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


Upcoming Meetings:

Virtual Coffee Meeting:

Topic: What Will Your Retirement Look Like?

Date: Wednesday, 04/28/2021

Time: 9am-10am 

Location: Video Conference Meeting



Virtual Financial Focus:

Topic: Women & Investing

Date: Wednesday, 05/26/2021

Time: 9am-10am

Location: Video Conference Meeting





Next Volunteer Opportunity:

Date TBD 

Feed My Starving Children


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: June 2021 (date TBD)

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.