5027 East Trindle Road
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. 12/19