Partners in your wealth journey

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! Learn more.

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. Learn more.

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.

Upcoming Events

Financial Focus Meetings 

Please contact our office for more information (612)326-1800

Coffee Meeting 

Contact our office for more information.

Volunteer Events

Event details to come...

Community Shred Event

Saturday 09/26/2026 – Community Shred Event