Spring Shredding Event

See Below for FAQs!

Spring Shredding Event RSVP Form

Guest 1 Name*
First Last
Phone*
Email*
Affiliation*
- Beck Client
- Coleman Client
- Rehbine Client
- Non-Client/Community Member
Guest 2 (Optional)
First Last
Email
Guest 3 (Optional)
First Last
Email
Email
This field is for validation purposes and should be left unchanged.

FAQs

Q. Save or Shred? How long should I keep my financial documents?

A. Check out our blog post, “Spring Cleaning Your Financial Documents: A Conversation with Tom Imdieke, CPA” for helpful information! Here is another great article to consider you as you sort through your documents.

Q. What kind of event can I expect?

A. This is a casual, outdoor, come-and-go event. We welcome you to say hello to the Beck Team under the gazebo. Enjoy breakfast and coffee on us!

Q. Will the event be held rain or shine?

A. Yes, the event will be held regardless of the weather. There is a large gazebo to with plenty of space to spread out!

Q. How much paper can I bring?

A. The Shred-It truck has a very large capacity! Bring one box, or a pick up truck full!

Q. What kind of paper can I bring to have shredded?

A. If it’s paper, you can shred it! This includes printer paper, office paper, note paper, cardstock, interior file folders, newspaper, etc..

Q. Do I need to sort the paper or remove any staples or paper clips before shredding?

A. Not at all. You don’t have to worry about removing anything else, not even paper clips, staples or binder clips. The Shred-It truck can handle that!

Q. What does Shred-It do with the paper?

A. After the paper has been securely shredded, the confetti-sized pieces are bundled and recycled into paper products.

©2023 Five Star Financial Resources

Insurance services offered through Five Star Financial Resources, which is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor. Neither Five Star Financial Resources nor Osaic Wealth, Inc. provide tax or legal advice. All other listed entities are unaffiliated. Doug Beck, Brad Beck, Mitch Rehbine, Derick Kelly, Tasha Coleman, John Sanken, Ken Maahs, Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth, Inc. a registered investment advisor. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.Member FINRA / SIPC / FINRA's BrokerCheck