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!
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.
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.