Events & Resources
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
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.
Location: ZOOM Conference Meeting - RSVP for Details
Upcoming:Wednesday, March 03, 2021
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.
Upcoming Dates - TBD
Feed My Starving Children