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2017-09-22 05:15

★ Anniversary Celebration ★ The Art of Legacy Planning ★ (9.23.17)

Saturday, Sept 23, 10:00 am - 3:00 pm │Brunch Provided
Captain's Quarters Riverside Grill & Princess Cruise Liner

Clients, R. Travis Terlau, CFP® and your team at Investment Answers cordially invite you and your loved ones to wrap up our finale 10 Year Anniversary celebration. Please see your private invitation for details or call our office directly. Seating is Limited Adult family members are encouraged to attend!     For clients and family […]

Optimizing Your Social Security Benefits (9.25.17)

Sept 25, 6:00-8:30 pm │ Clifty Falls Restaurant, Clifty Falls State Park
Dinner Provided

Understanding when and from where you will receive your income is the foundation of a successful retirement. Wisely managing your Social Security benefits starts with understanding the facts. This educational event will cover the following and more: ► Learn strategies to help maximize your Social Security benefits ► The current state of the Social Security […]

Optimizing Your Social Security Benefits (9.28.17)

Sept 28, 6:00-8:30 pm │ Two Rivers Restaurant, General Butler State Park
Dinner Provided

Understanding when and from where you will receive your income is the foundation of a successful retirement. Wisely managing your Social Security benefits starts with understanding the facts. This educational event will cover the following and more: ► Learn strategies to help maximize your Social Security benefits ► The current state of the Social Security […]

Optimizing Social Security Benefits (10.2.17)

Oct 2, 6:00-7:30 pm │ Drury Inn & Suites
Refreshments Provided

Understanding when and from where you will receive your income is the foundation of a successful retirement. Wisely managing your Social Security benefits starts with understanding the facts. This educational event will cover the following and more: ► Learn strategies to help maximize your Social Security benefits ► The current state of the Social Security […]

Optimizing Your Social Security Benefits (10.5.17)

Oct 5, 6:00-7:30 pm │ Drury Inn & Suites
Refreshments Provided

Understanding when and from where you will receive your income is the foundation of a successful retirement. Wisely managing your Social Security benefits starts with understanding the facts. This educational event will cover the following and more: ► Learn strategies to help maximize your Social Security benefits ► The current state of the Social Security […]

Optimizing Your Social Security Benefits (10.7.17)

Oct 7, 10:30 am - 12:00 pm │ Drury Inn & Suites
Refreshments Provided

Understanding when and from where you will receive your income is the foundation of a successful retirement. Wisely managing your Social Security benefits starts with understanding the facts. This educational event will cover the following and more: ► Learn strategies to help maximize your Social Security benefits ► The current state of the Social Security […]