Saturday, May 19, 2018, 9:00 am - 11:00 am
Waddell & Reed
311 E Wisconsin Street • Portage WI 53901
Kathy Houzner & Julie Groves, Financial Advisors with Waddell & Reed invite you for free on-site shredding and breakfast treats.
John Miller, Senior Attorney with Miller & Miller, will be discussing the advantages and disadvantages of a trust at 10:00 am.
Please R.S.V.P. to Erin Wermeling by Friday, May 11, 2018 at 608-742-4688 or firstname.lastname@example.org