2026

Casual Conversations

CCC: Casual Coffee or Cocktail Conversation
CAC: Classes at the Creek - Stone Residents Only
COLC: Casual Online, On-Demand, and Limited Run Conversation
SCRC - Stone Creek Reunion Center

Wednesday, February 11, 2026
A few events have been cancelled due to scheduling conflicts that are unavoidable.

Writing Your Life Story - Part 1

Thursday, February 12 - 1:00 PM to 2:30 PM CAC

Old School Methods, NEw School Technology, ONE School Approach. A Beginner’s Guide to AI Writing. Click here for details.

SCRC Refreshment Sponsor

Tuesday, February 24 - SCRC

Writing Your Life Story - Part 2

Thursday, February 26 - 1:00 PM to 2:30 PM CAC

Old School Methods, NEw School Technology, ONE School Approach. A Beginner’s Guide to AI Writing. Click here for details.

The Truesdell Retirement Meltdown Calculator

Sunday, March 8th - 2:30 PM - Stonewater Club - CCC

The most powerful retirement planning tool I built 35 years ago, updated. It easily shows your income, spending, risk, and longevity under real-world conditions, demonstrated live, and is available for unlimited use for all clients.

Client Quarterly

Wednesday, March 11th - 9:30 AM - Stonewater Club - CCC

A private quarterly briefing for clients and their invited guests. I walk through major economic, business, and investment developments using known and unknown collaborative intelligence sources, supported by both quantitative and qualitative analysis. I explain why forecasting is a disciplined mathematical interpretation while prediction is guesswork, and how I incorporate the Rumsfeld framework of knowns, known unknowns, and unknown unknowns related to risks, realities, and opportunities shaping the future.

Writing Your Life Story - Part 3

Thursday, March 12 - 1:00 PM to 2:30 PM CAC

Old School Methods, NEw School Technology, ONE School Approach. A Beginner’s Guide to AI Writing. Click here for details.

Whiskey, Wine, and Wombats Wingdings

Friday, March 13 - 5 PM to 7PM - SCRC

The Big Five Truesdell Investment Portfolios and More

Sunday, March 22nd - 2:30 PM - Stonewater Club - CCC

The Truesdell Wealth approach to building durable, disciplined investment portfolios. How allocations work, what makes them different, and how we manage risk in a rapidly changing world. How blended equal weight indexing with fractional shares works. Confused? You must attend.

Writing Your Life Story - Part 4

Thursday, March 26 - 1:00 PM to 2:30 PM CAC

Old School Methods, NEw School Technology, ONE School Approach. A Beginner’s Guide to AI Writing. Click here for details.