★ 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
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.
*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.
september 30, 2022 5:30 PM - september 30, 2022 9:00 PM
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