Connect with Like-Minded Wealth Preservationists in Sophisticated Settings
Expertly Crafted Moments Where Learning Mmeets Meaningful Connection
Join us every Tuesday at 7 PM for our TrustUp Calls, where we explore real-world strategies to protect, grow, and pass on wealth with confidence and clarity.
For those committed to going deeper, our Advanced Training Calls meet every other Saturday, offering high-level tools and insider insights reserved for serious legacy architects.
These gatherings aren’t just educational—they’re power sessions for the legacy-minded.
TrustUp events transcend typical financial seminars, offering sophisticated environments where discerning individuals can expand both their knowledge and their network. Each event is meticulously designed to deliver substantive insights while facilitating meaningful connections with fellow wealth preservationists.
From intimate executive roundtables to our annual Legacy Summit, our events attract accomplished professionals, business owners, and legacy-minded individuals who understand that wealth preservation requires both expertise and strategic relationships.
All events are by invitation or application only, ensuring an atmosphere of exclusivity and relevance. Explore our upcoming calendar and reserve your place at these distinguished gatherings.
Mark Your Calendar for these Exclusive Gatherings
Common Inquiries about Our Events
All TrustUp events are by invitation or application only to ensure an appropriate audience for each gathering. You can request an invitation by contacting us through the form on this page or by calling our office. For certain events, current TrustUp clients receive priority access and may be eligible for complimentary attendance.
Our events attract accomplished professionals, business owners, executives, and high-net-worth individuals who are serious about sophisticated wealth preservation. While specific demographics vary by event, attendees typically have a minimum net worth of $2 million or annual income exceeding $300,000. More importantly, they share a commitment to strategic wealth management and legacy planning.
Absolutely not. Our events are designed to deliver substantive education and facilitate meaningful connections. While our team is available to discuss services with interested attendees, there are no sales presentations or pressure tactics. We believe in demonstrating our expertise through valuable content, allowing attendees to determine if our approach aligns with their needs.
For most events, you may request to bring a spouse, business partner, or adult family member involved in your financial decision-making. All guests must be approved in advance to maintain the caliber and relevance of our attendee group. For the Family Legacy Retreat, we specifically encourage participation by multiple family members, with pricing structured accordingly.
For most events, cancellations made at least 14 days in advance receive a full refund. Cancellations within 7-14 days receive a 50% refund or full credit toward a future event. Cancellations less than 7 days before the event are non-refundable but may be eligible for partial credit toward a future event. The Family Legacy Retreat has a more restrictive policy due to its residential nature, which is provided upon registration.