5275 East Trindle Road
Beginning January 7th, Jones Financial Group hosted a series of Zoom meetings.
Tim Jones, CFP® talked about the recently announced Waddell & Reed agreement with Macquarie Asset Management and subsequent sale to LPL Financial Holdings Inc., scheduled for mid-2021.
Since 1947 Toys-For-Tots has been collecting and distributing toys to local children to help make their holidays a little brighter. 2020 had some very special challenges, but even so, this year we surpassed our collections to date and had more toys donated than ever! A special thanks to all our clients who helped make this event successful- we couldn't have done it without you!
A huge thanks to all our clients, friends and family who participated, and helped make our toy 2019 Toys for Tots drive a success!
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®
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!
Waddell & Reed and Ivy Distributors are affiliated companies, and are not affiliated with Nationwide Insurance or Toys for Tots. (01/21)