• Request a no-obligation meeting today with Jim Bear to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Contact Us Today! Phone: 763-657-1828 / Jim@EnterRetirement.com / Visit Us!
    It can be difficult to make financial decisions without access to information.
    We’re committed to helping you make informed decisions about your financial future.
    Home » Seminars

    J. Alan Financial Seminars

    We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

    At J. Alan financial, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

    By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.
     

    Upcoming 2017 Seminars

    Eventbrite - 12/05/17 Will You Run Out Of Money In Retirement?

    Eventbrite - 12/6/17 LADIES Day Luncheon-J Alan Financial presents "Behavioral Finance"


    Eventbrite - 2/14/18 LADIES Day Luncheon-J Alan Financial presents "Building an Investment Portfolio That is Right for You"
    about j. alan financial
    meet jim bear
    Jim has more than 20 years’ experience in the insurance and annuity industry and has been featured in several local publications, including the Star Tribune, Minneapolis/St. Paul Business Journal, Mpls.St.Paul Magazine and Sun News.
    learn more about jim
    Resources
    We believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision.
    View our Library
    upcoming events
    We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    Register for a complimentary seminar

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and J. Alan Financial are not affiliated companies.

    J. Alan Financial is not affiliated with the US government or any governmental agency.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    AW10174498