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The purpose of this meet-up group is to empower and educate people to make smart decisions with their money. We will meet once per month and educate people on many areas of wealth management and financial planning.  Future topics include:

Identity Theft

Affordable Health Care Act

Power of Attorney – putting in place, taking it back

The A, B, C’s (and D) of Medicare

Roth Conversions

Tax Changes

IRA Distribution Strategies

Medicare Open Erollment

These educational presentations will be offered by a local financial advisor.  There will also be guest speakers from time to time. So watch your emails.

If you want to learn more about investments, reducing taxation, estate planning,  avoiding probate, IRA's/ 401K's, building a financial road map, Medicare, or retirement income then this meet-up group is for you.

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Recent Meetups

  • Feb 27, 2014 · 11:45 AM

    Lunch 'N Learn - 2014 Changes in the Tax Laws

    2 Members

    2014 Changes in the Tax Laws
  • Nov 21, 2013 · 12:00 PM

    Lunch N Learn

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    Obamacare - How will it Affect You & Your Family? Join us for a Lunch N Learn on 11/21/13 at 12:00pm. We will serve lunch, so please call Jen at[masked] once you reserve... Learn more
  • Oct 22, 2013 · 12:00 PM

    Lunch N Learn

    5 Members

    Join us for a lunch n learn. Topic: Safe Money Alternatives in a Volatile Market; Rising Interest Rates - Good or Bad? Lunch will be served. Once you RSVP (online) to... Learn more
  • Sep 26, 2013 · 12:00 PM

    Lunch N' Learn

    2 Members

    Join us for a Lunch N' Learn on September 26th at 12:00 pm. Topics of discussion will be: Market Update & Forecast, The A, B, C's (and D) of Medicare, and Medicare... Learn more
  • Aug 22, 2013 · 12:00 PM

    Lunch N Learn

    3 Members

    Powers of Attorney Why you need one. How to use one. How do I decide who I should have act as my POA? Important provisions that should be in your POA. Registering your... Learn more
  • See all past Meetups

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Founded Jun 4, 2013

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