Empowering Women Investors (3.12.20)
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)
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)
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)
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