Past Meetups (12)

What we're about

Money. A subject that a lot of us refuse to talk about. The topic is often considered taboo in many places. However, we all know that money is simply a tool, a source of power to be used in service of others and a life well lived. In the end, it's not money that we are after. What we are after is the feeling of empowerment, freedom, feeling of security, the feeling of growth and ability to help others.

However, how do we achieve all that when often times we feel we never have enough, even just to meet ends needs. How can we even think about our future and the future of our next generation. Can we have a comfortable retirement one day without having to worry about income. When you lack of confidence about money, it unconsciously affects your confidence in other areas too.

What holds us back from getting started on the road to financial freedom? For a lot of us, it's the feeling that we're in over our heads. Lets turn things around from a feeling of scarcity to a feeling of abundance. What if making money can be a fun journey and a great vehicle to achieve what matters most in life.

Topics will include cash flow management, stocks, mutual funds, ETFs, life insurance, cash value life insurance, annuities, investment strategies, retirement plans, social security, long term care, estate planning.

DISCLAIMER:
Discussion in this Meetup is intended for educational purposes only. It is not intended to give advice on tax, insurance, investment, or any product and service. Members are encouraged to seek financial advice from qualified professionals, including licensed investment advisors, stockbrokers, accountants, insurance agents, attorneys, CPAs, and other qualified individuals. Neither the organizer nor any other person associated with this Meetup may be held liable for any damages that may result from the discussion of this Meetup.

Members (47)

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