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
6:00 PM - 7:30 PM EDT
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 2083
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Printed courtesy of www.rrc-mi.com/ – Contact the Rochester Regional Chamber of Commerce for more information.
71 Walnut , Rochester, MI 48307 – (248) 651-6700 – info@rrc-mi.com