21
July
LPL Transition Town Hall Meeting #4
Description
The Bridgetown Wealth Management team, invites you to attend a Town Hall style event to talk about the upcoming transition to LPL. The event will be presented via Zoom Webinar on Wednesday, 7/21/2021 at 5:30 pm.
You may have recently heard, either from us or in the media, about an agreement between Macquarie Financial Holdings Pty Ltd. and LPL Financial Holdings, Inc. to acquire the wealth management business of Waddell & Reed Financial, Inc. It is our priority to keep you informed as details become available and to share what the acquisition may mean for you.
As you know, Bridgetown Wealth Management is a team of independent financial advisors affiliated with Waddell & Reed, Inc. (WRI), a broker-dealer and registered investment advisor. WRI provides support to our business as we work directly with you. After the acquisition, LPL Financial LLC (LPL) we will strive to continue providing unparalleled support and guidance to our clients.
We hope you can lend your voice during this transition-- we would love to hear from you!
You may have recently heard, either from us or in the media, about an agreement between Macquarie Financial Holdings Pty Ltd. and LPL Financial Holdings, Inc. to acquire the wealth management business of Waddell & Reed Financial, Inc. It is our priority to keep you informed as details become available and to share what the acquisition may mean for you.
As you know, Bridgetown Wealth Management is a team of independent financial advisors affiliated with Waddell & Reed, Inc. (WRI), a broker-dealer and registered investment advisor. WRI provides support to our business as we work directly with you. After the acquisition, LPL Financial LLC (LPL) we will strive to continue providing unparalleled support and guidance to our clients.
We hope you can lend your voice during this transition-- we would love to hear from you!
You will need to register for this event, prior to the event time.
Please click the link below to register.
Zoom Webinar Details:
**After registering, you will receive a confirmation email containing information about joining the webinar.
This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance.
This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance.
(04/21)
Date and Time
Wed, Jul 21, 2021
5:30p - 6:30p PST