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
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.