Events

12th ANNUAL SHRED EVENT

Melisa Llyod of American Executive Tax & Financial Services invites you to join us for our 12th Annual Shred Event. Gather all of your outdated papers and do some decluttering. Bring them to our office on Saturday, April 25th between 10 am and 1 pm to be securely disposed of. Our favorite wood fired pizza truck will also be on site, but you must register for this event to get your free slice! Call our office at 352-592-9833

2025 Annual Thanksgiving Pie Giveaway! (Existing clients only)

Each year we thank our clients for their loyalty with the gift of a pie. The deadline for existing clients to make their selection of flavor and pick up time slot is Nov 7th. Pick up day is Tuesday, Nov 25th.

4th ANNUAL SUMMER BBQ BASH!

Come and enjoy some great food and fun with us at the Regency Oaks. This event is by invitation only to clients and their guests who are at least 21 years of age.

11th ANNUAL SHRED EVENT

Melisa Llyod of American Executive Tax & Financial Services invites you to join us for our 11th Annual Shred Event. Gather all of your outdated papers and do some decluttering. Bring them to our office on May 3rd between 10 am and 12 pm to be securely disposed of. Our favorite wood fired pizza truck will also be on site but you must register for this event to get your free slice! Call our office at 352-592-9833

2024 Annual Thanksgiving Pie Giveaway! (Existing clients only)

Each year we thank our clients for their loyalty with the gift of a pie. The deadline for existing clients to make their selection of flavor and pick up time slot is Nov 11th. Pick up day is Tuesday, Nov 26th.

3RD Annual Summer BBQ Bash!

Great food, beverages and music at the Regency Oaks. This event is by invitation only to clients and their guests who are at least 21 years of age.

10th Annual Golf Scramble

This exclusive 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.

10th Annual Shred Event

Melisa Llyod of American Executive Tax & Financial Services invites you to join us for our annual shred event!

2023 Annual Thanksgiving Pie Giveaway!

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 1st, and pick up their pie at our office on Nov 21st.

2nd Annual Summer BBQ Bash!

Great food, beverages and music at the Regency Oaks. This event is by invitation only to clients and their guests who are at least 21 years of age.

9th Annual Golf Scramble

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.

9th Annual Shred Event with Food Truck!

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 AGAIN! You must RSVP to receive your ticket for a free slice of pizza and a beverage (while supplies last).

2022 Annual Thanksgiving Pie Giveaway!

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.

Summer BBQ Bash!

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.

8th Annual Golf Scramble

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.

8th Annual Shred Event with Food Truck!

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).

Wine Tasting at the Lake House

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!

7th Annual Golf Scramble

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.

2021 Annual Thanksgiving Pie Giveaway

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.

8th Annual Shred Event - CANCELLED DUE TO COVID-19

Retirement Tips Dinner at 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.