Each year we thank our clients for their loyalty with the gift of their choice of an apple or pumpkin pie. Existing clients must call with their choice by Nov 15th, and pick up their pie at our office on Nov 22nd.

Great food, beverages and music at the Lake House. It's our first ever BBQ Bash! Event is by invitation only to clients and their guests who are at least 21 years of age.

This event is by invitation only. Existing clients are invited to bring their best golfing buddy along to 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! Call 352-592-9833 to register.

We will have ProShred at our Spring Hill office from 11:00 am to 1:00 pm.  Also, as an added bonus, we have invited Pauley's wood fired pizza food truck.  You must RSVP to receive your ticket for a free slice of pizza and a beverage (while supplies last).

Join us for a sampling of wines from around the world with professional sommelier, Charles Visali, from Time for Wine. We are holding the event at the Lake House for something new and different. RSVP ASAP to reserve your spot!

This event is by invitation only. Existing clients are invited to bring their best golfing buddy along to 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! Call 352-592-9833 to register.

Each year we thank our clients for their loyalty with the gift of their choice of an apple or pumpkin pie. Existing clients must call with their choice by Nov 16th, and pick up their pie at our office on Nov 23rd.

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.