Events & Resources

Coffee Meetings

These gatherings are informational and offer opportunities to discuss current events, the economy, and investing. Invite a friend — meetings as this time are being held as ZOOM conference calls.

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


*Tuesday, October 25, 2022  - Market Update




Financial Focus Meetings

These gatherings typically feature a specific topic or stage of life, such as Women in Transition, Living in Retirement, Global Market Insights. Guest speakers share and open up the meetings up for Q&A.

Upcoming Meetings: Women & Investing

Women tend to think about money differently then men do. We save and spend differently, and we may invest differently. These financial focus meetings are intended to empower women to apply leverage and be bod in their investing strategies! We are currently hosting small groups of 5 to 7 guests.




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: Stay Tuned ... 


Upcoming Dates: Shred Events
Saturday, September 24, 2022 - Community Shred

Time: 11:00AM - 1:00PM

Location: Offices of Jones Financial Group

October is Financial Planning Month! The history of Financial Planning Month isn’t easy to track down, but it has been recognized for years by financial institutions, advisors, journalists, and others as a great opportunity to raise awareness about the importance of taking steps now to financially prepare for the future.For some helpful reminders on how to improve your financial wellness check out LPL Financials downloadable e-book, “Financial Wellness Starts Now,”: ... See MoreSee Less
View on Facebook