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
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 ...
Community Events
Upcoming Date:
Shred Event
TBD - Spring 2022
Time: 11:00AM - 1:00PM
Location: Offices of Jones Financial Group
Inflation Soars, Markets Shrug
share.gainfully.com
Wednesday, January 12, 2022 Inflation soared 7% in 2021 according to Consumer Price Index (CPI) data released this morning by the Bureau of Labor Statistics, as seen in the LPL Chart of the Day, its h...