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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 July–August 2026

  • July 8, 2026


    July 8, 2026

    Join us for our “School’s In for the Summer” Series!

    This isn’t your old summer school detention! At JP Financial Group, Summer School is where the smart ones come to get ahead—and the bold ones come to catch up and make the grade. Gain more clarity and confidence, and learn real strategies to help build your financial future. See you in class!

    JULY SESSION: Why Women Must Understand Long-Term Care — July 8th @ 12 PM

    What We Will Discuss:

    When we picture retirement, we think of travel and relaxation—not healthcare. But ignoring long-term care is a massive blindspot, especially for women.

    The Realities Women Face:

    • Longevity: Women outlive men by about 5 years on average, meaning they are much more likely to need care later in life.
    • The Caregiver Double-Whammy: Women often step out of the workforce to care for aging parents or spouses, reducing their own retirement savings, only to end up needing care themselves without a built-in caregiver.
    • The Cost: Traditional health insurance and Medicare don’t cover standard long-term care (like assisted living or home health aides), which can quickly drain a lifetime of savings.

    What Attendees Will Walk Away With:

    • The difference between health insurance, Medicare, and long-term care coverage.
    • Strategies to protect personal assets and maintain independence.
    • How to start conversations with family members about future care wishes.

    Light lunch/ Continental breakfast served dependent on course date

    AUGUST SESSIONS TO BE ANNOUNCED SOON

    Can I bring someone?

    Yes! In fact, we encourage you to bring your spouse, a family member, or a friend who could benefit from this information. Just be sure to reserve an extra seat for them when registering!

  • July 11, 2026


    July 11, 2026

    Join us for our “School’s In for the Summer” Series!

    This isn’t your old summer school detention! At JP Financial Group, Summer School is where the smart ones come to get ahead—and the bold ones come to catch up and make the grade. Gain more clarity and confidence, and learn real strategies to help build your financial future. See you in class!

    JULY SESSION: Why Women Must Understand Long-Term Care — July 11th @ 10 AM

    What We Will Discuss:

    When we picture retirement, we think of travel and relaxation—not healthcare. But ignoring long-term care is a massive blindspot, especially for women.

    The Realities Women Face:

    • Longevity: Women outlive men by about 5 years on average, meaning they are much more likely to need care later in life.
    • The Caregiver Double-Whammy: Women often step out of the workforce to care for aging parents or spouses, reducing their own retirement savings, only to end up needing care themselves without a built-in caregiver.
    • The Cost: Traditional health insurance and Medicare don’t cover standard long-term care (like assisted living or home health aides), which can quickly drain a lifetime of savings.

    What Attendees Will Walk Away With:

    • The difference between health insurance, Medicare, and long-term care coverage.
    • Strategies to protect personal assets and maintain independence.
    • How to start conversations with family members about future care wishes.

    Light lunch/ Continental breakfast served dependent on course date

    AUGUST SESSIONS TO BE ANNOUNCED SOON

    Can I bring someone?

    Yes! In fact, we encourage you to bring your spouse, a family member, or a friend who could benefit from this information. Just be sure to reserve an extra seat for them when registering!

     

Webinars

Events in July–August 2026

  • There are no events scheduled during these dates.

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