Visitor Day Information

[Scott Manley]

Hi Everyone,

 

I want to give everyone an update on the plans for the Visitor Day.  The date is confirmed for April 22, 2008.  I have sent an email to Trey for him to reserve that date (he said in his last email that he was going to mark it out until he heard back from us).  Jonathan (our new Event Coordinator) is going to work with Tom to check a few additional places to try and find a location.  Our goal is that it costs less than $50 per member of our chapter.  With us having some money to use from our chapter account, I think we should be able to do that.

 

The assignment for everyone is to start looking through your database and contacts to create a list of businesses that you can invite to this visitor day.  At our next meeting, we are going to go around the room and ask each person to report the number of people on their invite list.  There is a page in the attached document called the "Successful Kick-off / Visitors Day!! Confirmation Sheet that you can use to keep a list of those to invite.  There is also a list of professions you can use to think of people you know in each of these professions.

 

See you next week.

 

Scott

 

Oh, by the way, if you know someone who is thinking about financial planning (which includes planning for retirement, college funding, investing, life insurance and long term care insurance) and would appreciate the kind of service I offer, I would love to meet them.  As these people come to mind, please introduce them to me. 

-------------------------------------------------------------

Scott Manley

Senior Financial Advisor

Waddell & Reed

1999 South Bascom Avenue, Suite 400

The PruneYard Tower 2

Campbell, CA  95008

Phone:  408-963-2855

Fax:  408-369-9434

 

"This email is intended to be reviewed by only the intended recipient and may contain information that is privileged and/or confidential. If you are not the intended recipient, you are hereby notified that any review, use, dissemination, disclosure or copying of this email and its attachments, if any, is strictly prohibited. If you have received this email in error, please immediately notify the sender by return email and delete this email from your system."