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.
Caring for Aging Parents
Must-Knows about Mortgages
Long Term Care
Simplifying Your Tax Headaches
Are Markets Overvalued?
In Case of Emergency
Are You Protected
Health Care Reform
Making the Transition into Retirement
Raising Money Smart Kids
The Debt Ceiling
1099 Revisions & How They Work
Investment Management at JRA
Behind the Scenes at JRA
How to Generate Income in Retirement
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!
Tax Update Seminar - February 8, 2018
As you may know, major tax reform legislation was signed into law on December 22, 2017, resulting in sweeping changes to the tax code for the first time in decades. As part of our commitment to providing you with timely information, we will be hosting a seminar to address how the new tax laws may affect you. For more information on the event, contact us at firstname.lastname@example.org or by phone at 763-315-8000.
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. Contact email@example.com to learn more about JRA's Plan Ahead Seminars.
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 firstname.lastname@example.org 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.
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 email@example.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 firstname.lastname@example.org 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.
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.