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!


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

Fall Community Shred Event
October 16, 2021: 
11:00am – 1:00pm

oin 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. During our annual Fall Shred Event, we are hosting a donation drop off for Open Arms and Tandem – Further Together as well as an opportunity to meet other neighborhood businesses in our area. RSVP requested due to bin space.

Location: Offices of Jones Financial Group

Upcoming Meetings:

Virtual Coffee 

Topic: Medicare  

Dates: September 22, 2021

9am -10am

Location: ZOOM Video Conference Meeting

Walk with NAMI Minnesota
September 25, 2021: 
1:00 – 3:00pm

Jones Financial Group will be walking with NAMI Minnesota. If you're looking for a rewarding and fun way to volunteer and support the mission and work of NAMI, you are welcome to join us as we walk to advocate for those with mental health challenges and their families. For more information email Corrie at corrie.perez@lpl.com.