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Events

Optimizing Your Social Security Benefits (2.27.20)

RSVP
February 27, 6:00 pm - 8:30 pm | Drury Inn & Suites
Dinner Provided

Join Us for this Educational Event:

● Will you be forced to take your benefit earlier than you anticipated?

● The current state of the Social Security system: What it means for you

● How continuing to work- or returning to work- will impact your Social Security benefits

● How getting more from Social Security may reduce your taxes

● Learn how to properly coordinate Social Security benefits with your spouse and other sources of retirement income

● Action plans on how to prepare if you are 5 years or less from retirement

Optimizing Your Social Security Benefits (3.2.20)

RSVP
March 2, 6:00 pm - 8:30 pm | Clifty Falls Restaurant
Dinner Provided

Join Us for this Educational Event:

● Will you be forced to take your benefit earlier than you anticipated?

● The current state of the Social Security system: What it means for you

● How continuing to work- or returning to work- will impact your Social Security benefits

● How getting more from Social Security may reduce your taxes

● Learn how to properly coordinate Social Security benefits with your spouse and other sources of retirement income

● Action plans on how to prepare if you are 5 years or less from retirement

Empowering Women Investors (3.12.20)

RSVP
March 12, 6:00 pm - 8:30 pm | Drury Inn & Suites
Dinner Provided

R. Travis Terlau, CFP® invites you to join us for our newest presentation.

● Becoming a Burden │ 70% of those age 65+ are likely to need long-term care

● Gifting Strategies │ Help protect your loved one’s inheritance

● What if I’m Single Again? │Know THIS about your finances

● Lifetime Income │ Create strategic Buckets of Money that work for you

● Avoiding Risk│ Do this One Thing before it’s too late

Empowering Women Investors (3.16.20)

RSVP
March 16, 6:00 pm - 8:30 pm | Clifty Falls Restaurant
Dinner Provided

R. Travis Terlau, CFP® invites you to join us for our newest presentation.

● Becoming a Burden │ 70% of those age 65+ are likely to need long-term care

● Gifting Strategies │ Help protect your loved one’s inheritance

● What if I’m Single Again? │Know THIS about your finances

● Lifetime Income │ Create strategic Buckets of Money that work for you

● Avoiding Risk│ Do this One Thing before it’s too late

2020 State of the Markets (3.26.20)

RSVP
March 26, 6:00 pm - 8:30 pm | Drury Inn & Suites
Dinner Provided

Join us as R. Travis Terlau, CFP® discusses:

● Recap 2019 Q3 & Q4 │ Trump Trade Tariffs, Interest Rates

● Social Security │ Will it remain solvent?

● S.E.C.U.R.E. Act │ What this newly passed Congressional bill means for your IRA/401(k)

● Market Volatility │ Factors that may Slow the Stock Market's Record Run

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

2020 State of the Markets (3.30.20)

RSVP
March 30, 6:00 pm - 8:30 pm | Clifty Falls Restaurant
Dinner Provided

Join us as R. Travis Terlau, CFP® discusses:

● Recap 2019 Q3 & Q4 │ Trump Trade Tariffs, Interest Rates

● Social Security │ Will it remain solvent?

● S.E.C.U.R.E. Act │ What this newly passed Congressional bill means for your IRA/401(k)

● Market Volatility │ Factors that may Slow the Stock Market's Record Run

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