What we're about

Welcome and Thank you for visiting this Money group. This group is for all ages and walks of life. It's for people who want to be financially secure. After all, Life is for Living. This Meetup is not a sales pitch for financial products. There is zero pressure to "sign up now." Let's have a no judgement conversation about your dreams and goals, where you are today and what you really would like to do if life had no restrictions. We explore and talk about opportunities and what your life style would be when you grow your net worth. Do you want to learn more about money, but feel awkward talking to your friends and family about it? Do you want to pay off your student debt sooner, but don’t know where to start? Do you want to up your investing game, but have no idea what to do? You’re not alone, and that’s exactly why you should attend this one-of-a-kind event.

Upcoming events (5+)

Let's Talk About Money. What are Your Priorities?

Mary Wong Insurance

Join with me, Mary Wong, and special guests for an exciting evening speaking about the Money tools you need to take control of your money so you can take control of your life! What we're about Each Thursday we have presentations by a financial professional to learn to money work for us. Each presentation is followed by snacks, open discussion, and networking. • Network with like-minded individuals. • Learn to become your own money manager! • Secure your future and realize your dreams! Typical Topics: • Increase cash flow - Find and save more money by evaluating expenses. • Manage your debt - Finally, take control of your money and get out of debt.. • Build an emergency fund - Don't get blindsided by the unexpected. • Proper protection - Protect and preserve your money. • Multiple streams of Income - Understand strategies and accumulate cash. • Tax efficiency - Keep more of your money and build wealth faster. • Prepare for retirement - Navigate the maze around pensions, social security, and Medicare. • Estate planning - Learn about wills, trusts, power of attorney, and medical directives Meeting Time and Location: • Burlingame Financial Office, 1838 El Camino Street, Burlingame, CA 94005 • Every Thursday at 7:00 PM - Free parking available in our safe and secure office parking lot that is across from the train tracks. We are two blocks from the MIllbrae BART and CalTrains multipurpose station - If the front door is locked, please call Mary Wong at (415)[masked] to open it for you. Agenda: • 7:00-7:15 PM Check-in, networking, and introduction • 7:15-7:45 PM Money talk led by financial professionals • 7:45-8:30 PM Snacks, networking, and discussion. Our Campaign: Don't you find it ironic that we live in one of the wealthiest countries in the world, but we always have money problems? We can work hard to make money all our lives but still retire broke. Maybe we don’t have much because we don’t know much. Money is seldom taught at home or at school. Is it any wonder that people avoid the topic of money and don't like to think about it? We think financial education can change lives and we’re doing something about it. Come join us in our campaign for financial literacy. We have more than 15 unique workshops about budgeting, saving, reducing debt, investing, building a business, and achieving financial freedom. Our 1-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements. Our mission is to help people move from financial insecurity to financial independence. We want to educate, inspire, and promote action, so you too can educate others and bring awareness to financial literacy. Who should attend? Everyone who wants to become financially literate, whether in school, entering the workforce, about to retire or already retired. Is this Meetup about greed at all costs? No, just the opposite. This Meetup is about empowering you through financial education in order that you live the life that you want. Life is for living, not worrying. Our intent is to present a holistic approach in a welcome and in a no judgment environment, one that takes the greater world into account. This Meetup is not a sales pitch and there is zero pressure to "sign up now" for any product. It's a Meetup focused on knowledge and how you too can grow your money by being mindful of how you spend your hard earned cash and developing a plan. Life is for Living! Not worrying! See you Thursday.

Let's Talk About Money. What are Your Priorities?

Mary Wong Insurance

Join with me, Mary Wong, and special guests for an exciting evening speaking about the Money tools you need to take control of your money so you can take control of your life! What we're about Each Thursday we have presentations by a financial professional to learn to money work for us. Each presentation is followed by snacks, open discussion, and networking. • Network with like-minded individuals. • Learn to become your own money manager! • Secure your future and realize your dreams! Typical Topics: • Increase cash flow - Find and save more money by evaluating expenses. • Manage your debt - Finally, take control of your money and get out of debt.. • Build an emergency fund - Don't get blindsided by the unexpected. • Proper protection - Protect and preserve your money. • Multiple streams of Income - Understand strategies and accumulate cash. • Tax efficiency - Keep more of your money and build wealth faster. • Prepare for retirement - Navigate the maze around pensions, social security, and Medicare. • Estate planning - Learn about wills, trusts, power of attorney, and medical directives Meeting Time and Location: • Burlingame Financial Office, 1838 El Camino Street, Burlingame, CA 94005 • Every Thursday at 7:00 PM - Free parking available in our safe and secure office parking lot that is across from the train tracks. We are two blocks from the MIllbrae BART and CalTrains multipurpose station - If the front door is locked, please call Mary Wong at (415)[masked] to open it for you. Agenda: • 7:00-7:15 PM Check-in, networking, and introduction • 7:15-7:45 PM Money talk led by financial professionals • 7:45-8:30 PM Snacks, networking, and discussion. Our Campaign: Don't you find it ironic that we live in one of the wealthiest countries in the world, but we always have money problems? We can work hard to make money all our lives but still retire broke. Maybe we don’t have much because we don’t know much. Money is seldom taught at home or at school. Is it any wonder that people avoid the topic of money and don't like to think about it? We think financial education can change lives and we’re doing something about it. Come join us in our campaign for financial literacy. We have more than 15 unique workshops about budgeting, saving, reducing debt, investing, building a business, and achieving financial freedom. Our 1-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements. Our mission is to help people move from financial insecurity to financial independence. We want to educate, inspire, and promote action, so you too can educate others and bring awareness to financial literacy. Who should attend? Everyone who wants to become financially literate, whether in school, entering the workforce, about to retire or already retired. Is this Meetup about greed at all costs? No, just the opposite. This Meetup is about empowering you through financial education in order that you live the life that you want. Life is for living, not worrying. Our intent is to present a holistic approach in a welcome and in a no judgment environment, one that takes the greater world into account. This Meetup is not a sales pitch and there is zero pressure to "sign up now" for any product. It's a Meetup focused on knowledge and how you too can grow your money by being mindful of how you spend your hard earned cash and developing a plan. Life is for Living! Not worrying! See you Thursday.

Let's Talk About Money. What are Your Priorities?

Mary Wong Insurance

Join with me, Mary Wong, and special guests for an exciting evening speaking about the Money tools you need to take control of your money so you can take control of your life! What we're about Each Thursday we have presentations by a financial professional to learn to money work for us. Each presentation is followed by snacks, open discussion, and networking. • Network with like-minded individuals. • Learn to become your own money manager! • Secure your future and realize your dreams! Typical Topics: • Increase cash flow - Find and save more money by evaluating expenses. • Manage your debt - Finally, take control of your money and get out of debt.. • Build an emergency fund - Don't get blindsided by the unexpected. • Proper protection - Protect and preserve your money. • Multiple streams of Income - Understand strategies and accumulate cash. • Tax efficiency - Keep more of your money and build wealth faster. • Prepare for retirement - Navigate the maze around pensions, social security, and Medicare. • Estate planning - Learn about wills, trusts, power of attorney, and medical directives Meeting Time and Location: • Burlingame Financial Office, 1838 El Camino Street, Burlingame, CA 94005 • Every Thursday at 7:00 PM - Free parking available in our safe and secure office parking lot that is across from the train tracks. We are two blocks from the MIllbrae BART and CalTrains multipurpose station - If the front door is locked, please call Mary Wong at (415)[masked] to open it for you. Agenda: • 7:00-7:15 PM Check-in, networking, and introduction • 7:15-7:45 PM Money talk led by financial professionals • 7:45-8:30 PM Snacks, networking, and discussion. Our Campaign: Don't you find it ironic that we live in one of the wealthiest countries in the world, but we always have money problems? We can work hard to make money all our lives but still retire broke. Maybe we don’t have much because we don’t know much. Money is seldom taught at home or at school. Is it any wonder that people avoid the topic of money and don't like to think about it? We think financial education can change lives and we’re doing something about it. Come join us in our campaign for financial literacy. We have more than 15 unique workshops about budgeting, saving, reducing debt, investing, building a business, and achieving financial freedom. Our 1-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements. Our mission is to help people move from financial insecurity to financial independence. We want to educate, inspire, and promote action, so you too can educate others and bring awareness to financial literacy. Who should attend? Everyone who wants to become financially literate, whether in school, entering the workforce, about to retire or already retired. Is this Meetup about greed at all costs? No, just the opposite. This Meetup is about empowering you through financial education in order that you live the life that you want. Life is for living, not worrying. Our intent is to present a holistic approach in a welcome and in a no judgment environment, one that takes the greater world into account. This Meetup is not a sales pitch and there is zero pressure to "sign up now" for any product. It's a Meetup focused on knowledge and how you too can grow your money by being mindful of how you spend your hard earned cash and developing a plan. Life is for Living! Not worrying! See you Thursday.

Let's Talk About Money. What are Your Priorities?

Mary Wong Insurance

Join with me, Mary Wong, and special guests for an exciting evening speaking about the Money tools you need to take control of your money so you can take control of your life! What we're about Each Thursday we have presentations by a financial professional to learn to money work for us. Each presentation is followed by snacks, open discussion, and networking. • Network with like-minded individuals. • Learn to become your own money manager! • Secure your future and realize your dreams! Typical Topics: • Increase cash flow - Find and save more money by evaluating expenses. • Manage your debt - Finally, take control of your money and get out of debt.. • Build an emergency fund - Don't get blindsided by the unexpected. • Proper protection - Protect and preserve your money. • Multiple streams of Income - Understand strategies and accumulate cash. • Tax efficiency - Keep more of your money and build wealth faster. • Prepare for retirement - Navigate the maze around pensions, social security, and Medicare. • Estate planning - Learn about wills, trusts, power of attorney, and medical directives Meeting Time and Location: • Burlingame Financial Office, 1838 El Camino Street, Burlingame, CA 94005 • Every Thursday at 7:00 PM - Free parking available in our safe and secure office parking lot that is across from the train tracks. We are two blocks from the MIllbrae BART and CalTrains multipurpose station - If the front door is locked, please call Mary Wong at (415)[masked] to open it for you. Agenda: • 7:00-7:15 PM Check-in, networking, and introduction • 7:15-7:45 PM Money talk led by financial professionals • 7:45-8:30 PM Snacks, networking, and discussion. Our Campaign: Don't you find it ironic that we live in one of the wealthiest countries in the world, but we always have money problems? We can work hard to make money all our lives but still retire broke. Maybe we don’t have much because we don’t know much. Money is seldom taught at home or at school. Is it any wonder that people avoid the topic of money and don't like to think about it? We think financial education can change lives and we’re doing something about it. Come join us in our campaign for financial literacy. We have more than 15 unique workshops about budgeting, saving, reducing debt, investing, building a business, and achieving financial freedom. Our 1-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements. Our mission is to help people move from financial insecurity to financial independence. We want to educate, inspire, and promote action, so you too can educate others and bring awareness to financial literacy. Who should attend? Everyone who wants to become financially literate, whether in school, entering the workforce, about to retire or already retired. Is this Meetup about greed at all costs? No, just the opposite. This Meetup is about empowering you through financial education in order that you live the life that you want. Life is for living, not worrying. Our intent is to present a holistic approach in a welcome and in a no judgment environment, one that takes the greater world into account. This Meetup is not a sales pitch and there is zero pressure to "sign up now" for any product. It's a Meetup focused on knowledge and how you too can grow your money by being mindful of how you spend your hard earned cash and developing a plan. Life is for Living! Not worrying! See you Thursday.

Past events (18)

Photos (4)