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
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.
Volunteer Opportunities
Upcoming Dates - TBD
Feed My Starving Children
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Retirement accounts aren't only for adults. In fact, using a Roth IRA for kids can be an excellent way to not only give children a head start on retirement savings, but also provide a source of cash for college, homeownership or other expenses.
More Vaccine Shots Equal Less COVID-19 | Daily Market Update
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Thursday, March 4, 2021 Top Story Global Vaccinations: More Shots = Less COVID-19 The global COVID-19 vaccination rollout is happening at varying speeds in different countries but data seems to be showing that the shots in arms are working in the fight against the disease.
Strong Start For Energy | Daily Market Update
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Wednesday, March 3, 2021 Top Story Strong start for the energy sector After being unloved for the past 5 years, energy stocks have been gaining attention with their strong performance so far in 2021. As the global economy continues to emerge from the pandemic, demand for energy will increase, provid...