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!
Newsletters
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
