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!
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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.
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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

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Upcoming Coffee Meetings:

Tuesday, 10/27/2020

Investment Accounts & Portfolio Management.

What do I own and what types of portfolio mangagement exist? 

 

Time: 9am-10am 

Location: Video Conference Meeting

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

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Next Volunteer Opportunity: Date TBD 

Feed My Starving Children

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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.

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Date: Saturday, October 17, 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.