2020 State of the Markets: Half-time Report (8.10.20)

2020 has been a year of upheaval and uncertainty. Are you concerned how recent events may impact your retirement?

Join us as R. Travis Terlau, CFP® discusses recent events and the ways your retirement may be impacted.

 

●  Recap 2020 Q1/Q2 Trump, Covid-19, Stock Markets

●  Social Security │ What does the 2020 Trustees Report tell us?

●  Economy │ Media forecasts compared to what actually happened

●  Market Volatility │ What’s next for the second half of 2020?

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

 

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.

2020 State of the Markets: Half-time Report (7.27.20)

2020 has been a year of upheaval and uncertainty. Are you concerned how recent events may impact your retirement?

Join us as R. Travis Terlau, CFP® discusses recent events and the ways your retirement may be impacted.

 

●  Recap 2020 Q1/Q2 Trump, Covid-19, Stock Markets

●  Social Security │ What does the 2020 Trustees Report tell us?

●  Economy │ Media forecasts compared to what actually happened

●  Market Volatility │ What’s next for the second half of 2020?

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

 

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 (7.17.20)

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 All-Shred provides.

Sample Event (Copy)

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 All-Shred provides.

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only.

Sample Event

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 All-Shred provides.

*We reserve the right to decline a reservation. Not open to agents, financial advisors, or their representatives. For serious investors only.