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Events

2020 State of the Markets (7.9.20) WAITLIST

RSVP
July 9, 6:00 pm - 8:30 pm | Drury Inn & Suites

Can you sleep at night?

Are you concerned how recent events may impact your retirement?

Join us as R. Travis Terlau, CFP ® discusses the 2020 State of the Markets.

Shred Event (7.17.20)

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July 17, 4:00 pm - 6:00 pm | Investment Answers Office

Has the weight of tax season cluttered up your home?

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

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

RSVP
July 27, 6:00 pm - 8:30 pm | Clifty Falls Restaurant

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.

2020 State of the Markets: Half-time Report (8.3.20)

RSVP
August 3, 6:00 pm - 8:30 pm | Clifty Falls Restaurant

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.