Past Meetup

The Basics of Personal Financial Planning

This Meetup is past

10 people went

Wheatsville Coop

4001 South Lamar Blvd · Austin, TX

How to find us

Inside left, lunch room next to Cafe inside Wheatsville Coop, behind Wells Fargo on S. Lamar and Ben White

Location image of event venue


As a CPA I've learned basic financial planning, not as thorough as a Certified Financial Planner which is always my recommendation, and I'm not an investment advisor, but I do personally subscribe to the Jim Cramer and Suzy Orman styles of basic investment and financial management and strategic financial planning. If you haven't had time to read a ton of books on the subject then please stop by the cafe at Wheatsville Coop Saturday Aug 25 and I'll share some of the general strategies and tips I've learned in over 20 years as a Certified Public Accountant. This is purely for informational and education purposes and not investing advice. Just a chance to share some of my personal knowledge and experiences with you.