My name is Ryan Oliver and I am a financial advisor with Waddell & Reed. This year at the annual meeting for KFIA in Louisville, KY we will be hosting a special session on Thursday, April 12 at 2:00pm at the Louisville Marriot East.  Our special guests in attendance will include Andrew Shapiro (established deferred compensation plan for the City of New York) and Rich Landsburg (Senior member of the ERISA Board) from Nationwide Financial Advanced Planning team. Also, we are pleased to announce that Roy Farmer from Marshall & Stevens (Valuation consulting), will also be in attendance.

This will be a great opportunity to hear from some of the top professionals in the country on matters that directly relate to you and your business. Although we only plan on about an hour for our presentation on exit strategies, immediately following the presentation we will have a Q & A session for any concerns you might have. Please take advantage of this opportunity to explore some of the possibilities that may apply to you and help you answer any potential question you might have.

Member SIPC Specializing in estate planning, business planning, investments, and tax strategies for business owners and individuals.

Waddell & Reed, Financial Services

Ryan Oliver and Steve Ridgley, Financial Advisors Contact us toll free at 1-877-412-8818   e-mail at ryanoliver@wradvisors.com