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, March 24, 2021
Topic: Investment Accounts & Portfolio Management

What do I own and what types of portfolio mangement exist?




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: 12:00pm-1:00pm
Location:  ZOOM Conference Meeting - RSVP for Details 

Upcoming:Wednesday, March 03, 2021

Topic: TBD 



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.


Volunteer Opportunities

Upcoming Dates - TBD

Feed My Starving Children