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The focus of this group is Education. Our group is a forum for like-minded individuals to come together, and learn about all the financial issues that matter most. We will be discussing questions and answers on topics such as Investing, Financial Planning, Growing Net-Worth, Tax Savings, College Funding, Retirement, Social Security Maximization, Pensions, 401k's, Estate Planning, Insurance Planning, and MORE! We offer a fun and friendly atmosphere, for all ages, backgrounds, and levels of experience! Join us on the journey to Financial Wellness!

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Recent Meetups

  • Aug 11, 2015 · 6:30 PM

    Smart Money Strategist Meeting

    2 Smart Money Strategists

    Hello all. Our 1st meeting is set for next week, held 2 different days/times to try and accommodate everyone’s schedule. As this will be our 1st meeting, our goal will... Learn more

  • Jun 30, 2015 · 6:30 PM

    Social Security Maximization

    3 Smart Money Strategists

    This is an Educational meeting is for ages 55 - 66 interested in learning how to maximize your Social Security Income. What you will learn: • Strategies to maximize your... Learn more

  • See all past Meetups

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