WHEN
Thursday, February 5, 2026
10:00AM - 11:00AM, Serving Brunch
OR
6:00PM - 7:00PM, Serving Dinner
WHERE
Top Golf
201 Clifton Ct, Greenville, SC 29615
OR STREAM VIRTUALLY
Join us for our Annual Client Exclusive 2026 State of the Markets Event as our way of saying thanks.
Here we’ll take a clear, high-level look at the economic landscape and what it may mean for investors moving forward.
We’ll discuss current market conditions, key trends shaping the year ahead, and how thoughtful planning can help navigate uncertainty with confidence. This event is designed to provide perspective, not predictions, helping you stay informed and grounded in a changing financial environment.
Attendees may join us in person at Topgolf Greenville or virtually via Zoom. Brunch or dinner will be provided for in-person guests.
This complimentary event is for adult attendees only. Attendees must be a client of the firm, or a guest of a client.
Space is limited, so RSVP early to reserve your seat.
USE THIS PAGE TO REGISTER FOR YOUR PREFFERED SESSION BELOW
RSVP REGISTRATION FORM
Please RSVP by January 25, 2026
We never spam. By clicking this button, you consent to be contacted by a financial professional, by phone, email, and/or automated SMS regarding your financial strategy. You may unsubscribe at any time. Consent is not a condition of receiving services.
Top Golf Greenville
201 Clifton Ct, Greenville, SC 29615
Complimentary parking is available at Topgolf Greenville.
Please enter through the main front doors and take the
elevator or stairs to the third floor, where the event will take place.
The WTA Team
The Wealth Training Academy
Content prepared by Snappy Kraken.
The Wealth Training Academy, LLC is an independent affiliate marketing company that specializes in providing marketing, training, and coaching services for professional industries. WTA materials are designed for business owners, and pre-and post-retirees to learning, understanding, and taking back control of their business and personal wealth. WTA provides access to its educational materials and rents out its facilities and materials to other organizations and is not responsible for its use and content.
WTA’s Tax Affiliate Division uses The Tax Advisory Group, LLC, which is an independent tax-reduction planning and preparation firm. Tax-related services are offered to help business owners and individuals create sound tax-planning strategies that are custom suited to their needs and objectives.
WTA’s Investment Affiliate Division uses Idle Hill Advisors, LLC (IHAL), which is a SC Registered Investment Adviser firm. Certain appropriately licensed individuals are registered to offer Investments through Idle Hill Advisors, LLC. IHAL is not affiliated with any entities listed herein. IHAL does not offer tax, insurance, or legal advice. Past Performance is no indication of future results. All investments carry inherent risks and may not be suitable for everyone.
WTA’s Insurance Affiliate Division uses Insurance Made Easy, LLC. which is an independent insurance firm. Certain appropriately individuals are licensed to offer Insurance through Insurance Made Easy, LLC. Insurance services offered are to help business owners and individuals create insurance strategies using a variety of insurance products custom suited to their needs and objectives.
WTA’s Estate Planning Affiliate Division uses Essential Estate Planning, with our attorney groups can help assist with various legal matters – all under one roof. The Wealth Training Academy themselves are not attorneys.
WTA’s Business Affiliate Division uses Maximizing Value, LLC, which is an independent Personal and Business Coaching, and Consulting firm. Services offered are to help business owners Maximize their Profits and Increase the Value of their companies while creating more time, freedom, and money for themselves and their families.
This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Please consult with a professional regarding your personal situation.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
12/24-4033634#C
No thanks
We never spam. By clicking this button, you consent to be contacted by a financial professional, by phone, email, and/or automated SMS regarding your financial strategy. You may unsubscribe at any time. Consent is not a condition of receiving services.
We're looking forward to seeing you!
If applicable, please forward your event confirmation email to any guests you’ve invited.
If your RSVP changes, please contact us at 8642976125 or info@wealthtrainingacademy.com.
See you soon!
The WTA Team
The Wealth Training Academy