Ways to build knowledge for your wealth planning
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!
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.
Financial Focus Meetings
These events typically feature a specific topic or stage of life, such as Women in Transition, Living in Retirement, Global Market Insight. Guest speakers share and open the meetings for Q&A.
Upcoming Events
Upcoming Meetings:
Virtual Coffee Meeting:
Investment Accounts & Portfolio Management
What do I own and what types of portfolio managment exist?
Date: Wednesday, 03/24/2021
Time: 9am-10am
Location: Video Conference Meeting
Additional details will be sent out once RSVP is received. Please contact our office with any questions.
Next Volunteer Opportunity:
Date TBD
Feed My Starving Children
Shredding Event:
Clean out those file cabinets and drawers!
Join us in safely disposing of your paper documents. All paper material received for confidential destruction will be securely shredded on-site. Complete your drop off and say hello.
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Date: May 2021 (date TBD)
Time: 11:00am to 1:00pm
Location: Offices of Jones Financial Group
4748 Chicago Ave S, Mpls MN 55407
Contact the office with any questions.