We Can’t Wait To See You
Join Us For An Event
Click on an event for more information.
For the past 40 years, we have been committed to making a positive difference in our clients’ lives. Most people don’t have the time, energy or desire to learn about the things that make a drastic difference for their financial future.
Please join your instructor, Joyce Palmer, for an upcoming educational event. Using her vast knowledge of financial planning, she has designed this course to give you the important information you need to properly prepare for your retirement.
Live Events
Events in October–December 2026
October 21, 2026
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October 21, 2026Location:
5821 Fairview Rd.
Ste. 207
Charlotte, NC 28209Medicare doesn't have to be confusing. Join JP Financial Group for a complimentary educational workshop and enjoy a refreshing smoothie while learning about Medicare and preparing for 2027.
What's on the Menu?
- The Medicare Basics Blend: Understand Parts A, B, C and D.
- The 2027 Coverage Refresh: Learn what to review in your coverage for the new year.
- The Prescription Check: Understand medications, pharmacies and drug coverage considerations.
- The Open Enrollment Mix: Learn enrollment deadlines, available changes and important questions.
Audience: Current Medicare beneficiaries, people approaching 65, and family members helping loved ones. Explain that turning-65 initial enrollment has different dates from annual Open Enrollment.
Bring your Medicare questions and a friend who might benefit from the information. We look forward to seeing you!
October 24, 2026
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October 24, 2026Location:
5821 Fairview Rd.
Ste. 207
Charlotte, NC 28209Medicare doesn't have to be confusing. Join JP Financial Group for a complimentary educational workshop and enjoy a refreshing smoothie while learning about Medicare and preparing for 2027.
What's on the Menu?
- The Medicare Basics Blend: Understand Parts A, B, C and D.
- The 2027 Coverage Refresh: Learn what to review in your coverage for the new year.
- The Prescription Check: Understand medications, pharmacies and drug coverage considerations.
- The Open Enrollment Mix: Learn enrollment deadlines, available changes and important questions.
Audience: Current Medicare beneficiaries, people approaching 65, and family members helping loved ones. Explain that turning-65 initial enrollment has different dates from annual Open Enrollment.
Bring your Medicare questions and a friend who might benefit from the information. We look forward to seeing you!
November 4, 2026
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November 4, 2026Location:
5821 Fairview Rd.
Ste. 207
Charlotte, NC 28209Medicare doesn't have to be confusing. Join JP Financial Group for a complimentary educational workshop and enjoy a refreshing smoothie while learning about Medicare and preparing for 2027.
What's on the Menu?
- The Medicare Basics Blend: Understand Parts A, B, C and D.
- The 2027 Coverage Refresh: Learn what to review in your coverage for the new year.
- The Prescription Check: Understand medications, pharmacies and drug coverage considerations.
- The Open Enrollment Mix: Learn enrollment deadlines, available changes and important questions.
Audience: Current Medicare beneficiaries, people approaching 65, and family members helping loved ones. Explain that turning-65 initial enrollment has different dates from annual Open Enrollment.
Bring your Medicare questions and a friend who might benefit from the information. We look forward to seeing you!
November 7, 2026
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November 7, 2026Location:
5821 Fairview Rd.
Ste. 207
Charlotte, NC 28209Medicare doesn't have to be confusing. Join JP Financial Group for a complimentary educational workshop and enjoy a refreshing smoothie while learning about Medicare and preparing for 2027.
What's on the Menu?
- The Medicare Basics Blend: Understand Parts A, B, C and D.
- The 2027 Coverage Refresh: Learn what to review in your coverage for the new year.
- The Prescription Check: Understand medications, pharmacies and drug coverage considerations.
- The Open Enrollment Mix: Learn enrollment deadlines, available changes and important questions.
Audience: Current Medicare beneficiaries, people approaching 65, and family members helping loved ones. Explain that turning-65 initial enrollment has different dates from annual Open Enrollment.
Bring your Medicare questions and a friend who might benefit from the information. We look forward to seeing you!
December 2, 2026
–
December 2, 2026Location:
5821 Fairview Rd.
Ste. 207
Charlotte, NC 28209Medicare doesn't have to be confusing. Join JP Financial Group for a complimentary educational workshop and enjoy a refreshing smoothie while learning about Medicare and preparing for 2027.
What's on the Menu?
- The Medicare Basics Blend: Understand Parts A, B, C and D.
- The 2027 Coverage Refresh: Learn what to review in your coverage for the new year.
- The Prescription Check: Understand medications, pharmacies and drug coverage considerations.
- The Open Enrollment Mix: Learn enrollment deadlines, available changes and important questions.
Audience: Current Medicare beneficiaries, people approaching 65, and family members helping loved ones. Explain that turning-65 initial enrollment has different dates from annual Open Enrollment.
Bring your Medicare questions and a friend who might benefit from the information. We look forward to seeing you!
December 5, 2026
–
December 5, 2026Location:
5821 Fairview Rd.
Ste. 207
Charlotte, NC 28209Medicare doesn't have to be confusing. Join JP Financial Group for a complimentary educational workshop and enjoy a refreshing smoothie while learning about Medicare and preparing for 2027.
What's on the Menu?
- The Medicare Basics Blend: Understand Parts A, B, C and D.
- The 2027 Coverage Refresh: Learn what to review in your coverage for the new year.
- The Prescription Check: Understand medications, pharmacies and drug coverage considerations.
- The Open Enrollment Mix: Learn enrollment deadlines, available changes and important questions.
Audience: Current Medicare beneficiaries, people approaching 65, and family members helping loved ones. Explain that turning-65 initial enrollment has different dates from annual Open Enrollment.
Bring your Medicare questions and a friend who might benefit from the information. We look forward to seeing you!
Webinars
Events in October–November 2026
October 15, 2026
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October 15, 2026Women are building, managing, and controlling more wealth than ever before. From growing retirement savings to achieving financial independence, women are playing an increasingly influential role in shaping their financial futures.
Yet despite this growing financial influence, many women still feel disconnected from the financial services industry or uncertain about the decisions that will impact their long-term financial security.
It's time to change that.
Join us for an informative and empowering webinar designed to help women take greater control of their financial futures. We'll explore the changing landscape of women's wealth and discuss practical steps you can take to build confidence in your financial decisions.
Topics will include:
- Understanding your retirement savings options and maximizing your employer's matching contributions.
- Reviewing your Social Security benefits and understanding your projected retirement income.
- Preparing for retirement with a clear income strategy so you know where your money will come from.
- Building the knowledge and confidence to make informed financial decisions at every stage of life.
Whether you're actively building wealth, approaching retirement, or already enjoying your retirement years, this event will provide valuable insights to help you plan for the future with greater clarity and confidence.
Your financial future deserves your attention. Let's make sure you're prepared for it.
Click Here To RSVP
October 27, 2026
–
October 27, 2026Women are building, managing, and controlling more wealth than ever before. From growing retirement savings to achieving financial independence, women are playing an increasingly influential role in shaping their financial futures.
Yet despite this growing financial influence, many women still feel disconnected from the financial services industry or uncertain about the decisions that will impact their long-term financial security.
It's time to change that.
Join us for an informative and empowering webinar designed to help women take greater control of their financial futures. We'll explore the changing landscape of women's wealth and discuss practical steps you can take to build confidence in your financial decisions.
Topics will include:
- Understanding your retirement savings options and maximizing your employer's matching contributions.
- Reviewing your Social Security benefits and understanding your projected retirement income.
- Preparing for retirement with a clear income strategy so you know where your money will come from.
- Building the knowledge and confidence to make informed financial decisions at every stage of life.
Whether you're actively building wealth, approaching retirement, or already enjoying your retirement years, this event will provide valuable insights to help you plan for the future with greater clarity and confidence.
Your financial future deserves your attention. Let's make sure you're prepared for it.
Click Here To RSVP
