Webinar: Navigating the Ins and Outs of Medicare

Webinar: Navigating the Ins and Outs of Medicare

With the complex and evolving nature of Medicare in mind, this presentation will provide a foundational overview of this health insurance program for individuals 65 and older and people with certain disabilities. You will learn about Original Medicare, Part A, Part B, Part C and Part D, plus details on costs, eligibility rules, enrollment periods, and options.

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43rd Annual Carter Investment Conference

43rd Annual Carter Investment Conference

Join the Carter Team and a distinguished group of economic and financial experts for in-depth updates on the domestic economy, global political and economic forces, the energy sector, and more.

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Client Appreciation Event

Client Appreciation Event

Let’s Get Together Again! Join us for great conversation, brewery tours, hors d’oeuvres, beer, and wine at this casual and unique venue!

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Shred Day

Shred Day

Join us for our 2022SHRED DAY on:Saturday April 23, 20228:30 a.m. to 11:30 a.m. Doughnuts and refreshments will be available. This complimentary service gives you the opportunity to securely dispose of/recycle those old documents, bills, statements, and removed hard...

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The Family Love Letter® A Gift for the Ones You Love, A Secure Financial Future

Planning for Those with Special Needs

Please Join Us for a Special Presentation:VOYA Cares®Planning for Those with Special Needs with:Randal Barton and Tim Butler, CIMAVoya Investment Management on:Tuesday, November 9, 202112 noon to 1 p.m. Special needs encompasses congenital disorders, debilitating...

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42nd Annual Carter Investment Conference

42nd Annual Carter Investment Conference

At Carter Financial, we believe strongly in the importance of educating our clients on the economy, financial issues, and the investing environment. We’ve always said we have the smartest clients around! The annual Carter Investment Conference gives you access to...

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