Events & Resources

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!

Time: 9:00am – 10:00am on the fourth Tuesday of the month

Location: Video Conference Meeting*
*Additional details will be sent out once RSVP is received. Please contact our office with any questions

Upcoming Dates
Wednesday, May 26, 2021
Topic: Women & Investing

We will discuss:

The unique financial challenges that women face.

Share insights and experiences from over 18 years in the Financial Industry.

Strategies for establishing and maintaining your financial security.

 

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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.

Time: 11:30AM - 12:30PM

Location:  ZOOM Conference Meeting - RSVP for Details 

Upcoming:Thursday, July 01, 2021

Topic: Women & Investing 

We will discuss:

The unique financial challenges that women face.

Share insights and experiences from over 18 years in the Financial Industry.

Strategies for establishing and maintaining your financial security.

 

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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.

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Volunteer Opportunities

Upcoming Dates - TBD

Feed My Starving Children

 

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