Broker Check

Linda Polwrek, CFP®, RICP©, MBA

16 N. Marengo Ave Suite 409
Pasadena, CA 91101

Past events

I invite you to attend my workshops throughout the year. Designed to present financial basics in a casual and informative manner, the workshops are interactive and can help you unravel the complexities of investing and financial planning.

Click here to be added to our 2019 Invitation List 

Unless otherwise noted, all events will be held at the Waddell & Reed Offices at:

16 N. Marengo Avenue, Suite 409
Pasadena, CA 91101

2019 Events

November 12 - Solving the Long-Term Care Dilemma - for more information, click here

June 27 - Market Challenges and Opportunities - for more information, click here

March 13 - Women: Leading, Discovering and Inspiring - for more information, click here

2018 Events

Sept - Medicare and Social Security: What Baby Boomers Need to Know - for more information, click here

Aug - Girls in the Garage - for more information, click here

April - Making the Most of Social Security - for more information, click here

April - Should I Stay or Should I Go? - for more information, click here

Feb - Politics, Policy and Investment Potential - for more information, click here

Feb - Tax Pitfalls and Opportunities for Divorcees - for more information, click here

2017 Events

Nov - Long Term Care Field Trip

July - Market Update with Kevin Mahn, CIO of SmartTrust - Hosted at Raffi's Place, Glendale

June - Solving the Long-Term Care Dilemma - hosted at Celestino's

April - Pasadena Senior Center Conference on Healthy Aging - Hosted at First Church of the Nazarene of Pasadena

2016 Events

Nov - Long Term Care Field Trip

July - Wine & Cheese Reception

July - Identity Theft

June - What is Enough? Is More Actually Better?

May - Getting It All Together; The "FUN"damentals of Financial Organizing

Feb - Social Security; Flexibility and Choices for Your Retirement

Feb - Should I Stay or Should I Go?

Jan - Join us on a Long-Term Care Field

12/19