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Past Events

Our Five Wishes client event was held on October 15, 2019 in Mechanicsburg, PA, and was sponsored by IVY Distributors, Inc. and Nationwide Insurance.  

The evening was kicked off with presenter, Timothy Jones, CFP®, explaining the 5 Wishes program and how it can benefit individuals of all ages.  Dinner was served and each attendee was provided a blank 5 Wishes document, which upon completion will provide them with a Living Will and a documented Health Care Agent.  

"Our business is built on a foundation of thoughtful client relationships. Offering this program to our clients, is just another service we want to provide to our community to strengthen those relationships" - Timothy L. Jones, CFP®

To learn more about this program, please contact our office at 717-697-6659 or email jonesfinancialgroup@wradvisors.com

Our hosts and presenters, Andrew L. Jones, CFP® (left) and Timothy L. Jones, CFP® (right).

Andrew Jones, CFP®, addressing our attendees and helping everyone to better understand how to complete 5 Wishes

Thanks to all our attendees for helping us make this event a huge success!

"More than 35 million families have used Five Wishes to capture their wishes. Five Wishes has changed the way we talk about advance care planning by ensuring that it is not just an end of life planning tool, but the beginning of an important family conversation." -2019 Aging with Dignity

Waddell & Reed and Ivy Distributors are affiliated companies, and are not affiliated with Nationwide Insurance.  10/19