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Past Events

January 2021: LPL and Waddell & Reed Zoom Call Series

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. 

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2020 Toys-For-Tots Toy Drive

2020 Toys-For-Tots Toy Drive

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!

2019&#160;<b>Toys for Tots</b>&#160;&#160;Campaign at Jones Finanical Group

2019 Toys for Tots  Campaign at Jones Finanical Group

A huge thanks to all our clients, friends and family who participated, and helped make our toy 2019 Toys for Tots drive a success!

Our&#160;<strong><em>Five Wishes</em></strong> client event was held on October 15, 2019 in Mechanicsburg,&#160;PA, and was sponsored by IVY&#160;Distributors, Inc. and Nationwide Insurance. &#160;

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 Process

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

Our History

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

Our Values

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

<sup></sup><sup>"More than 35 million families have used <em><a href="https://fivewishes.org/shop/order/product/five-wishes">Five Wishes</a></em> to capture their wishes. <em><a href="https://fivewishes.org/shop/order/product/five-wishes">Five Wishes</a></em> 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</sup>

"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 or Toys for Tots.  (01/21)