Team Member Exclusive: Yes
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Discount Details: A Financial Plan is a blueprint to help pursue financial goals. Team Members are eligible to receive a 20% discount on Financial Planning Services described in the Waddell & Reed Advisory Services Brochure.
Discount only applies to Financial Planning services described in the Waddell & Reed Advisory Services Brochure. Orlando Health employees are eligible to receive a 20% organizational discount on Financial Planning Services. Waddell & Reed offers financial planning services in its capacity as a Registered Investment Advisor. Please contact Jonathon Valin for more information or refer to the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.