Money Matter$ Lunch & Learn Series
1st Wednesday at the Oakland Chamber
Presented by Andrea Hamilton and Shelia Best
Financial Advisors, Waddell & Reed
''Financial Spring Cleaning''
Are your financial records up to date? Organizes in a way you can find the information you need, when you need it? If you're saying: What financial records, and why should I care?'' then this event is for you.
Enjoy a health complimentary lunch while financial advisors Andrea Hamilton and Shelia Best of Waddell & Reed give a concise run-down of what paperwork you need to pay attention to, when and why (And what you can throw away!) Take home a checklist and helpful organizers to get your paperwork house in order.
There is no charge for this event, and you are welcome to invite friends. To RSVP a seat- and lunch contact Andrea Hamilton or Shelia Best at 925-689-9600 or email ahamiton@wradvisors.com
March 3, 2010
11:30 a.m.-1:00p.m.m
Wednesday Mar 3, 2010
Money Matters Lunch & learn Series
Date and Time
11:30 PM - 1:00 PM PST
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