Purpose: 


This group is open to professionals who help manage other people's money (lawyers, cpa's, financial planners, financial advisers). I don't want this to be just another weekly referral group at some restaurant in town. It's ultimately a professional referral group of wealth management professionals networking on the golf course. We are open to sharing information and helping fellow members grow their practice.

 

Goals:


  • Open to all Bay Area professionals involved in Law (Estate law, Personal Injury law, Divorce law), CPA's (Estate Planning, Financial Planning, Tax Planning), RIA's (Independent Financial Advisors), and CFP's (Financial Planners);
  • Meeting once a week for a 9-hole game of Four Ball golf. Each Four Ball will consist of a member from each discipline; 
  • At a local golf club; 
  • Free membership, but you are responsible for covering your portion of the cost of green fees, golf cart rental, beverages, etc. 
  • Members are invited to submit and vote on four questions (one from each discipline) as it relates to the other disciplines. Two members will be given 15 minutes to answers one question each after the game. The other two questions will be open for discussion on our Message Board. The four questions will be posted on the group web site before the meeting.


If you think this referral group is of value to you then please sign up and I will let you know if there is enough interest to start the group.

We're 1 Wealth Management Professionals

New members must be approved by the Organizer

Content of this Meetup Group is only visible to members

 
Founded Sep 11, 2010

Organizer:

Robert Zylstra
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Bill

I started the group because there wasn't any other type of group like this. I've met some great folks in the group who have become close friends and have also met some amazing business owners.

Bill, started New York City Gay Craft Beer Lovers

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