Events & Resources

Upcoming Meetings

*Meetings are held at 9-10 a.m. on the 3rd Wednesday of the Month

Coffee Meetings:

Location: Turtle Bread Company – 4762 Chicago Ave S (next door to our office)

October 18, 2023 – Topic: Market Update

Volunteer Events

Open Arms Volunteer Event – TBD

Event information coming soon!

Shred Events

Mark your calendar for our 2023 Shred Events:

September 30, 2023 – Community Shred Event

Coffee Meetings

These gatherings are informational and offer opportunities to discuss current events, the economy, and investing. Invite a friend — meetings as this time are being held as ZOOM conference calls.

Time: 9:00 – 10:00am

Location: Video Conference Meeting*
*Additional details will be sent out once RSVP is received. Please contact our office with any questions.

October 18, 2023 – Topic: TBD

Financial Focus Meetings

These gatherings typically feature a specific topic or stage of life, such as Women in Transition, Living in Retirement, Global Market Insights. Guest speakers share and open up the meetings up for Q&A.

Location: Turtle Bread Company, 4762 Chicago Ave S (next door to our office)

June 21, 2023 – Topic: Estate Planning
August 16, 2023 – Topic: Retirement Planning; Best Practices
Special Topic:

Women & Investing

Women tend to think about money differently then men do. We save and spend differently, and we may invest differently. These financial focus meetings are intended to empower women to apply leverage and be bold in their investing strategies! We are currently hosting small groups of 5 to 7 guests.

Contact us for more information: 612.326.1800


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.


Volunteer Event

Event details coming soon!

Upcoming ... Date TBD 

Community Shred Event

Bring your confidential records to safely and securely be shredded on site at no charge. RSVP required due to bin space.

Also, bring a voluntary freewill donation to help Open Arms of MN, a local non-profit organization that cooks and delivers free, nutritious meals to people living with life-threatening illnesses in the Twin Cities. Items needed: Ensure Nutrition shakes/drinks or Mrs. Dash Spice (2.5 oz. container; any flavor.

Time: 11:00am - 1:00pm

Location: Offices of Jones Financial Group

September 30, 2023 – Community Shred Event
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