May 2015 General Membership Meeting

Join us for the General Membership Meeting on May 20, 2015. The meeting runs from 11:30 till 1:00. Cost will be $30.00 per person.

Date: May 20, 2015
Where: Pappadeaux, 76 North East Loop 410, SA, 78216
Time: Check In Beginning At 11:00 A.M, Meeting Starts At 11:30
Sponsored By: Waddell & Reed
Speaker: James Groh, MBA, Financial Advisor At Waddell & Reed

About The Presentation

This presentation details a six-step plan to help you achieve financial success — six steps that can take you from where you are now to where you want to be:

  • Protect what you have
  • Take control of your cash flow
  • Invest wisely
  • Manage your taxes
  • Save for retirement
  • Leave a legacy

About The Presenter

James Groh, MBA, is a fully licensed financial advisor at Waddell & Reed, Inc. who serves his clients through investing, insurance, and comprehensive financial planning. Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and businesses.

Register Online

Other News Of Note

May is our local chapter membership month. Recruit a member. We are waiving the application fee of $50.00. Annual dues are $465.00 a year. Get recruiting and help us grow the San Antonio Chapter!

Don’t forget: May is also National Home Improvement Month!