Save the Date for our 2023 Outlook and Secure Act 2.0 Upcoming Zoom Webinars

There are two dates/times to choose from
FEBRUARY 16, 2023 at 4 PM
FEBRUARY 21, 2023 at 6 PM
Please call our office to register at 317-770-2266 or email dawn.doty@lpl.com or kristina.lovitt@lpl.com



Annual Free Shred Event:


Client Appreciation Event at Daniel’s Winery:

Enjoy a beverage of your choice and appetizers on us while taking in the beauty of the vineyard. If you are interested in learning more about the wine making process you can sign up for one of the two production tours being offered. We have one scheduled for 5pm and again at 6pm. We will have a Q&A session around 6:30pm. Join us for a relaxing evening at Daniels winery.

Securities offered through LPL Financial Member FINRA/SIPC.

LPL Research Outlook 2022: Passing the Baton:


Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks,and bonds for the rest of 2022.

Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.

Our webinar was scheduled for January 27, 2022 at 4pm EST or February 1, 2022 at 6pm EST.





Technological Breakthroughs Investors Shouldn’t Miss in 2021

Date:  April 28th, 2021
Time:  4:00 pm ET
Location: Register in advance for this meeting:
Zoom Webinar

After registering, you will receive a confirmation email containing information about joining the meeting.

If you have questions please contact Dawn Doty at 317-770-2266 or email dawn.doty@lpl.com.


2020 Past Events:

  • February 5, 2020 – Annual Educational Symposium
  • 10 October 2020October 10, 2020 – Annual Shred Event

2019 Past Events:

  • February 7, 2019- Annual Educational Symposium
  • 22 March 2019March 22, 2019 – March Madness
  • 5 October 2019October 5, 2019 – Annual Shred Event
  • 8 October 2019October 8, 2019 – Big Ideas & Innovation Seminar with Ark Invest