Get the investment principles you need – fast & smart

Join an instructor-led course tailored for the specific financial needs of successful professionals.

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$0.00 Registration Fee includes 1 course textbook. Bring spouse or guest at no additional charge.

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Effective financial principles in a classroom setting

Six hours of financial mastery education

Integrate your finances with your goals and values

Get answers to your questions about new tax policy changes

What You Receive

When was the last time you learned something that truly made a positive impact in your financial life? Did it come from a trendy self-help book? A viral social media share? Wealth Creation Today® takes a comprehensive, objective approach, giving you indispensable tools to avoid mistakes and recognize smart solutions for your personal financial wellness.

Written in concise, easy-to-understand language, the Wealth Creation Today® course textbook provides a comprehensive source of critical financial information and wealth planning strategies. Use it to follow along in class and as an at-home reference. It includes both the latest regulatory changes and timeless principles to help lead you through the wealth planning process and beyond, long after you've completed the course.

The classroom prepared you for your career. Now it's time to take a deep dive into your financial future. Come together with your peers for an insightful approach to assembling the personalized tools and strategies necessary for a lifetime of informed decisions.

Was one of your questions not adequately covered in class? Do you need to discuss a personal financial matter or specific investment strategies? Your course fee includes an optional one-hour private lab session.

Your instructor is Tron D. Welch, CFP®, MBA, AIF®. Tron has taught financial workshops at the college level as well as through BVSD Lifelong Learning. He is a proud Boulder High graduate, a passionate CU Buffaloes fan and a committed Team Rubicon volunteer.  In his free time, Tron enjoys traveling with his family, trail running and exploring all that Colorado has to offer.

Tron is a registered advisor, securities offered through representatives of Securities America, Inc, a broker dealer, member FINRA/SIPC. Advisory services offered through Wealth Plan Partners. Welch Financial Planning LLC, Wealth Plan Partners, and Securities America are not affiliated. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.

OR

Your instructor is Tron D. Welch, CFP®, MBA, AIF®. Tron has taught financial workshops at the college level as well as through BVSD Lifelong Learning. He is a proud Boulder High graduate, a passionate CU Buffaloes fan and a committed Team Rubicon volunteer.  In his free time, Tron enjoys traveling with his family, trail running and exploring all that Colorado has to offer.

Tron is a registered advisor, securities offered through representatives of Securities America, Inc, a broker dealer, member FINRA/SIPC. Advisory services offered through Wealth Plan Partners. Welch Financial Planning LLC, Wealth Plan Partners, and Securities America are not affiliated. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.

 

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