Next Meetup

Member Event: Jack Dvir's Educational Workshop
We are excited to present an educational series at our office. You may attend one or both remaining workshops. They will include professional speakers and a light dinner. We encourage you to bring a friend or two as well. Wednesday, October 24th, 5:30 - 7PM – Jason Andersen will be discussing how to plan in/for retirement in today’s uncertain environment An additional surprise speaker will also be presenting. Please also save the date for for our final seminar: Thursday, November 8th, 5:30 - 7PM Please RSVP to Victoria Nelson at [masked] and indicate which event(s) you will attend as well as how many guests you plan to bring. We hope to see you at our educational series! Financial Pointe 3323 Old Conejo Rd * Newbury Park CA[masked] Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

Financial Pointe (Jack's office)

3323 Old Conejo Rd. · Newbury Park, ca

What we're about

Our reason for existence is to bring together professionals to network, learn from each other, refer business to each other, expand our sphere of influence, do good in the community and socialize (have fun!).

Besides our weekly lunch or breakfast meetings, we meet one-on-one or as a troika to determine how best to work together for our common goals.

We have no rules, no parent organization dictating its mandates, and no significant dues (except for a nominal amount to defray our minimal expenses). We simply use common sense as professional adults in the various interactions.

We allow more than one person per profession, for three reasons:

1. We almost never completely overlap in our businesses, so there are referral opportunities even within areas of our professions.

2. Having two referral sources gives member options for the client's best personality / style fit.

3. We can learn from each other within our professions. This gives us opportunities to collaborate - on a joint seminar, for example

We also volunteer for worthy projects. See this thank you letter (http://files.meetup.com/1783938/Senior%20Concerns%20Love%20Run%20Thank%20You%20Letter.pdf) from the Senior Concerns charity.

We welcome you to check us out and attend the next lunch (http://www.meetup.com/CV-BING/) meeting

Sincerely,

Jack Dvir

Organizer

Members (36)

Photos (536)