What we're about

Hello! You are invited to spend an exciting Saturday afternoon with Pauline Li, Mary Wong, and special guests. We'll talk together about money, habits, budgeting, opportunities and trends so you can make a plan that works for you to make your dreams and goals a reality. Together we will discuss the facts of money and how to use money to achieve your short-term and long-term goals...your dreams. Your dreams matter. Money matters. Our goal is to help you understand and create a sound financial plan to use and grow your money. Life is for living, not stressing about how to meet your day-to-day financial needs.

Agenda:

· 2:00-2:15 PM Check-in, networking, and introduction

· 2:15-3:30 PM Money talk led by financial professionals

· 3:30-4:00 PM Finger food, networking, and discussion.

Our Mission:

It is ironic that we live in one of the wealthiest countries in the world, yet we are not comfortable handling our money! We have questions on how to handle money to create more money. Questions might include how to pay for our children’s college? Or how do I find extra money in my pocket? How do I get out of debt? How do I grow money? I’m living paycheck to paycheck and what to increase my money flow, how? We can work hard to make money all our lives but still retire broke. I can’t talk to others about money because it’s embarrassing, I’m supposed to know how to use my money wisely, aren’t I? But! 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? That’s why we formed this MeetUp Group. Together, led by professional money experts, we can grow our money skills. Financial knowledge is key to change lives and achieve our dreams and life goals.

Find us Saturday at 2:00 pm at the Burlingame Financial Office, 1838 El Camino Street, Burlingame, CA 94005 donated to us by Mary Wong. There is Free parking available in our safe and secure office parking lot that is across from the train tracks or a block from El Camino Real. We are two blocks from the MIllbrae BART and CalTrains multipurpose station. If the front door is locked, please call Pauline Li at (415) 269-8435 or Mary Wong at (415) 793-7979 to open the door for you.

Our 2-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements. Our goal is to help people to use, save money confidently for financial independence and money management. We want to educate, inspire, and promote action, so you too can educate others and bring awareness to financial literacy. Let's dream and make our dreams a reality. It is doable.

Topics covered included:

· Increase cash flow

· Find and save more money by evaluating expenses.

· Manage your debt

· Take control of your money and get out of debt

· Build an emergency fund

· Preparing for the unexpected

· Proper protection

· Protect and preserve your money

· Multiple streams of Income

· Develop strategies to accumulate cash

· Discussion of tax liability when making financial decisions

· Keep more of your money

· Build wealth faster

· Prepare for retirement, before and during

· Navigate the maze around pensions, social security, and Medicare

· Estate planning

· Wills, trusts, power of attorney, and medical directives.

Come One Come All ... Business owners, sole proprietors, entrepreneurs, students, graduating students, those just entering the workforce, retirees, about to retire, home makers, families with children, in short any one who wants to become a better money manager, and to create their life goals and dreams into a reality. It's possible to have good money habits to be financially secure and literate. We can do it, especially together in this journey of examining and refining our money habits, goals, spending and saving in a non-judgmental no fault environment.

Upcoming events (5+)

Money Matters

Mary Wong Insurance

Saturday afternoon we have presentations by a financial professional to learn to money work for us. Each presentation is followed by finger food, networking, and open discussion, Bring your ideas, thoughts, a pen and notebook. What to Expect: 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 • 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. When and Where We Meet – We meet every Saturday at 1:00 PM - Burlingame Financial Office, 1838 El Camino Street, Burlingame, CA 94005 • 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 Pauline Li at (415)[masked] or Mary Wong at (415)[masked] to open the door for you. Agenda: 1:00-1:15 PM Check-in, networking, and introduction 1:15-1:45 PM Money talk led by financial professionals 1:45-2:30 PM Finger food, networking, and discussion. Our Mission: 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. Oh, did I say we offer a Certificate at the completion of a 10 week session. Each meetup is totally different, attend one or many, it's really up to you. The Meetup is Free. Let's talk and discover useful tips to save money. Our 1-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements. Our goal is to help people move from insecurity on how to use and save money 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. Just to Be Upfront. This this Meetup about greed at all costs? No, just the opposite. This Meetup is about empowering everyone, old and young, through the steps and knowledge using financial education to live the life that you want; making your goals and dreams. a reality. 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. Please bring a pen and notebook with you. If you would like to purchase a money book we have some for $5 or $10. There is not cost to the meetup and the books are not required, simply optional. This Meetup is not a sales pitch and there is zero pressure to "sign up now" for any product. It's totally 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! It's for living our dream life, not worrying! See you Saturday afternoon.

Money Matters

Mary Wong Insurance

Saturday afternoon we have presentations by a financial professional to learn to money work for us. Each presentation is followed by finger food, networking, and open discussion, Bring your ideas, thoughts, a pen and notebook. What to Expect: 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 • 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. When and Where We Meet – We meet every Saturday at 1:00 PM - Burlingame Financial Office, 1838 El Camino Street, Burlingame, CA 94005 • 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 Pauline Li at (415)[masked] or Mary Wong at (415)[masked] to open the door for you. Agenda: 1:00-1:15 PM Check-in, networking, and introduction 1:15-1:45 PM Money talk led by financial professionals 1:45-2:30 PM Finger food, networking, and discussion. Our Mission: 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. Oh, did I say we offer a Certificate at the completion of a 10 week session. Each meetup is totally different, attend one or many, it's really up to you. The Meetup is Free. Let's talk and discover useful tips to save money. Our 1-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements. Our goal is to help people move from insecurity on how to use and save money 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. Just to Be Upfront. This this Meetup about greed at all costs? No, just the opposite. This Meetup is about empowering everyone, old and young, through the steps and knowledge using financial education to live the life that you want; making your goals and dreams. a reality. 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. Please bring a pen and notebook with you. If you would like to purchase a money book we have some for $5 or $10. There is not cost to the meetup and the books are not required, simply optional. This Meetup is not a sales pitch and there is zero pressure to "sign up now" for any product. It's totally 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! It's for living our dream life, not worrying! See you Saturday afternoon.

Money Matters

Mary Wong Insurance

Saturday afternoon we have presentations by a financial professional to learn to money work for us. Each presentation is followed by finger food, networking, and open discussion, Bring your ideas, thoughts, a pen and notebook. What to Expect: 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 • 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. When and Where We Meet – We meet every Saturday at 1:00 PM - Burlingame Financial Office, 1838 El Camino Street, Burlingame, CA 94005 • 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 Pauline Li at (415)[masked] or Mary Wong at (415)[masked] to open the door for you. Agenda: 1:00-1:15 PM Check-in, networking, and introduction 1:15-1:45 PM Money talk led by financial professionals 1:45-2:30 PM Finger food, networking, and discussion. Our Mission: 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. Oh, did I say we offer a Certificate at the completion of a 10 week session. Each meetup is totally different, attend one or many, it's really up to you. The Meetup is Free. Let's talk and discover useful tips to save money. Our 1-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements. Our goal is to help people move from insecurity on how to use and save money 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. Just to Be Upfront. This this Meetup about greed at all costs? No, just the opposite. This Meetup is about empowering everyone, old and young, through the steps and knowledge using financial education to live the life that you want; making your goals and dreams. a reality. 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. Please bring a pen and notebook with you. If you would like to purchase a money book we have some for $5 or $10. There is not cost to the meetup and the books are not required, simply optional. This Meetup is not a sales pitch and there is zero pressure to "sign up now" for any product. It's totally 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! It's for living our dream life, not worrying! See you Saturday afternoon.

Money Matters

Mary Wong Insurance

Saturday afternoon we have presentations by a financial professional to learn to money work for us. Each presentation is followed by finger food, networking, and open discussion, Bring your ideas, thoughts, a pen and notebook. What to Expect: 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 • 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. When and Where We Meet – We meet every Saturday at 1:00 PM - Burlingame Financial Office, 1838 El Camino Street, Burlingame, CA 94005 • 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 Pauline Li at (415)[masked] or Mary Wong at (415)[masked] to open the door for you. Agenda: 1:00-1:15 PM Check-in, networking, and introduction 1:15-1:45 PM Money talk led by financial professionals 1:45-2:30 PM Finger food, networking, and discussion. Our Mission: 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. Oh, did I say we offer a Certificate at the completion of a 10 week session. Each meetup is totally different, attend one or many, it's really up to you. The Meetup is Free. Let's talk and discover useful tips to save money. Our 1-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements. Our goal is to help people move from insecurity on how to use and save money 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. Just to Be Upfront. This this Meetup about greed at all costs? No, just the opposite. This Meetup is about empowering everyone, old and young, through the steps and knowledge using financial education to live the life that you want; making your goals and dreams. a reality. 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. Please bring a pen and notebook with you. If you would like to purchase a money book we have some for $5 or $10. There is not cost to the meetup and the books are not required, simply optional. This Meetup is not a sales pitch and there is zero pressure to "sign up now" for any product. It's totally 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! It's for living our dream life, not worrying! See you Saturday afternoon.

Past events (17)

Money Matters

Mary Wong Insurance

Photos (9)