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

Coffee Meetings

Virtual Coffee 

Topic: Investment Accounts & Portfolio Management

Dates: January 26, 2022  

9am -10am

Location: ZOOM Video Conference Meeting

Stay tuned for future volunteer events!

Spring 2022 Community Shred Event

Date is TBD

Check back for our spring shred event dates.