Strategies For Wealth: Building your Economic Confidence
- Location
- New York, NY 40.71-74.01 10005US
- Meetups
- 6 so far
- Members
- 52 $ Saavy Individuals
- Meetup topics
- Founded
- May 31, 2009
- Membership dues
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$5.00 per event
Why: Your due will be REFUNDED at the 1rst event. I just want to minimize "no-shows"
I am passionate about educating individuals and empowering them to make financial decisions that are in THEIR best interests. I have joined one of the top financial planning firms in the country, Strategies For Wealth, to be able to draw upon the EXPERT knowledge of their team and over 100 Financial experts, in creating more wealth in my client's world, with NO ADDITIONAL OUT OF POCKET COSTS, and NO ADDITIONAL RISK.
I will be hosting MONTHLY planning sessions that will allow me to share our Building Economic Confidence Process to build and protect your wealth.
Strategies for Wealth's unique planning approach aligned perfectly with my personal values and my desire to build long term professional relationships. The firm's ethics, integrity, caring and trust come across not only to our clients, but behind the scenes as well. Most Financial Representatives focus on a small aspect of your overall financial picture (usually investments), and suggest strategies based on their opinions which will affect you mostly in the short term. This often gives you a disconnected view of your finances.
I take a macro-approach to planning and create a plan with my clients to make sure their entire financial picture works in every area the best way possible. I want to provide individuals with a comprehensive overview of their entire financial world, so they can take control of their finances for themselves and their families.
I'd enjoy the opportunity to share our process with you and create value for you and the people in your life.
- Where?
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This location is shown only to members
- Who’s coming?
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1 Yes / 0 Maybe
I am a Financial Strategist at a planning firm in NY, Strategies For Wealth, and my mission is to challenge the way individuals think about their money.
My approach to Financial planning involves a shift in thinking from high risk, chasing a rate of return to an approach that centers around the "rate of savings", and certainties. Read more
Past Meetups
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For Wealth- Financial Planning, Holistic Approach
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What's new?
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Nov 14
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New member
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Nov 9
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New member“I would like to inform and educate people on how to manage their money. I want to learn from other instructors and discuss with people the financial needs they have.”
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Oct 29
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New member
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Oct 11
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New member
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Oct 6
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New member
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Sep 27
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New member
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Sep 23
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New member
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Sep 18
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New Greeting for“Do you think it is possible? This guy Anthony claims to have a formula to turn… $1000 into $1 million in roughly 5 years. Or $2000 into $1.7 million in just 1.9 years! I'm not sure... But this guy shows you a video where he is actually doing it. And he does it so effortlessly and explains it all, as he goes along. Watch this video and decide yourself… This type of quick cash injection... Should be ILLEGAL! http://www.2stocktrading.com/”
posted by Daniel
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New Greeting for“Do you think it is possible? This guy Anthony claims to have a formula to turn… $1000 into $1 million in roughly 5 years. Or $2000 into $1.7 million in just 1.9 years! I'm not sure... But this guy shows you a video where he is actually doing it. And he does it so effortlessly and explains it all, as he goes along. Watch this video and decide yourself… This type of quick cash injection... Should be ILLEGAL! http://www.2stocktrading.com/”
posted by Daniel
-
New Greeting for“Do you think it is possible? This guy Anthony claims to have a formula to turn… $1000 into $1 million in roughly 5 years. Or $2000 into $1.7 million in just 1.9 years! I'm not sure... But this guy shows you a video where he is actually doing it. And he does it so effortlessly and explains it all, as he goes along. Watch this video and decide yourself… This type of quick cash injection... Should be ILLEGAL! http://www.2stocktrading.com/”
posted by Daniel
-
New Greeting for“Do you think it is possible? This guy Anthony claims to have a formula to turn… $1000 into $1 million in roughly 5 years. Or $2000 into $1.7 million in just 1.9 years! I'm not sure... But this guy shows you a video where he is actually doing it. And he does it so effortlessly and explains it all, as he goes along. Watch this video and decide yourself… This type of quick cash injection... Should be ILLEGAL! http://www.2stocktrading.com/”
posted by Daniel
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Your organizer's refund policy for Strategies For Wealth- Financial Planning, Holistic Approach
Your organizer will refund you if:
- Your organizer closes their Meetup Group
- Your organizer removes or bans you from their Meetup Group
What members are saying
“ Great approach to financial planning; comprehensive! ”
“ Financial Literacy for women with a holistic approach. ”
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