News & Events
APS Staff News
Beyond Evergreen Homestead, Asset Planning Services never sits still. Here are some things we’ve been up to.
Jordan Shaw Joins APS
July 19, 2018Obituary: Sandra Bleeker, staff member
May 30, 2018APS to add Estate Planning and Trust Administration Attorney to Estate Planning Department
May 24, 2018APS adds email-to-text Capabilities for Timely Client Contact
May 24, 2018APS 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, 2017Upcoming Events
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
May 2019
May 02 2019
WorldWatch XXV at PineCrest country club
PineCrest Country Club
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