LIVE WEBINAR

Build a tax-smart path to financial freedom with Trey Flores

Reserve your seat for an exclusive 60-minute session. Two quick steps — under a minute.

  • ✓Live Q&A with Trey
  • ✓Free — no card required
  • ✓Live attendees unlock a private 1-on-1 with Trey
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WHAT WE'LL COVER

Strategy tailored to your situation.

An hour with Trey grounded in the questions clients ask every week — pension plans, retirement accounts, and the protection most advisors gloss over.

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Tax strategies that actually move the needle

Specific, legal moves to keep more of what you earn — pulled from real client wins.

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Pension & retirement account playbook

401(k), IRA, Roth, deferred comp, state pensions — what fits your situation, not the generic advice.

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Protection: long-term care, healthcare, legacy

How to cover the gaps insurance brokers don't talk about — without overpaying.

Trey Flores
YOUR HOST

Meet Trey Flores

Co-Owner, TruPath Wealth
  • Co-Owner of TruPath Wealth
  • Licensed financial professional
  • Specializes in tax-advantaged retirement strategies

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