Join Us!

As a new investor, ready to retire, or a woman looking for financial independence, it is important to learn about the latest topics that effect your financial well-being and have some fun while doing it. The mother-daughter team of Lori and Maggie Johndrow invite you to attend any of our events and look forward to seeing you there!

Current Workshops and Events

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Upcoming September 15, 2018 - Annual File Shredding and Food Drive Event -  Please join us at our annual community shredding and food drive event to be held on Saturday, September 15, 2018 from 9:00 - 11:00 AM. Clients along with their families and friends are invited to come by our office and have those confidential documents securely destroyed by File Shred.


Future Workshops

Behavioral Finance – Joseph C. Marich, CRPC®, Vice President from Oppenheimer Funds will be here to discuss it's affect on the prices of securities.

Financial Planning for Our Polish Speaking Community -  Reaching out to our Polish speaking community. Please join Magdalena G. Johndrow, M.Sc., CFS® this summer, as she discusses financial topics most important to you.

Year End Tax Planning Strategies – Coleen Duffy, CPA, Partner, Hintz & Company LLC. will be here to share helpful tax strategies, answer to your pertinent tax planning questions and get you organize for year end.

Young Investors Series – Join Magdalena G. Johndrow, M.Sc., CFS® and our TBD Special Guests this fall for a 3 part series.




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