Please join Todd Sterling, a Financial Advisor with Waddell & Reed, for a ‘Town Hall Meeting’ Choices for Your Health and Wealth Estate & Long Term Care Planning Thursday April 23, 2015 We will be discussing and answering questions on: · Today’s Estate Environment · Past and Current Estate Tax Laws · Key Estate Planning Documents · Five Common Questions about Long-Term Care · Long-Term Care Choices · Your Questions Our special guest speaker is Tony Craddock, Vice President, Associates of Clifton Park La Sala Banquet & Event Center (Entrance located to the right of Papa Joe’s) 6840 N. Rochester Rd Rochester Hills, MI 48306 RSVP: (248) 923-2083 or kokoza@wradvisors.com by April 16th Refreshments: 6:00 PM; Presentation: 6:30 – 7:30 PM Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements. Todd Sterling offers securities through Waddell & Reed, Inc. ? Waddell & Reed is not affiliated with Tony Craddock or Associates of Clifton Park. Waddell & Reed does not control any third party presenting information, is not responsible for their comments and does not endorse any products or services provided by third parties. 03/15
Thursday Apr 23, 2015
Thursday April 23rd 2015 La Sala Banquet & Event Center (Entrance located to the right of Papa Joe?s) 6840 N. Rochester Rd Rochester Hills, MI 48306 Free
248 923 2083Estate and Long Term Care Planning
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6:00 PM - 7:30 PM EDT
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Estate and Long Term Care Planning