Client Resources Directions to Office Client EventsClick to visit our client events page where you can browse current and past events. Virtual BookshelfClick to browse our virtual bookshelf for suggested resources that encourage financial literacy in children. Talking StoryClick to read about everything we like to explore, from deep dives into financial concepts to everyday musings from our diverse team. AccountView AccessClick to be redirected to LPL’s AccountView. Private ConsultationsClick to go to our scheduling page. Current Clients New Clients eMoney AccessClick to be redirected to eMoney.
