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Workshop: Estate Planning for Entrepreneurs

December 3, 2016


Join us Tuesday, December 6 from 5:30 to 7:30 pm at the Tahoe Mountain Lab for a workshop on Estate Planning for Entrepreneurs!  We're very lucky to have Brenda Knox, a Financial Advisor with Waddell & Reed presenting along with Heather.


Estate planning isn’t just for retirees with millions in assets - it’s a necessity for new entrepreneurs as well! Come join us and learn why estate planning is so important. There is no charge for this event and you are welcome to bring guests.


Tuesday, December 6, 2016
5:30 to 7:30 pm
Tahoe Mountain Lab
3079 Harrison Ave, South Lake Tahoe


Food & Beverage will be provided.


Please R.S.V.P. to Brenda Knox,, 530-318-5733, or Heather Satin,, 530-539-4016 by Monday, December 5, 2016.


The information presented does not constitute individual investment advice, nor is it a solicitation for the purchase of any investment or insurance product. You should consult with your tax, legal, and/or financial advisor prior to making any financial decisions. Waddell & Reed does not provide tax or legal advice.


Securities and investment advisory services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Waddell & Reed is not affiliated with Heather Satin, Satin Legal, or Tahoe Mountain Lab.

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