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
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
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
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