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.