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: BrainWorks - Simple Solutions for Staying Sharp
Dates: Tuesday, May 24, 2022
9am -10am
Location: ZOOM Video Conference Meeting
Stay tuned for future volunteer events!
Shred Events
Saturday, September 24,2022
Community Shred