Don't miss the first session of our financial planning group, facilitated by our partner Hannah Brown, financial planner at Waddell & Reed. We hope a Saturday morning at 10am makes it easier for people around the Valley to attend, but please let us know if you want to carpool.
This is our own group, to talk about anything financial we want to talk about and ask Hannah questions to help us create the best individual plan. We will each pick our own unique financial goal and Hannah (and the group) will offer suggestions on how to help you achieve it.
Although the address is Scottsdale Road it is actually on Indian Bend, the building east of Ruth's Chris Steakhouse. When you get to the building you will see the name Waddell & Reed on the building, just to the left of the front door.