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
Upcoming:
*05/24/2022
BrainWorks - Simple Solutions for Staying Sharp
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.
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: Stay Tuned ...
Events
Upcoming Dates: Shred Events
Saturday, September 23, 2022 - Community Shred
Time: 11:00AM - 1:00PM
Location: Offices of Jones Financial Group
