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 Q&A with William Rothschild, Fidelity Investments Regional Director

William Rothschild and Fidelity Investments are not affiliated with or endorsed by LPL Financial and Jones
Financial Group.




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
Spring Client Shred (date tbd)      Fall Community Shred (date tbd)

Time: 11:00AM - 1:00PM

Location: Offices of Jones Financial Group

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