News & Events
APS Staff News
Beyond Evergreen Homestead, Asset Planning Services never sits still. Here are some things we’ve been up to.
APS Thanks Clients for Participating in WorldWatch XXIV!
April 20, 2018Erik Morris Earns Investment Adviser Certified Compliance Professional (IACCP®) Designation
April 4, 2018Zahia Dolenti Earns Certified Estate and Trust Specialist (CES™) Designation
December 12, 2017Erik Morris Promoted to Chief Compliance Officer
December 1, 2017Kristen Barker promoted to CRM Administrator
November 1, 2017Rick Volpe helps U.S. Government manage illegal immigration
October 31, 2017APS Celebrates 30 Years
September 30, 2017Certified Financial Planner Candidates
August 31, 2017Upcoming Events
May 2018
May 28 2018
Memorial Day: Office Closed
July 2018
Jul 04 2018
Independence Day: Office Closed
September 2018
Sep 03 2018
Labor Day: Office Closed
November 2018
Nov 22 2018 - Nov 23 2018
Thanksgiving: Office Closed
December 2018
Dec 24 2018 - Jan 01 2019
Christmas / New Year’s Week: Office Closed
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