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

Events

Upcoming Events

Retirement Tips Dinner at Red Lobster

February 25, 2020 6:00p - 8:00p Eastern Standard Time

Red Lobster

This educational Retirment Tips seminar is by invitation only. Please call our office to see if there are seats still available if you meet the following criteria: First-time attendee over the age of 55, with investable assets of at least $250K, and not currently a client of AETFS.

Soup Cook Off!

February 27, 2020 11:00a - 1:00p Eastern Standard Time

American Executive Tax & Financial Services

Enter your favorite home made soup in the competition, or come as a spec-taster! Bring a friend! Call to register ASAP

8th Annual Shred Event - TWO HOURS ONLY

April 22, 2020 10:00a - 12:00p Eastern Standard Time

American Executive Tax and Financial Services

Gather up your outdated documents and bring them to our office for shredding by ProShred. Absolutely free and refreshments will be served as well!

Past Events

Retirement Tips Dinner at Red Lobster

February 18, 2020 6:00p - 8:00p Eastern Standard Time

Red Lobster

This educational Retirment Tips seminar is by invitation only. Please call our office to see if there are seats still available if you meet the following criteria: First-time attendee over the age of 55, with investable assets of at least $250K, and not currently a client of AETFS.

Retirement Tips Dinner at Red Lobster

October 15, 2019 6:00p - 8:00p Eastern Standard Time

Red Lobster

This educational Retirment Tips seminar is by invitation only. Please call our office to see if there are seats still available if you meet the following criteria: First-time attendee over the age of 55, with investable assets of at least $250K, and not currently a client of AETFS.

Event Registration




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