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Past Events

A Successful Shred Day at Summit Wealth Management, Inc.

May 6, 2016

On May 6th, we hosted a shred day at both of our offices. We had a nice turnout and filled two large 95 gallon bins that were taken away securely by The Shred Center in Jamestown, NY. In addition to getting rid of old papers, our clients were treated to coffee and sweet snacks.

Those that attended provided us with positive feedback and were happy to have completed secure disposal of old papers and files. Attendees were also given information regarding phone scams and identity theft.