Ways to build knowledge for your wealth planning

Coffee Meetings

These gatherings are informational and offer opportunities to discuss current events, the economy, and investing! Invite a friend — the coffee is on us!


Our newsletters give you access to timely, insightful investment information prepared by LPL Financial. To ensure you have the most up-to-date analysis, newsletters are released weekly.

Financial Focus Meetings

These events typically feature a specific topic or stage of life, such as Women in Transition, Living in Retirement, Global Market Insight. Guest speakers share and open the meetings for Q&A.

Upcoming Events

Fall Community Shred Event
October 16, 2021: 
11:00am – 1:00pm

Join us in safely disposing of your paper documents. All paper material received for confidential destruction will be securely shredded on-site. Complete your drop off and say hello. During our annual Fall Shred Event, we are hosting a donation drop off for Open Arms and Tandem – Further Together as well as an opportunity to meet other neighborhood businesses in our area. RSVP requested due to bin space.

Location: Offices of Jones Financial Group

Upcoming Meetings:

Virtual Coffee 

Topic: Account View 2.0

Dates: October 27, 2021  

9am -10am

Location: ZOOM Video Conference Meeting

Stay turned for future volunteer events!