Seminars

The Infinite Loop - Great American Companies

In March, we began a four part series called The Infinite Loop.  This is a series of presentations created by the Waddell & Reed Marketing and Investment Management Divisions.  They explain four key themes that are important to investing in today’s market and economy.  You won’t want to miss these!  These seminars will be held in March, June, September and October.

There is no charge for this seminar.  It is offered as a service to our clients, their family and friends.  You can register for the seminar by pressing the Enroll Now Button above.  We hope you can attend and bring a friend.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information fort he mutual funds offered by Waddell & Reed, call your financial advisor or visit us online at waddell.com. Please read the prospectus carefully before investing.

Tax and Financial Planning

For the sixth seminar in the Wealth Building Seminar Series in 2010, we will have a tax professional present and also answer your questions about taxes.   We will discuss:

- Important things to know about the changes in the rules for 2010 and 2011 for converting IRAs to Roth IRAs
- Things that can be done before December 31 to potentially reduce your taxes for 2010.
- Updates on recent tax law changes.
- Important items to consider for your taxes.
- How retirement plans can be used to reduce taxes.
- Why is it important to integrate tax planning with financial planning.
- and more . . . 

There is no charge for these seminars.  They are offered as a service to our clients, their family and friends.  You can register for the seminar by pressing the Enroll Now button above.  We hope you can attend and bring a friend.

Waddell & Reed does not provide legal or tax advice.