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
Next Coffee Meeting:
Tuesday, February 25, 2020
Topic:Understanding Personal Risk
Q&A with Alex Moreno, CIC USI Insurance Services
Time: 9:00am – 10:00am
Location: Turtle Bread Company (4762 Chicago Avenue S., Mpls).
Upcoming Dates:
3/24/20 - Estate Planning
5/26/20 - Social Security
06/23/20 - Market Update
08/25/20 - Long Term Care Planning
09/22/20 - Medicare
Location: Turtle Bread Company (4762 Chicago Avenue S., Mpls)
Time: 9am - 10am
Next Volunteer Opportunity:
Feed My Starving Children
Saturday, October 17, 2020
11:30am-1:30pm
Client 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 (join us for an appetizer or two)!
Saturday, April 25, 2020
11:00am – 1:00pm