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    J. Alan Financial Seminars

    At J. Alan financial, we hold informational seminars for our clients and the greater community that feature information on specific financial topics. 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. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

    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 - 04/19/17 LADIES Day Luncheon-"Behavioral Finance"

    Eventbrite - 05/2/17 Will You Run Out Of Money In Retirement?

    Eventbrite - 5/9/17 You Can Get Hired! - JoAnne Funch & KimAileen White

    Eventbrite - 05/17/17 LADIES "5 Common Financial Planning Mistakes People Make and How You Might Avoid Them"

    Eventbrite - 06/06/17 Will You Run Out Of Money In Retirement?

    Eventbrite - 6/13/17 You Can Get Hired! Dr Heather Rothbauer-Wanish and Sandy Ziesler

    Eventbrite - 06/21/17 LADIES "How Do You Select Investments?"
     

    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.
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    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 free seminar

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.