Mark your calendar (4.4.22)

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 (3.10.22) – 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.

Mark your calendar (3.7.22)

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.

Shred Event (4.22.22)

Has the weight of tax season cluttered up your home?

► You are invited to securely shred up to five boxes of paper documents.

► Please remove all binder and paper clips (staples are acceptable).

► Watch the documents get pulverized through the camera that KnightHorst Services provides.

This event is a drive-through event. You pull up in your car and unload your documents into the bin. All of the documents are shredded on-site. If you’d prefer to park and watch the shredding happen through the camera on the side of the truck, you are welcome to do so.

Schedule a Family Meeting

During the holidays, many families get together, not only to celebrate, but also to discuss plans for the future. Schedule a Family Meeting while everyone is together to help make progress on your family discussions about future financial plans and to help build strong relationships between your beneficiaries and your team at Investment Answers.

We are able to meet in person or virtually. We have been using Microsoft Teams for virtual meetings, and it’s very easy.  You don’t need to download anything. We send you an email, and you click the link to join the meeting on the web.

Send us a date and time that will work for you and your family and we will get you scheduled with Travis.

Mark your calendar (12.6.21)

Join us as R. Travis Terlau, CFP® discusses an essential topic with Updated 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.

Mark your calendar (12.2.21) – WAITLIST

WAITLIST

Join us as R. Travis Terlau, CFP® discusses an essential topic with Updated 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.

Golden Pumpkin Cake RSVP (11.16.21)

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 16th 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 (11.16.21)

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 16th 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 (11.8.21)

Join us as R. Travis Terlau, CFP® discusses an essential topic with Updated 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.