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


Retirement Tips Seminar at Glen Lakes

May 9, 2018 5:00p - 7:00p Eastern Standard Time

Glen Lakes Country Club

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


Retirement Tips Seminar at Bonefish Gril

May 16, 2018 10:00a - 12:00p Eastern Standard Time

Bonefish Grill

This educational 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!


5TH Annual Golf Scramble

May 24, 2018 8:00a - 3:00p Eastern Standard Time

Southern Hills Plantation

This event is by invitation only. Join us for a light continental breakfast, followed by a shotgun start scramble. We play 18 holes of golf at Southern Hills Plantation, followed by lunch, awards ceremony and prizes! Space is limited! RSVP quickly, providing us with your golf partner's name.

Event Registration

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