Each class is 75 minutes, hands-on, and ends with you doing the first step on your phone before you leave. Start with class 1 whatever your situation; join the others at the rung you’re on.
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Who teaches it?
Charles Hall and the Trinity Tax team. We prepare hundreds of returns a year, which means we see what actually works for families like yours, not what works on paper.
Do I need to be a client?
No. Clients attend free; everyone else pays the class price. If you become a client later, the classes are free from then on.
What do I bring?
Your phone and, if you have it, a recent pay stub. For class 3, your last tax return. That’s it.
Will you sell me something?
No. These are education, not sales. We don’t recommend specific funds or companies and we aren’t paid by any of them. If you want one-on-one help, you can book it in your portal.
Education only. Nothing in these classes is individualized investment advice, and no products are sold or recommended. Talk with a qualified professional about your own situation.