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!
January (date TBD) - Beer Night Trivia
BRING A GUEST FOR FREE RAFFLE ENTRY & WIN A GIFT CARD
Wednesday, February 7th - Tax Planning Workshop
Farmington River Financial Group® along with Deborah L. Denno, CPA from Federman, Lally & Remis are hosting a tax planning workshop from 7:00 - 9:00 PM. We will be discussing the recent changes to the tax code. Come learn how these changes may effect you and strategies you may wish to explore.
Please feel free to share with anyone you think would be interested in attending.
Thursday, February 15th - Young Investor Workshop
the early career stage investor make the right selections for their retirement plans
for newly married couples to help them with risk management while paying off student loans and securing first mortgages
for those starting a family in planning early for education goals and making sure estate plans are set up correctly for the family.
Thursday, March 8th - International Woman's Day
Location and Time TBD
Event details are being finalized, please check back for updates!
Friends of Aetna luncheon – Should the CVS-Aetna deal pass Lori Johndrow and Maggie Johndrow will host a luncheon with Deborah Denno, CPA from Federman, Lally & Remis for current and former Aetna employees. Lori and Maggie will discuss what the deal means for your stock options, 401K, and pension plan, while Debbie will touch on possible tax ramifications.
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.