Golden Pumpkin Cake RSVP (11.11.22)

AS A WAY TO EXPRESS HOW THANKFUL WE ARE

We’ll let the cake do the talking.

In this season of giving, your team at Investment Answers wants to show our appreciation with a little something sweet.

Simply RSVP by November 11th for your delicious cinnamon walnut cake delivered to your home from Boston Cake Company. Enjoy!

Delivery dates may vary. Keep an eye out for your cake to be delivered Thanksgiving week.

Cinnamon Walnut Cake RSVP (11.11.22)

AS A WAY TO EXPRESS HOW THANKFUL WE ARE

We’ll let the cake do the talking.

In this season of giving, your team at Investment Answers wants to show our appreciation with a little something sweet.

Simply RSVP by November 11th for your delicious cinnamon walnut cake delivered to your home from Boston Cake Company. Enjoy!

Please note, the cinnamon walnut cake contains nuts.

Delivery dates may vary. Keep an eye out for your cake to be delivered Thanksgiving week.

Mark your calendar (10.13.22)

R. Travis Terlau, CFP® invites you and your guests to enjoy an evening of good company, a good meal, and food for thought. Learn about important financial issues that you need to be aware of, based on current financial topics, updated with recently released economic data.

RSVP now for you, your spouse, family members, friends, neighbors and/or co-workers that would benefit from this important discussion.
*Dinner Buffet Provided

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only. If you have any health conditions that would make you too vulnerable to attend this public event, or any symptoms that may indicate a serious health issue, please do not attend this event.

Mark your calendar (10.10.22)

R. Travis Terlau, CFP® invites you and your guests to enjoy an evening of good company, a good meal, and food for thought. Learn about important financial issues that you need to be aware of, based on current financial topics, updated with recently released economic data.

RSVP now for you, your spouse, family members, friends, neighbors and/or co-workers that would benefit from this important discussion.
*Dinner Provided

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only. If you have any health conditions that would make you too vulnerable to attend this public event, or any symptoms that may indicate a serious health issue, please do not attend this event.

★ Client Event ★ (9.30.22)

Keeping it in the Family: The Art of Legacy Planning

Investment Answers would like you to join us for an evening of great company, valuable information, and dinner!

Join us as R. Travis Terlau, CFP® helps provide an important perspective for this year.

Space is limited due to venue capacity. Please remit your RSVP within 48 hours of event date.
*Dinner Provided

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only. If you have any health conditions that would make you too vulnerable to attend this public event, or any symptoms that may indicate a serious health issue, please do not attend this event.

State of the Markets – Halftime Report (9.12.22)

R. Travis Terlau, CFP® invites you and your guests to enjoy an evening of good company, a good meal, and food for thought. Learn about important financial issues that you need to be aware of, based on current financial topics, updated with recently released economic data.

RSVP now for you, your spouse, family members, friends, neighbors and/or co-workers that would benefit from this important discussion.
*Dinner Provided

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only. If you have any health conditions that would make you too vulnerable to attend this public event, or any symptoms that may indicate a serious health issue, please do not attend this event.

State of the Markets – Halftime Report (9.15.22) WAITLIST

WAITLIST

R. Travis Terlau, CFP® invites you and your guests to enjoy an evening of good company, a good meal, and food for thought. Learn about important financial issues that you need to be aware of, based on current financial topics, updated with recently released economic data.

RSVP now for you, your spouse, family members, friends, neighbors and/or co-workers that would benefit from this important discussion.
*Dinner Provided

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only. If you have any health conditions that would make you too vulnerable to attend this public event, or any symptoms that may indicate a serious health issue, please do not attend this event.

Social Security in a Post-Covid World (8.11.22)

R. Travis Terlau, CFP® invites you and your guests to enjoy an evening of good company, a good meal, and food for thought.

13 Years to Insolvency │ How Social Security Benefits will be Impacted

The Great Resignation │The Great Re-engagement

Cost of Living Adjustment │Pros vs Cons

Social Security Reform │Trump ● Biden ● Bernie │Comparing Each Solvency Plan

Social Security Income │ Can You Afford a 20% Reduction?

Maximizing Your Social Security Benefits │Building Personalized Strategies

RSVP now for you, your spouse, family members, friends, neighbors and/or co-workers that would benefit from this important discussion.
*Dinner Provided, Catered by Ladyfingers

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only. If you have any health conditions that would make you too vulnerable to attend this public event, or any symptoms that may indicate a serious health issue, please do not attend this event.

Social Security in a Post-Covid World (8.8.22)

R. Travis Terlau, CFP® invites you and your guests to enjoy an evening of good company, a good meal, and food for thought.

13 Years to Insolvency │ How Social Security Benefits will be Impacted

The Great Resignation │The Great Re-engagement

Cost of Living Adjustment │Pros vs Cons

Social Security Reform │Trump ● Biden ● Bernie │Comparing Each Solvency Plan

Social Security Income │ Can You Afford a 20% Reduction?

Maximizing Your Social Security Benefits │Building Personalized Strategies

RSVP now for you, your spouse, family members, friends, neighbors and/or co-workers that would benefit from this important discussion.
*Dinner Provided

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only. If you have any health conditions that would make you too vulnerable to attend this public event, or any symptoms that may indicate a serious health issue, please do not attend this event.

Golf with Travis (7.8.22)

Enjoy a round of golf with Travis and two of your friends at Big Springs Country Club or Harmony Landing Country Club in Louisville, KY.

Lunch and refreshments provided. Dates and tee times are subject to availability.