakewood Ranch Country Club

5284 STATION WAY, SARASOTA, FL 34233       •        (941) 260-9500        •        © 2025 TRUADVICE WEALTH MANAGEMENT

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Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser.  Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed an offer or solicitation of an investment product or service. Not all products and services offered by Bison are suitable for all investors.  All investments contain risks which include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal advisor before investing. TRUADVICE Wealth Management is a DBA of Bison Wealth, LLC. Additional information about Bison can be found at  [Form ADV]  [Form CRS] [Privacy Policy]

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