Virtual Wine Tasting
We sent each participant an exclusive, handcrafted box including full bottles of wine from Round Pond Estate and the event was hosted by a knowledgeable sommelier.
Shred Event
With identity theft becoming more common we are hosting a shredding event. This free event attendees brought personal documents and had them shredded.
Document shredding services will be performed by an unaffiliated vendor pursuant to arrangements made by independent financial advisor(s). Waddell & Reed, Inc. has not been involved in securing the shredding services, makes no representations or assurances regarding the nature or quality of services provided by the unaffiliated vendor and is not responsible for its actions or omissions. Please contact the vendor for more information regarding its services.
Women, Wealth, & Well-being
Women are an often underserved community when it comes to all things finance despite the fact that most women run the finances of their household so why are we not apart of the conversation? In this hour-long event, we will explore how others relate women to money, how women relate themselves to money, and learning how to take full control of your finances in order to meet life goals.
Presented by Jennifer Taboada from BlackRock Advisor Center; Women, Wealth, & Well-being brings a very honest look at the relationship between women and money and how a healthy financial plan can really become self-care for you and your loved ones.
This event is for educational purposes only.
Customer Tells: Learn How to Decode Your Customers
Join us for Customer Tells: Learn How to Decode Your Customers. It’s presented by Adam Byard of T. Rowe Price based on the guide titled Customer Tells: Delivering World-Class Customer Service by Reading Your Customers’ Signs and Signals which focuses on how to communicate effectively and deliver exceptional customer service. This philosophy has been used to train thousands of individuals every year around the world and across a wide range of industries.
Learn your customer’s way of thinking, their style of communication, and how to respond appropriately to make your customers feel supported and help lead to more solid relationships.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org.
Creating your best 2021 with Bonnie Moehle
Join us along with professional life coach Bonnie Moehle! Bonnie specializes in personal, relationship, and executive coaching to help people move beyond personal roadblocks in their life to embrace change and happiness.
We'll be talking about ways you can create your quality new year and remove those thought processes that no longer serve you or your financial well-being.
Get ready to learn some tricks and tips that you can take into your everyday life!
Emerald Wealth Virtual Comedy Night
Come join us for a night of family-friendly fun and laughter with comedian Cyrus Steele! Feel free to invite your friends and family to this free event, everyone is welcome!