Partners in your wealth journey
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! Learn more.
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. Learn more.
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.
Upcoming Events
Meetings
Location: ZOOM Video Conference Meeting
Coffee Meetings
February 15, 2023 – Topic: Why Bonds?
October 18, 2023 – Topic: TBD
Financial Focus Meeting
June 21, 2023 – Topic: Estate Planning
August 16, 2023 – Topic: Retirement Planning; Best Practices
Volunteer Events
March 2023 – Event details coming soon!
Community Shred Event
April 29, 2023 – Client Shred Event
September 30, 2023 – Community Shred Event