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 Wednesday 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, January 26, 2022

Topic: Investment Accounts & Portfolio Management

Time: 9-10am

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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.

 

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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.

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Volunteer Opportunities

Upcoming Dates: Stay Tuned ... 
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Community Events

Upcoming Date:
Shred Event 
TBD - Spring 2022

Time: 11:00AM - 1:00PM

Location: Offices of Jones Financial Group

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