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


Seminar at Southern Hills Plantation

April 10, 2019 5:00p - 7:00p Eastern Standard Time

Southern Hills Plantation

This educational Retirment Tips seminar is by invitation only. Please call our office to see if there are seats still available.


Retirement Tips Seminar at Bonefish Gril

April 17, 2019 10:00a - 12:00p Eastern Standard Time

Bonefish Grill

This educational seminar if offered by invitation only. Must be a first time attendee, 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!


7th Annual Open House & Shred Event

April 24, 2019 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Gather all of your outdated documents to be shredded by the professional shredding company, ProShred.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

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