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 diseases, catastrophic events and aging relatives. Caregivers or potential caregivers should definitely watch this presentation to learn: What financial or […]

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 top-quality, nationally recognized speakers, and this year will be no exception. We hope you can […]

Please Join Us for a Special Presentation:Cybersecurity and YOU with:Jason MayorDirector of Technology, Risk, and AssuranceRaymond James on:Wednesday, September 22, 2021Noon to 1 p.m. Cybersecurity should be on everyone’s mind these days. How safe is access to your accounts? Could your account be hacked? How can you protect your assets and information? To address these […]