FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Events

Bonefish Grill Retirement Tips Seminar

February 28, 2018 10:00a - 12:00p Eastern Standard Time

Bonefish Grill

This seminar if offered by invitation only. Attendees must be at least 55 years of age, and not already an existing client. If you are interested in attending, please call the office to see if we have seating still available. Thank you!

 

Seminar at Bonefish Grill

March 14, 2018 10:00a - 12:00p Eastern Standard Time

Bonefish Grill

You will enjoy an entertaining and informative presentation followed by a complimentary, gourmet meal. Space is limited! Register today!

 

Retirement Tips Seminar at Glen Lakes

March 21, 2018 5:00p - 7:00p Eastern Standard Time

Glen Lakes Country Club

You will enjoy an entertaining and informative presentation followed by a complimentary, gourmet meal. Space is limited! Register today!

 

6th Annual Open House & Shred Event

April 25, 2018 10:00a - 12:00p Eastern Standard Time

American Executive Tax and Financial Services

Gather all of your outdated documents to be shredded by the professional shredding company, ProShred. There is no cost to you, and there are refreshments provided as well! TWO HOURS ONLY. TELL YOUR FRIENDS!

Event Registration



Thank you!

Error processing your request. Please try again at a later time.