Events

Join us for our
upcoming events!

                            JRA Perk

                                 TBD

                     
                        JRA Boardroom

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Education is the pathway to gained knowledge – and with knowledge comes greater understanding and confidence. At JRA, we believe there is benefit in providing clients resources beyond one-on-one meetings in the office.

Whether it is an economic presentation, small-group financial discussion, or simply a chance for us to gather as a community and give back to those less fortunate, JRA aims to provide our clients education and resources that surpass other firms.

We invite you to join us!

JRA Perk Seminars Charity


Ever wonder exactly what Long Term Care insurance is? Or how Medicare works?  What goes into settling an estate? Or what really goes on behind the scenes at JRA? We are excited to host a series of events dedicated to answering the questions you’ve had perk-olating. JRA PERK events are held every other month in "coffee chat" style.   The atmosphere is casual, the group size is small, and the topics vary.  It is your opportunity to bring the questions you’ve always wanted to ask and chat with JRA and others like you about the designated subject.

August 2016: Medicare
March 2016: Market Update
December 2015: Estate Planning
October 2015: Caring for Aging Parents
July 2015: Must-Knows about Mortgages
May 2015: Long Term Care
March 2015: Online Security
January 2015: Simplifying Your Tax Headaches
November 2014: Are Markets Overvalued?
September 2014: Social Security
June 2014: In Case of Emergency
April 2014: Are You Protected 
December 2013:
Tax Update
October 2013:Health Care Reform
August 2013: Social Security
June 2013: Making the Transition into Retirement
April 2013: Raising Money Smart Kids
February 2013: The Debt Ceiling
December 2012: 1099 Revisions & How They Work
October 2012: Investment Management at JRA
August 2012: Medicare
June 2012: Online Security
April 2012: Behind the Scenes at JRA
February 2012: How to Generate Income in Retirement
December 2011: Estate Planning
September 2011: Planning for Long Term Care

If there is a chat you’d like to attend, please RSVP as soon as possible to reserve your place (due to the discussion-style of these events, the groups will be kept small and space will be first come, first serve).  As soon as you receive an email confirming your place, start thinking of questions and get ready for good coffee and great conversation! 


Annual Plan Ahead Seminar
Each year, JRA hosts a large seminar to keep clients updated on what is happening in the markets and behind the scenes at JRA. We also like to take the opportunity to show our appreciation for their continued business!  The seminar is a time when our clients enjoy dinner, raffle drawings, and informative presentations.  Additional information about the evening's topics and agenda can be found here.


Market Update Seminar

The JRA team has a multitude of industry resources at our fingertips, and we understand the value of making them available to you. As timely topics arise, JRA arranges economic speakers to present a market update to our clients.  Contact info@jrafinancial.com to learn more about JRA's Market Update Seminars.


Small Group Presentations

Occasionally, JRA planners extend personal invitations to small group financial updates. Fund company portfolio managers and professional industry speakers are brought in to provide their unique perspective of the economic landscape.  These events are announced by limited release. Interested in attending? Follow JRA on Facebook to receive these event announcements.   


Web Conferences

As market conditions dictate, JRA hosts web conferences led by our in-house portfolio managers and sometimes guest industry professionals. Announcements for these events are sent by email.  Contact info@jrafinancial.com if you are interested in receiving these email invitations.
 


The Gift of Knowledge
Looking for a financial speaker for your upcoming workshop, seminar or panel discussion? Sharing our financial knowledge to help improve the lives of others is always a priority to us. Past participation has included Plymouth Community Center classes, Maple Grove Business Expo, JRA Workshop: Life After Layoffs - Make the Most of the Change, Four Seasons at Rush Creek Health and Wellness Fair. We look forward to providing a financial presentation for your next event. Please contact events@jrafinancial.com or 763-315-8000 for more information. ​


Annual JRA Charity Day
Throughout the past few years, we have experienced the impact that one person can make by giving something as simple as time.  This is why, year after year, JRA employees come together to help those less fortunate.  Most recently we have held charity events through Habitat for Humanity and Sole Hope.  Visit our Charity Day page for more details on upcoming events.


Community Involvement
As a staple business of Maple Grove for more than 30 years, JRA prides itself on supporting our local community. In the past, JRA has been involved in supporting Maple Grove Days, the Maple Grove Arts Center, Plymouth Concert Choir, Maple Grove Volleyball Team, and many other causes important to our employees and community.
 

JRA Perk


Ever wonder exactly what Long Term Care insurance is? How Medicare works?  What goes into settling an estate? Or what really goes on behind the scenes at JRA? We are excited to host a series of events dedicated to answering the questions you’ve had perk-olating. JRA PERK events are held every other month in "coffee chat" style.   The atmosphere is casual, the group size is small, and the topics vary.  It is your opportunity to bring the questions you’ve always wanted to ask and chat with JRA and others like you about the designated subject.
August 2016: Medicare
March 2016: Market Update
December 2015: Estate Planning
October 2015: Caring for Aging Parents
July 2015: Must-Knows about Mortgages
May 2015: Long Term Care
March 2015: Online Security
January 2015: Simplifying Your Tax Headaches
November 2014: Are Markets Overvalued?
September 2014: Social Security
June 2014: In Case of Emergency
April 2014: Are You Protected 
December 2013:
Tax Update
October 2013:Health Care Reform
August 2013: Social Security
June 2013: Making the Transition into Retirement
April 2013: Raising Money Smart Kids
February 2013: The Debt Ceiling
December 2012: 1099 Revisions & How They Work
October 2012: Investment Management at JRA
August 2012: Medicare
June 2012: Online Security
April 2012: Behind the Scenes at JRA
February 2012: How to Generate Income in Retirement
December 2011: Estate Planning
September 2011: Planning for Long Term Care

If there is a chat you’d like to attend, please RSVP as soon as possible to reserve your place (due to the discussion style of these events, the groups will be kept small and space will be first come, first serve).  As soon as you receive an email confirming your place, start thinking of questions and get ready for good coffee and great conversation! 

Seminars & Presentations


Annual Plan Ahead Seminar
Each year, JRA hosts a large seminar to keep clients updated on what is happening in the markets and behind the scenes at JRA. We also like to take the opportunity to show our appreciation for their continued business!  The seminar is a time when our clients enjoy dinner, raffle drawings, and informative presentations.  Additional information about the evening's topics and agenda can be found here.

Market Update Seminar

The JRA team has a multitude of industry resources at our fingertips, and we understand the value of making them available to you. As timely topics arise, JRA arranges economic speakers to present a market update to our clients.  Contact info@jrafinancial.com to learn more about JRA's Market Update Seminars.


Small Group Presentations
Occasionally, JRA planners extend personal invitations to small group financial updates. Fund company portfolio managers and professional industry speakers are brought in to provide their unique perspective of the economic landscape.  These events are announced by limited release. Interested in attending? Follow JRA on Facebook to receive these event announcements.   


Web Conferences
As market conditions dictate, JRA hosts web conferences led by our in-house portfolio managers as we well as occasional industry guests. Announcements for these events are sent by email.

Charity & Giving Back


The Gift of Knowledge
Looking for a financial speaker for your upcoming workshop, seminar or panel discussion? Sharing our financial knowledge to help improve the lives of others is always a priority to us. Past participation has included Plymouth Community Center classes, Maple Grove Business Expo, JRA Workshop: Life After Layoffs - Make the Most of the Change, Four Seasons at Rush Creek Health and Wellness Fair. We look forward to providing a financial presentation for your next event. Please contact events@jrafinancial.com or 763-315-8000 for more information. ​


Annual JRA Charity Day
Throughout the past few years, we have experienced the impact that one person can make by giving something as simple as time.  This is why, year after year, JRA employees come together to help those less fortunate.  Most recently we have held charity events through Habitat for Humanity and Sole Hope.  Visit our Charity Day page for more details on upcoming events.


Community InvolvementAs a staple business of Maple Grove for more than 30 years, JRA prides itself on supporting our local community. In the past, JRA has been involved in supporting Maple Grove Days, the Maple Grove Arts Center, Plymouth Concert Choir, Maple Grove Volleyball Team, and many other causes important to our employees and community.
 

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