6 What Ifs of Retirement (10.12.19)

October 12, 11:00 am - 1:30 pm │ Mesh Restaurant
Lunch Provided

Join us as R. Travis Terlau, CFP® answers these 6 important retirement questions:

What If:

● I’m Eligible for a Pension or a Buyout and I Don’t Know Which Option to Take?

● I’m 5 Years or Less from Retirement and I Don’t Have a Plan?

● I Need More Income?

● I Face a Major Market Correction?

● I’m Paying More in Taxes than I Need to Pay?

● I Live Too Long or Die Too Early & Leave My Spouse Alone & Unprepared?

6 What Ifs of Retirement (10.14.19)

October 14, 6:00 - 8:30 pm │ Mesh Restaurant
Dinner Provided

Join us as R. Travis Terlau, CFP® answers these 6 important retirement questions:

What If:

● I’m Eligible for a Pension or a Buyout and I Don’t Know Which Option to Take?

● I’m 5 Years or Less from Retirement and I Don’t Have a Plan?

● I Need More Income?

● I Face a Major Market Correction?

● I’m Paying More in Taxes than I Need to Pay?

● I Live Too Long or Die Too Early & Leave My Spouse Alone & Unprepared?

Identity Theft (11.4.19)

November 4, 6:00 - 8:30 pm │ Martini's Italian Bistro
Dinner Provided

Join us as R. Travis Terlau, CFP® – and – Kelly Terlau, COO discuss:

●  What is Identity Theft?

●  How do Thieves Get Your Information?

●  What are the Warning Signs of Identity Theft?

●  Simple Strategies │ Help Protect Yourself, Your Computer & Your Digital Identity

●  4 Step Process │ What to do if you are a Victim of Identity Theft

●  6 Tips for Creating Strong Passwords │ Easy to Remember, Hard to Hack

Identity Theft (11.11.19)

November 11, 6:00 - 8:30 pm │ Clifty Falls Restaurant
Dinner Provided

Join us as R. Travis Terlau, CFP® – and – Kelly Terlau, COO discuss:

● What is Identity Theft?

● How do Thieves Get Your Information?

● What are the Warning Signs of Identity Theft?

● Simple Strategies │ Help Protect Yourself, Your Computer & Your Digital Identity

● 4 Step Process │ What to do if you are a Victim of Identity Theft

● 6 Tips for Creating Strong Passwords │ Easy to Remember, Hard to Hack