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.


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


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