Skip to content

Financial Planning

Meet other local people interested in Financial Planning: share experiences, inspire and encourage each other! Join a Financial Planning group.
pin icon
176,579
members
people1 icon
483
groups

Frequently Asked Questions

Yes! Check out financial planning events happening today here. These are in-person gatherings where you can meet fellow enthusiasts and participate in activities right now.

Discover all the financial planning events taking place this week here. Plan ahead and join exciting meetups throughout the week.

Absolutely! Find financial planning events near your location here. Connect with your local community and discover events within your area.

Financial Planning Events Today

Join in-person Financial Planning events happening right now

2024 Playgroup
2024 Playgroup
Gold Star Business Networking
Gold Star Business Networking
Bring your business cards and network in person with other business professionals! Gold Star Referral Clubs is one of the most established professional networking organizations in the country, with multiple groups in central Ohio. Join us!
Lewis Center Networking Lunch
Lewis Center Networking Lunch
Join us for lunch and meet our very successful group. We are each others sales team...always looking for referrals for our members. If you are looking for new clients, let us help you out! Bring your business cards and brochures to share with us. We have a speaker each week so that we can learn about their business. Because we have only one member per business, we have many of the spots filled. However, we are specifically looking for an estate attorney, a handyman/electrician, and an event planner. We have referrals for you! All visitors are welcome. Any questions contact [pmarchio@farmersagent.com](mailto:pmarchio@farmersagent.com)
Thursday Night Preview:  THE BRIDE at the Gateway Film Center!
Thursday Night Preview: THE BRIDE at the Gateway Film Center!
Join us as we get together to see the period drama / classic monster movie, THE BRIDE! The film is written/directed by Maggie Gyllenhaal and stars Jessie Buckley and Christian Bale in a new take on the classic tale, The Bride of Frankenstein. We'll be seeing this one on Thurs, 3/5 one day ahead of the film's opening on Friday. Here’s a description, trailer and plan for this event: DESCRIPTION: In 1930s Chicago, Frankenstein's creature asks Dr. Euphronius to create a companion for him. They give life to a murdered woman as "the Bride," sparking romance, police interest and radical social change. It is written, directed and co-produced by Maggie Gyllenhaal and stars Jessie Buckley, Christian Bale, Peter Sarsgaard, Annette Bening, Jake Gyllenhaal and Penélope Cruz. TRAILER: https://www.youtube.com/watch?v=n-qJkAXLfYM PARKING: Close, convenient parking is available in the nearby garage (located between 9th and 11th, just off High St). Bring your ticket with you and have it validated at the theater and for $2, you’re covered for the night! PLAN: Please purchase your ticket for the 7:00pm showing and we’ll meet inside the upstairs lobby between 6:40 and 6:50pm. Advance ticket purchase is advised (via Gateway website preferred). Once you have yours, please list your seat number in the Comments below! Pre-show bite at Cazuela’s next door at 5:30pm. Please arrive by 5:30pm and ask for the Movie Group! Look forward to seeing you there, Dan
Happening Hour at Natalie's!
Happening Hour at Natalie's!
Come join us at [Natalies](https://nataliesgrandview.com/) in Grandview for a free Happy Hour show. **The doors open at 5:00 pm.** Tonight is Sirens, an all girl rock band. This club has a great vibe with drink and eats specials. **The show runs from 5:15 pm - 6:30 pm.** There is no admission charge, but tips for the band are strongly encouraged. ***RESERVATIONS ARE FOR A 8-TOP; overflow can sit at the bar, lean in, or find available all season patio seating. MEMBERS ONLY, please. No guests.*** *(I have to pay for no shows. If you cancel late or no show, you may be temporarily removed from the group)*
DoJo (Informal Python Meeting)
DoJo (Informal Python Meeting)
**New Dojo Location!** **Draft Day Columbus** 1130 Dublin Road Columbus, OH 43215 We're going to try a new dojo location for a few weeks and see how it works Dojos are informal Python group study sessions where everyone interested in Python gathers to learn about Python, help others with Python, or just hang out. Everyone is welcome from Python beginners to experts. Bringing a laptop is encouraged (we'll have extension cords and power strips). If there's something you want to learn leave a comment on this invite so we can plan ahead. We're looking for topic suggestions and people interested in presenting at our monthly meetings. To this end we've set up a survey form at [https://docs.google.com/forms/d/15eBKF1nQQ2XS5gzD4rvhVRHMBEj7lJtHuA9wXupS3Uc](https://docs.google.com/forms/d/15eBKF1nQQ2XS5gzD4rvhVRHMBEj7lJtHuA9wXupS3Uc)
Columbus Educational Leaders Networking Event
Columbus Educational Leaders Networking Event
## Overview Networking event for aspiring school leaders interested in building their own high-quality K-12 public school in their community. **About the Event:** Aspiring school founders in the Columbus, OH, area are invited to join us for this special in-person networking event where you will be able to ask questions, learn more about the BES Fellowship and make sure you are prepared for the application process and beyond. In addition to meeting like-minded leaders who are also committed to transforming education and bringing a high-quality K-12 option to their community, you’ll have the opportunity to meet our team and gain special insights from Dr. Chaundria Smith, BES Senior Director of Fellowship Coaching, who works closely to support BES Fellows. During this event, you can also learn more about the various regions across Ohio we are prioritizing for the BES Fellowship to ensure that new schools will respond to the needs of their community. **About the BES Fellowship:** Leaders in the BES Fellowship embark on a multi-year process to design, found, and lead an excellent K-12 public school that reflects and responds to community needs. We are currently accepting applications to the 2026 BES Fellowship. The extended deadline is March 30, and the 2026 Cohort will begin August 2026. Applications will be reviewed on a rolling basis until all spots are filled. Learn more at [bes.org/fellowship](http://bes.org/fellowship "http://bes.org/fellowship").

Financial Planning Events This Week

Discover what is happening in the next few days

Investing & Personal Finance Meeting
Investing & Personal Finance Meeting
If you are interested in selecting investment choices for your 401(k) or other workplace savings plan, minimizing your income tax liability, or identifying the most effective investments for your brokerage account, we are the group for you. We are a local chapter of Bogleheads**®**, whose investment strategy can be found here: https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy Or you can peruse the Boglehead forum here: https://www.bogleheads.org/index.php I look forward to seeing you there. Mark Vonder Haar
💃 Lincoln Street Salsa Saturdays! 💃 Salsa, Bachata, and Merengue Dancing! 💃
💃 Lincoln Street Salsa Saturdays! 💃 Salsa, Bachata, and Merengue Dancing! 💃
**💥 Join us THIS Saturday and EVERY Saturday!** **💥 At Columbus’ Hottest New Salsa Venue!** **.** Lincoln Street Salsa THIS Saturday and EVERY Saturday! 8 pm – 1 am **.** **💥 Gorgeously Renovated Studio!** **💥 Free Parking!** **💥 BYOB!** **💥 Easy Access from Highway!** **.** Lincoln Street Salsa 1717 Brice Rd Reynoldsburg, Ohio 43215 **.** **ENTRANCE IS ON THE NORTH SIDE OF THE BUILDING** **Behind Anthony’s Pharmacy!** **.** **PLEASE SHARE and help get the word out!** **.** **🟣 Salsa, Bachata, and Merengue Dancing!** **.** **🟣** 8:00 pm – 8:30 pm **𝗥𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻** **.** **🟣** 8:30 pm – 9:30 pm **𝗕𝗲𝗴𝗶𝗻𝗻𝗲𝗿 𝗗𝗮𝗻𝗰𝗲 Class!** **.** **🟣** 9:30 pm – 1 am **𝗢𝗽𝗲𝗻 𝗗𝗮𝗻𝗰𝗲 𝗣𝗮𝗿𝘁𝘆!** **.** **✅ Questions?** **Visit [LincolnStreetSalsa.com](https://columbussalsadancing.com/)** Or Text Todd: 614-774-8146 **.** **✅ No Experience Necessary!** **✅ No Partner Required!** **✅ Plenty of People to Dance With!** **.** **✅ $15 Cash / $16 Card** **✅ College Students $5 Off with Valid ID!** **✅ BYOB** **✅ Age 18+** **.** **✅ Lincoln Street Salsa is the perfect place for…** **.** **👉 Learning to Dance** **👉** Social Dancing **👉 Birthday Celebration** **👉** Bachelorette Parties **👉 Girl’s Night Out** **👉 Date Night** **👉** Getting Fit / Burning Calories **👉 Meeting New People** **👉** Having Fun, Fun, Fun! **.** ✅ **Questions?** Visit [LincolnStreetSalsa.com](https://columbussalsadancing.com/) Or Text Todd: 614-774-8146
Better together playnasium
Better together playnasium
IxDA Chat ‘n Pancakes
IxDA Chat ‘n Pancakes
Join membersrs of the Central Ohio UX and digital design community for a casual monthly breakfast.

Financial Planning Events Near You

Connect with your local Financial Planning community

Understanding the Columbus Housing Market: Let’s Talk Downsizing for Seniors
Understanding the Columbus Housing Market: Let’s Talk Downsizing for Seniors
**Understanding the Columbus Housing Market: Let’s Talk Downsizing for Seniors** Understanding the Market to Make Your Best Move Yet Thinking about downsizing or helping a parent prepare for a move? Join us for a friendly, educational seminar designed specifically for seniors in Central Ohio. We’ll break down what’s happening in today’s Columbus housing market, explore timing and planning for downsizing, and discuss easy ways to prepare a longtime home for sale—without overwhelm. You’ll also learn about low‑maintenance housing options, financial considerations, and simple steps to make your next move smooth and stress‑free. This is a relaxed, no‑pressure event where you can ask questions and get practical advice tailored to seniors and their families. Hosted by: Katie McCartney, Broker & Senior Real Estate Specialist® (SRES)
Afternoon Movie
Afternoon Movie
**Tickets go on sale 3/12 . I will post what row to buy your ticket in then .**
From Chaos to Clarity to Control - A Workshop For Business Leaders
From Chaos to Clarity to Control - A Workshop For Business Leaders
Is your business taking more of your time than you would like? [Rob Young](https://www.linkedin.com/in/cinci-robyoung/) principal at [Stage 3 Group](https://www.linkedin.com/company/stage-3-group/), hosts this workshop series and is the author of Stage 3 Success. * Provides a framework and a playbook for leaders of emerging businesses * Reviews business management tools and techniques for scaling and maturing a business * How to recognize and leverage stories hidden in financial statements * How to implement financial and operational controls and use leading indicators to spot trouble before it occurs * How to manage your time for maximum effect * How to deal with nonperforming employees * How to create standard operating procedures throughout your organization Four sessions will include two hours of content and an optional 90-minute hands-on lab. Reserve your spot via this link: https://clintonvilleba.com/calendar/#!event/2026/3/20/chaos-to-clarity-to-control ($200 for non-CABA members.)
Quarterly Goals Reset for Product Professionals
Quarterly Goals Reset for Product Professionals
One of the most valuable parts of this community is the opportunity to think out loud with other product professionals. This session is built for exactly that. As we wrap up the quarter, it’s a great time to pause and reflect. What’s on track? What needs adjustment? Where could a small shift create bigger impact? Join fellow product professionals for a focused, interactive conversation designed to help you recalibrate for the next quarter. You’ll have the opportunity to share where you are, hear how others are thinking through similar challenges, and gain fresh perspective you can bring back to your team and organization. We’ll gather at 8:00AM, with discussion starting promptly at 8:15AM. 📍 First Watch - 7227 N High St Located in: The Shops at Worthington Ample parking is available. Food and beverages will be available for purchase. Start your morning with clarity and connection — we hope to see you there! ☀️
Gold Star Business Networking
Gold Star Business Networking
Bring your business cards and network in person with other business professionals! Gold Star Referral Clubs is one of the most established professional networking organizations in the country, with multiple groups in central Ohio. Join us!
Making Moves: Small-Group Coaching for Women in Product
Making Moves: Small-Group Coaching for Women in Product
## Hey Columbus WIP peeps! ## Are you ready for an event that actually gives you what you asked for?? **\-\-\-\-\-\-** **A Small-group coaching conversations for women in product navigating growth, leadership, and career decisions.** **March 10 \| 5:30–8:00 PM** **Rev1 -- NEW SPACE** **330 Rush Alley #100** **Parking Options:** • **Rev1 at The Peninsula** • **Starling St. Garage South** – 377 W. Capital St. • **LAZ Parking (COSI)** – 50 Belle St. • **LAZ Parking Limited** – 375 W. State St. • **Veterans Memorial Lot** – 300 W. Broad St. • **Metered Street Parking** **What moves are you making?** A promotion you’re working toward. A role change you’re considering. A bigger leadership opportunity. A conversation that needs to happen. A decision that’s been sitting in the back of your mind. For our Q1 Women in Product Columbus event, we’re creating space to actually work through those moments. **Making Moves** is an evening of focused, facilitated coaching conversations with experienced mentors from our local product community. This isn’t a panel. It’s not passive networking. It’s small-group dialogue designed to be thoughtful, practical, and worth your time. Here’s how it will work: • You’ll choose a topic that reflects what you’re navigating right now • You’ll join a small coaching circle (5–7 participants) • Each circle is led by a mentor who has lived experience in that area • We’ll run two rounds so you can go deeper or explore a second conversation ### Coaching Topics: • Communicating the Value of Your Work (or Team) • Career Transitions & What’s Next • Growing Into Leadership • Staying Relevant as Technology (and AI) Changes • Getting Alignment and Decisions from Leadership Our goal is simple: you leave with clearer thinking, practical perspective, and at least one next step you feel confident about. Space in each circle will be limited to keep conversations meaningful. If this sounds like the kind of room you’ve been wanting to be in, we’d love to see you on March 10. RSVP here! [https://community.womenpm.org/c/all-local-events/making-moves-a-columbus-wip-event](https://community.womenpm.org/c/all-local-events/making-moves-a-columbus-wip-event "https://community.womenpm.org/c/all-local-events/making-moves-a-columbus-wip-event") *And if you haven't joined the WIP group - do that too, would ya?!?!* — Your Columbus Chapter Leads - Amber, Leah and Liz!