Financial Planning for High Net Worth Individuals LIVE

How My High Net Worth Clients Manage Their Entire Financial Picture

(without being a finance guru)

December 12th 6:30 PM EST


If You Are A High Net Worth Individual...  

And Want to Completely Simplify The Way You Manage Your Wealth.

You're In The Right Place.

In This LIVE Masterclass You’ll Discover…

  • The insider strategies our HNW clients use to craft a plan for their financial future.
  • The simple blueprint to making every financial decisions with logic instead of emotion.
  • The one thing every high net worth individual needs to streamline their finances and secure a successful multigenerational wealth plan.
  • Why spending the next few months (or years) subscribing to blogs, financial newsletters, watching videos or reading books is the wrong strategy to follow...and how there is a simpler and more efficient way to achieve your financial goals.
  • And... how to do this without having spend hours of your time meeting with a financial planner.

Presented by:




Trent specializes in helping High Net Worth Individuals across the country simplify their complex financial situation by providing results-based world class financial solutions. Over the last 7 plus years, Trent has taken part in managing over $3 billion for individuals, families and corporations.