Linda K. Polwrek 

CFP®, MBA, CMFC, CLTC, RICP®

CONNECT

Address:


Waddell & Reed, Inc.

80 S. Lake Avenue, Suite 720

Pasadena, CA 91101

Phone:

626-460-7088

Fax/Other:

626-568-2927

Upcoming 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.

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

80 S. Lake Avenue, Suite 720
Pasadena, CA 91101

 

Upcoming Events:


Nov 4 - 3rd Annual Long Term Care Field Trip - for more information, click here

More exciting events are coming soon!  Click here to be added to our Invitation List

 

Past Events:

2017 Events

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
Jul - Wine & Cheese Reception
Jul - Identity Theft
Jun - 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

2015 Events

Aug - The Stress Less Toolkit: Tools and Techniques for Feeling Calmer Now
Jul - What's in Your Attic?
May - Social Security, Flexibility and Choices for Your Retirement
Mar - De-Clutter and Organize!
Jan - Social Security, Flexibilty and Choices for your Retirement, - Hosted at Il Fornaio Restaurant 

2014 Events

Nov - Long Term Care and Estate Planning - Hosted at Beckham Grill             
Jul - Social Security, Flexibilty and Choices for your Retirement                                                   
Apr - Is Downsizing Right for You?                                                                                          
Mar - Insights into Potential Investment Opportunities
Feb - Wine Women & Wealth: Three Secrets to Getting Back on Track with your Fitness and Finances

2013 Events

Dec - Holiday Open House
Oct - Obamacare: How Will it Affect You, Your Family and Your Business
Mar - Long Term Care Update
Jan - De-Clutter and Organize!

2012 Events

Nov - Client Event - Hosted at Porto Alegre, Paseo Pasadena.
Nov - Wine Women & Wealth: Living in the Sandwich Generation
Sep - Wine Women & Weatlh: Why Women Need Life Insurance
Aug - Wine Women & Wealth: Traits of a Good Investor - Hosted at Abricott
Apr - Wine Women & Wealth: Why is Money Management Different for Women? 
Feb - Honoring Our History: World War 1 Traveling Gallery.
Jan - Wine Women & Wealth: Money Management: A Woman's Perspective        

10/17