Empowering Women Investors (3.12.20)

RSVP
March 12, 6:00 pm - 8:30 pm | Drury Inn & Suites
Dinner Provided

R. Travis Terlau, CFP® invites you to join us for our newest presentation.

● Becoming a Burden │ 70% of those age 65+ are likely to need long-term care

● Gifting Strategies │ Help protect your loved one’s inheritance

● What if I’m Single Again? │Know THIS about your finances

● Lifetime Income │ Create strategic Buckets of Money that work for you

● Avoiding Risk│ Do this One Thing before it’s too late

Empowering Women Investors (3.16.20)

RSVP
March 16, 6:00 pm - 8:30 pm | Clifty Falls Restaurant
Dinner Provided

R. Travis Terlau, CFP® invites you to join us for our newest presentation.

● Becoming a Burden │ 70% of those age 65+ are likely to need long-term care

● Gifting Strategies │ Help protect your loved one’s inheritance

● What if I’m Single Again? │Know THIS about your finances

● Lifetime Income │ Create strategic Buckets of Money that work for you

● Avoiding Risk│ Do this One Thing before it’s too late

2020 State of the Markets (3.26.20)

RSVP
March 26, 6:00 pm - 8:30 pm | Drury Inn & Suites
Dinner Provided

Join us as R. Travis Terlau, CFP® discusses:

● Recap 2019 & Q1 2020 │Tariffs, Coronavirus, Interest Rate Cuts

● Social Security │Will it remain solvent?

● S.E.C.U.R.E. Act │What this newly passed Congressional bill means for your IRA/401(k)

● Market Volatility │Factors impacting the Stock Market’s Historic Rollercoaster Run

● Action Plan │What to do if you’re 5 Years or Less from Retirement

2020 State of the Markets (3.30.20)

RSVP
March 30, 6:00 pm - 8:30 pm | Clifty Falls Restaurant
Dinner Provided

Join us as R. Travis Terlau, CFP® discusses:

● Recap 2019 & Q1 2020 │Tariffs, Coronavirus, Interest Rate Cuts

● Social Security │Will it remain solvent?

● S.E.C.U.R.E. Act │What this newly passed Congressional bill means for your IRA/401(k)

● Market Volatility │Factors impacting the Stock Market’s Historic Rollercoaster Run

● Action Plan │What to do if you’re 5 Years or Less from Retirement