Events & Resources
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.
Upcoming:
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)
Upcoming:
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
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.
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
Upcoming:
September 30, 2023 – Community Shred Event
Three Things to Know About the Looming Government Shutdown | LPL Street View
youtu.be
LPL Research Chief Economist Dr. Jeffrey Roach shares the top three things investors should know about the looming government shutdown.Tracking #483989