State of the Markets + SECURE Act 2.0 (4.10.23) 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. *Even on a Waitlist, we recommend making an RSVP. Oftentimes openings happen and we’d love to add you in!

2022 Recap  │  Q1 2023 Recap │   What’s Ahead?

SECURE Act 2.0  │   Changes to Your Retirement Options

Federal Reserve Chokehold  │   Buy vs. Borrow

Rolling Recession  │   Are We in One?

Inflation  │   Deflation  │   Stagflation

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

*WAITLIST – Even on a Waitlist, we recommend making an RSVP. Oftentimes openings happen and we’d love to add you in!

*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.