Next Meetup

Holiday Mix and Mingle
This will be a casual event for all to attend, mix, mingle, and network. Meet other like minded individuals focused on improving their own financial well-being. Share your knowledge and learn from someone else while we all seek financial empowerment. Food and drink are available for purchase.

The Barrel Room

16765 Bernardo Center Drive · Rancho Bernardo, CA

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    Past Meetups (2)

    What we're about

    We all have financial struggles, and we all experience that emotional turmoil, whether we make $50k a year, $250k a year, or even own a small business.

    We all have those questions that keep us up at night. When can I retire? Do I need to be saving more? Am I saving the right way? Would my family be taken care of if I wasn't her for them? How will I pay for my kids college? How can I fight my debt?
    How can I get more tax deductions? What would happen to my business if something happened to me? How can I cut expenses and increase revenues? How can I make sure my employees feel taken care of?

    These questions haunt our society, but we were never educated on the answers. If you want these questions answered then this group is for you.

    We host workshops to help educate individuals, families, and businesses on the options and decisions that can be made to answer these questions and create financial confidence and peace of mind.

    The workshops are lead by a licensed financial planner and will vary each session from being target to families or business owners specifically.

    Members (27)

    Photos (2)