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


Coffee Meetings: 

Tuesday, June 23, 2020
Topic: Market Update   

Tuesday, August 25, 2020
Topic: Long Term Care (LTC)   

Tuesday, September 22, 2020
Topic: Medicare 

Time: 9am-10am 

Location: Video Conference Meeting

*Additional details will be sent out once RSVP is received. Please contact our office with any questions


Next Volunteer Opportunity:

Feed My Starving Children
Saturday, October 17, 2020



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.


Date: Saturday, July 11, 2020
Time: 11:00am  to 1:00pm
Location: Offices of Jones Financial Group
4748 Chicago Ave S, Mpls MN 55407

Contact the office with any questions.