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Past Events

2018 Referral Appreciation Cruise

Our business is built on referrals from people like you! To thank you for your continued support & helping us grow, we embarked on a December cruise around the Puget Sound listening to carolers & enjoying each others' company.

Want to be a part of this VIP event next year? Refer your family, friends, neighbors, coworkers - anyone we should meet!

Did you attend our event? Click on the link below and use your photo code to see pictures from the event!


March 2019 - Women in Money

Held at a local restaurant, Erin Sheehan from T. Rowe Price presented information on the unique challenges women face with finances & in retirement over drinks & hors d'oeuvres. 

This even filled up fast so be on the lookout for an event like this in the future!

10th Annual Shredding Event

As always, we are committed to protecting your privacy and providing you with helpful and convenient service! In June, our office hosted its 10th Annual Shredding Event where clients brought their old documents to be shredded and enjoyed our catered BBQ lunch!

Did you miss our shredding event this year? Join our mailing list so you can get email reminders when our events are coming up!


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Waddell & Reed is not affiliated with any other entities referenced.  06/19