Identity Theft (2.24.20)

February 24, 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

Optimizing Your Social Security Benefits (2.27.20)

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

Join Us for this Educational Event:

● Learn strategies to help maximize your Social Security benefits

● 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

● Will you be forced to withdraw from your Social Security earlier than you anticipated?

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

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

Optimizing Your Social Security Benefits (3.2.20)

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

Join Us for this Educational Event:

● Learn strategies to help maximize your Social Security benefits

● 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

● Will you be forced to withdraw from your Social Security earlier than you anticipated?

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

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

Empowering Women Investors (3.12.20)

March 12, 6:00 - 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)

March 16, 6:00 - 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)

Marc 26, 6:00 - 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)

March 30, 6:00 - 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