True Path Financial

Thank you to everyone who came out to our Defined Benefit Plans, Tax Strategies & Career Development session!

We truly appreciate everyone who took the time to join us and engage in meaningful conversations around defined benefit plans, tax strategies, and career development opportunities.

A special thank you to our presenters and everyone who shared their knowledge and insights. Your participation helped make the event a great success!

We’re grateful for the opportunity to connect with fellow financial professionals and advisors, share ideas, and continue building opportunities for growth and success.

Thank you for being part of it!

Join us in Burlingame on Saturday, September 26 for an informational session, We'll explore Defined Benefit Plans, tax strategies and career development opportunities.

September 26th, 2026
10:30 AM- 12:30 PM
1350 Bayshore Hwy, Burlingame, CA

The companies of National Life Group and its representatives do not offer tax or legal tax advice. For advice concerning your own situation, please consult with your appropriate professional advisor. True Path Financial's agents are independent contractors and are not employees of any National Life Group entity.

Join us in Burlingame on Saturday, September 26 for an informational session, We'll explore Defined Benefit Plans, tax strategies and career development opportunities.

September 26th, 2026
10:30 AM- 12:30 PM
1350 Bayshore Hwy, Burlingame, CA

The companies of National Life Group and its representatives do not offer tax or legal tax advice. For advice concerning your own situation, please consult with your appropriate professional advisor. True Path Financial's agents are independent contractors and are not employees of any National Life Group entity.

Join us in Burlingame on Saturday, September 26 for an informational session, We'll explore Defined Benefit Plans, tax strategies and career development opportunities.

September 26th, 2026
10:30 AM- 12:30 PM
1350 Bayshore Hwy, Burlingame, CA

The companies of National Life Group and its representatives do not offer tax or legal tax advice. For advice concerning your own situation, please consult with your appropriate professional advisor. True Path Financial's agents are independent contractors and are not employees of any National Life Group entity.

Life insurance can help protect the people who depend on you and provide financial support when it matters most.

Not sure how much coverage may be appropriate for your situation? Connect with a True Path Financial professional for a personalized life insurance review.

Schedule a consultation today.

Join us in Burlingame on Saturday, September 26 for an informational session, We'll explore Defined Benefit Plans, tax strategies and career development opportunities.

September 26th, 2026
10:30 AM- 12:30 PM
1350 Bayshore Hwy, Burlingame, CA

The companies of National Life Group and its representatives do not offer tax or legal tax advice. For advice concerning your own situation, please consult with your appropriate professional advisor. True Path Financial's agents are independent contractors and are not employees of any National Life Group entity.

What a game! ⚾️ We had a great time watching the second-to-last home game of the season as the Los Angeles Angels defeated the Minnesota Twins 6–5 in an exciting 11-inning battle on Saturday!

From all of us at True Path Financial, we’ll see you next season, Halos!

Are you thinking about your retirement goals?

A good place to start is understanding how your current savings and contributions may compare with your retirement timeline.

Our free Retirement Savings Calculator lets you explore potential retirement savings based on information such as your current age, retirement age, current savings, contributions and an assumed rate of return.

Explore the calculator:

https://www.truepathfinancialpartners.com/saving-for-retirement-hub-page-tj5cv

This calculator provides estimates based on certain assumptions and is not intended to provide specific investment advice. Results are not a guarantee of performance. Actual investment returns will vary over time. Please consider your individual circumstances and consult with appropriate professionals regarding your specific situation.