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
Coffee Meetings:
Future coffee meetings are postponed until dates can be determined. Please check back for updates.
Upcoming Dates: TBD
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: POSTPONED
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)!
THIS EVENT HAS BEEN POSTPONED UNTIL A FUTURE DATE CAN BE DETERMINED