We believe everyone deserves to understand their investing options and their financial targets. That's why Tree City Advisors offers classes for you to learn in a group environment. Some of our classes are free, others have a fee but save you money from hiring an advisor.


The classes we offer vary, but Financial Planning Classes are offered 4-6 times each year.  

Financial Planning

Next Class:

To be determined

6-8 PM


CapEd Credit Union Classroom, Meridian 

275 S. Stratford Dr.


$400/Household or $300 with

CapEd Member Discount Code.


We encourage couples to attend together.

Merdian financial advisor