The Wealth 360 Masterclass Series

A Comprehensive, Year Round Financial Education Experience

The Wealth 360 Masterclass Series is a monthly educational program designed to help you build wealth with clarity, confidence, and a complete 360 degree strategy. Hosted by Wealth Advisor Treshana Walker, each masterclass provides practical guidance, expert insights, and actionable tools to support your financial goals.
This series reflects our planning first approach and is ideal for professionals, executives, business owners, women, and families seeking a structured, thoughtful path to long term financial independence.
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What You Can Expect
Each 1 hour masterclass includes:
• Clear, actionable financial strategies
• A holistic approach to wealth planning
• Real world examples and case studies
• Live Q&A with Treshana
• Worksheets, checklists, and planning tools
• Access to session replays
Our goal is to help you make informed decisions with confidence — and to ensure your financial plan reflects your values, goals, and life.
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2026 Masterclass Themes
• January: The Wealth Reset
• February: Women & Wealth
• March: Tax Smart Planning for Professionals & Executives
• April: Investing With Purpose
• May: The Business Owner Wealth Blueprint
• June: Mid Year Money Check In
• July: Designing a Wealthy Life
• August: Retirement Ready
• September: Fall Wealth Reset
• October: Family Wealth & Legacy Planning
• November: Responsible Investing
• December: Year End Tax & Wealth Moves
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Who Should Attend
This series is designed for individuals who want:
• A clear, structured financial plan
• Tax efficient strategies
• Confidence in their investment decisions
• Guidance through major life and career transitions
• Support in building long term financial independence
Whether you’re early in your career, growing a business, preparing for retirement, or building generational wealth, this series provides the clarity and direction you need.
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Reserve Your Spot
Registration is complimentary.
Sign up once to access all 12 masterclasses throughout the year.
 

Reserve Your Spot

This series is free, but space is limited.
Register once and get access to all monthly sessions.

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