Allgen Financial Services, Inc. will be sponsoring a team for the 2010 Corporate 5k run in Orlando, Florida on April 15, 2010. The race begins at 7:15pm at Lake Eola. The Allgen Financial team will be meeting at the Allgen Financial Services, Inc. corporate office on Lake Eola (301 E. Pine Street, Suite 150) at 6:00pm. For those who are participants on other teams, come to our corporate office on April 15th before the race to receive a free gift.
The first 6 people that join the Allgen Financial team will have their entry fee paid for by Allgen Financial Services, Inc. Also, anyone who joins the Allgen Financial team will receive a T-Shirt for the race, and a care packet.
Paul Roldan says, “We know tax time can be a stressful time for most people. Therefore, we want to offer our community a way to release that stress. The 2010 Corporate 5k is ideal for having some fun on an unpleasant day.”
For more information and to register, please contact Kathryn Hite.
Kathryn Hite will be Allgen Financial’s team captain. She can be reached at hite@allgenfinancial.com or (407) 210-3888.
In an effort to support Priority Associates and support our community, Allgen Financial Services, Inc. would like to invite you to join us and other members of our community for an evening at the Orlando Magic game on November 16th.
The Orlando Magic has made tickets available to Priority Associates as a fundraiser. On Monday, November 16, the Orlando Magic will face off against the Charlotte Bobcats at Amway Arena.
For each ticket that you purchase, all money will go towards Priority Associates, a nonprofit organization serving the business community in Central Florida. You will also receive five raffle tickets towards a drawing for tickets to a future Magic Game.
Come out for a good time and invite your friends and family members as well! We hope to see you on November 16th.
Monday, November 16 at 7:00 PM
Discounted Price: $25/ticket
If you were a Colonial Brokerage Investment Representative, please contact us to discuss the potential of becoming an Investment Advisor Representative for Allgen Financial Services, Inc.
Please contact and send your resume to:
(407) 210-3888
advisors@allgenfinancial.com
http://www.allgenfinancial.com
Orlando, FL, June 25, 2009 - Starting July 1st, 2009, Schwab will waive commissions on electronic equity trades and reimburse transfer of account fees charged by contra brokers until June 30, 2010 if you are new-to-Schwab and Allgen Financial Services, Inc. You must open an account by the end of this year.
What does this mean for you?
Allgen custodies its clients’ accounts at Schwab Institutional. As we actively manage your investments, there will be no fees charged by Schwab for any trades conducted on your account for one year. This can mean significant savings for you. Depending on the size of the account and amount of trades, you could save thousands of dollars. In addition, you will be reimbursed any fees for moving your account to Allgen Financial Services, Inc. & Schwab from another institution. This makes it a great opportunity to consider moving your account over to us since this offer will most-likely only be available for a limited time.
If you would like to learn more about this offer, and/or consider moving your account over to Allgen Financial Services, Inc., please contact us today at: (407) 210-3888 or toll-free 1(888) 6ALLGEN (625-5436).
We are pleased to announce Kathryn Hite as the latest addition to the Allgen Financial Services’ financial advisory team. Kathryn joins Allgen Financial Services, Inc. after five successful years as a Regional Leader with Primerica Financial Services, Inc, one of the largest personal financial services firms in the world. Kathryn brings a background of expertise in life insurance, debt consolidation, mutual fund investment, variable annuities, and long-term care insurance to Allgen’s retirement asset management practice.
Kathryn is a graduate of Transylvania University in Lexington, Kentucky where she earned a Bachelor of Arts degree with dual majors in Accounting and Computer Science. Kathryn began her career as an internal auditor and held various positions throughout her career including Y2K Technology Project Vice President for AmSouth/Regions Financial Bank.
Senior Partner Paul Roldan said, “We are excited about having Kathryn Hite on our team. She provides a great blend of strong analytical skills and practical solutions to those in need of financial planning and investment guidance. Our future looks even brighter with Kathryn as a member of our team.”
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