Casual Cocktail Conversation: Fixed Cost Investing & Real Estate
The Diamond Room at Stonewater – Stone Creek 55+ Community
Friday, April 18th, 2025 at 6:30 pm
Join us for a rare evening of financial insight and opportunity, hosted by Truesdell Wealth, Inc. We’ll explore a SMART (Simple Management of All Relevant Things) and more transparent way to think about money, investing, and real estate—free from the traditional games, gimmicks, and guesswork.
Arrive at 6:30 PM to enjoy afternoon cocktails, wine, and beer. The casual conversation will begin promptly at 6:30 PM.
Join us for an exclusive, eye-opening event where we explore a SMART (Simple Management of All Relevant Things) and smarter way to think about money, investing, and real estate—without the games, gimmicks, or guesswork.
Featured Presenter: Paul Truesdell
Meet the founder of Fixed Cost Investing and Fixed Cost Real Estate Agent Compensation. For just shy of four decades, Paul has spearheaded efforts to modernize estate planning, wealth transfer, asset protection, investing, and real estate transactions. His guiding principle? Make it fair. Make it clear. Make it work.
Wondering why you should pay more just because you have more—or settle for less just because you have less? Paul will reveal a better way that merges the best of the old and the new, creating a “ONE School” approach that works. This isn’t just theory; it’s proven and especially valuable if you’re within five years of retirement or already retired.
Why Attend?
This is a rare opportunity to gain insights into complex financial concepts in a relaxed and approachable setting. The conversation will balance sophisticated discussion with an accessible and engaging tone, ensuring all guests feel at ease while learning valuable information.
Don’t miss this unique opportunity to engage with Paul Truesdell, a seasoned expert with five decades of experience in investing, risk management, real estate, estate planning, asset protection, and more.
Paul brings his wealth of knowledge to life in a relaxed, engaging, and conversational setting, reminiscent of Johnny Carson’s Tonight Show. After sharing his insights on current events that are impacting retirees now. Paul then opens the floor for an interactive Ask Me Anything (AMA) session.
Enjoy great company, refreshing cocktails, and invaluable knowledge all in the elegant ambiance of Ocala’s Stone Creek.
Reserve Your Seat
Seating is extremely limited, and reservations are required. Call 352-612-1000 today to secure your spot at this exclusive gathering.
We look forward to welcoming you to an evening of meaningful discussion, expert insights, and new perspectives on retirement planning—compliments of Truesdell Wealth, Inc. Don’t miss this chance to position yourself for a more secure and prosperous future.
