This is a report of an investment "fishing" expedition.

Unsolicited mail arrives in an envelope with no company name in return address, and "Important Tax Information Enclosed" at the bottom.

Inside is an invitation to a senior's financial "workshop" followed by a complimentary lunch for individuals with $100, 000 or more to "invest."

The company is associated with the investment brokerage Horner Investment Management, LLC, a company based in Ohio, that derives income from investment transactions submitted by numerous pyramid-like connections throughout the country.