Events

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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September 16th - Annual File Shredding and Food Drive Event -  Please join us at our annual community shredding and food drive event on Saturday, September 16th 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.

Click Here for Details

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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