April 21, 2026

Close the Gaps that Threaten Your Financial Future

WHEN

April 21, 2026

5:30pm - 6:30pm

WHERE

Other Lands: Neighborhood Brewery & Café

731 Rutherford Rd, Greenville, SC 29609

Avoid costly retirement mistakes
BEFORE it’s too late

Since 2005, The Wealth Training Academy’s Wealth Shield System™ has helped thousands of families uncover hidden fees, reduce, unnecessary taxes, and build retirement income plans designed to last through market volatility, inflation, and rising costs. As true fiduciary advisors, we take a Personal CFO Wealth Coach approach, helping you see how every piece of your financial life works together so you can retire with clarity, confidence, and control.

 

This event is a relaxed, conversation style free educational workshop - no products - for people thinking about who are thinking about the best way to retire, or are currently facing any questions or concerns in retirement, and want clarity without the pressure or formality of a presentation.  Instead, we’ll guide a thoughtful conversation around the questions we hear every single week, giving people space to reflect, ask questions, and better understand where they may want clarity moving forward.

 

This will be a relaxed setting with coffee, cocktails, & full café menu available with your 1st drink on us.

 

This will also be an opportunity to speak with our Advisors from each department. We work in house as one team on all areas of your retirement including tax planning, investments, insurance, estate planning, and business coaching. If your questions or concerns lie in one of these specific areas, this will provide you the chance to get specific insight.

 

RESERVE YOUR SPOT

Limited Capacity for this One Time Event

Please RSVP by April 3, 2026

Space is intentionally limited to keep the conversation meaningful and personal

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.

Directions & Parking Info

Other Lands: Neighborhood Brewery & Café

731 Rutherford Rd, Greenville, SC 29609

 

On-site parking is available, making arrival and departure easy.

The WTA Team

The Wealth Training Academy

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https://wealthtrainingacademy.com

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info@wealthtrainingacademy.com

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8642976125

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.  

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