866.792.6668


July 2017 Newsletter

July 2017

June 2017 Newsletter

June 2017

May 2017 Newsletter

May 2017

Pass the Word…

TrueWealth is looking to hire a full-time Receptionist/Administrative Assistant at our Carroll location.  We are searching for an outgoing individual to be the face and voice of our company.  This position includes both receptionist and administrative functions.  A successful candidate is someone who:

  • Regularly demonstrates integrity, honesty, teamwork and professionalism
  • Displays patience, empathy and genuine caring for others
  • Is intuitive and has a proactive approach to serving others
  • Has strong work ethic and takes ownership of his/her work
  • Thrives on busy phones and lots of activity
  • Successfully handles multiple projects, priorities and deadlines simultaneously
  • Exhibits a professional, polished demeanor at all times

If you or someone you know is interested in this position, please apply by forwarding your resume with a cover letter and salary requirements to:

Human Resources, PO Box 665, Carroll, IA 51401

April 2017 Newsletter

April 2017

March 2017 Newsletter

March 2017

Upcoming Workshops

MATSON MONEY BLUE TRAINING

Tuesday, October 17, at 3:00 PM at Ames, Venue TBD  201715


INVESTOR COACHING SERIES:  MIND OVER MONEY

Tuesday, September 19, at 3:00 PM at Omaha, Venue TBD  201713


INVESTOR EDUCATION SERIES:  CHOOSING YOUR INVESTMENT PHILOSOPHY

Wednesday, October 11, at 3:00 PM at Ames, Venue TBD  201714


 

 

To register, complete the form below. 

First Name *

Last Name *

Street Address *

City *

State*

Zip*

Phone*

Email Address

Number attending*

6-Digit Workshop Number*

Name(s) of guest(s)

Workshop Reservation

Additional information/questions

February 2017 Newsletter

February 2017

January 2017 Newsletter

January 2017

December 2016 Newsletter

December 2016 Newsletter


RECENT POSTS