Client First FinancialAn Independent Firm
 
Financial Advisor Image
Frank Horath, Registered Investment Advisor Represenative Financial Advisor
8070 Soquel Dr
Suite 110
Aptos, CA 95003
Phone: 831-688-9076
Fax: 831-688-9079
Toll-Free: 888-688-9080
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

News and Events

 

SOCIAL SECURITY SEMINAR:

"How Married Couples Can Plan to Maximize
Their Social Security Income"


Thursday, April 21st. 2011   7 pm
or, Saturday, April 23rd. 2011   10 am

Marie Callender's Restaurant, 3400 Clares Street; Capitola, CA  95010

Presented By:
Frank Horath, Registered Investement Advisor Represenative
ClientFirst Financial in Aptos Village

RSVP to Pat by April 19th.  at 831.688.9076 or via "Contact Us" web page
(seating limited to first 20)



Continuing Education for Professionals – Winter/Spring 2011. ClientFirst Financial will be hosting continuing education workshops for CPAs, family lawyers and estate planning attorneys in Santa Cruz County. The workshops will emphasize understanding how married couples can optimally claim their Social Security Income and Survivor benefit.  Professionals should check with their respective registration boards regarding acceptability of these continuing education units.
 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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