What we're about

"Planning is bringing the future into the present so that you can do something about it now." ~ Alan Lakein

This group is for anyone who wants to learn more about how their money works, but also for folks who already have a financial advisor and want to learn more. Today's investment decisions will often rank among the most important life choices any person can make. Unfortunately, they also can be some of the most difficult. At a time where schools, banks or the government are not teaching people the fundamentals of personal finance, it is very important that we empower ourselves through financial education.

The meetings will consist of a discussion on a particular topic, like those listed below for those interested in asking more specific questions about finance or products. The goal... empowering individuals with financial education in a fun, relaxing and friendly atmosphere.

More Importantly, all meetings are hosted in a "sales free zone" where no financial products or services are secretly pushed on attendees.

Some of the meeting topics include;
Stock Market Basics
Wealth Management
Family planning
Estate planning and Trust
Retirement Planning
Social Security
Business planning
Plus a lot more, including guest speakers.

Every other week, let's share a glass of wine and chat about subject matters that will help you better understand the world of finance. So please join us.

Fees are $20 per person to cover expenses.

Thank you for your time and I look forward to meeting you soon!

Upcoming events

No upcoming events

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