facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Join us for an exclusive client event!

Grab your old documents and join us for a shred party!  Securely destroying your confidential records is an important part of protecting your financial future.  Our annual shred party is a secure, quick, and delicious event designed to help our clients protect themselves and their personal information.  

Shred-it is a secure and safe way to destroy your personal and confidential documents.  A Shred-it truck will be onsite and ready to dispose of all your unwanted paper files.  

*There is no need to remove staples or paperclips.



Suggested time frame to keep each document:

  • Pay stubs and bank statements (1 Year)
  • Tax records and receipts (7 Years)
  • Medical records and bills (1 Year after payment)
  • Social security statements (keep only the most recent)
  • Insurance policy statements (keep only the most recent)
  • Retirement plan statements (keep only the most recent)

Other documents to shred include anything with personal information such as; social security, bank account information, date of birth, address, passwords, PIN numbers, or signatures.

(Information above is a suggested timeframe for document retention as there may be instances where records should be kept longer. Always double check before shredding)

When: Saturday, Oct. 6th 11:30am - 2:00pm
Where: 10 Melrose Dr. Farmington, CT 06032


Contact Alexis to RSVP
info@karncouzens.com
(860) 676-2727


*Lunch provided by Bears BBQ


*Guests are Welcome!


Check the background of this firm/advisor on FINRA’s BrokerCheck.