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Financial Planning

Meet other local people interested in Financial Planning: share experiences, inspire and encourage each other! Join a Financial Planning group.
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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

FYI Worthington Precycle Day
FYI Worthington Precycle Day
Fun & easy way to play more tennis (read event description)
Fun & easy way to play more tennis (read event description)
We’re still working to get more people into these Meetups, but our goal is to give PlayYourCourt members a few social tennis outings each week in addition to your practice sessions and Challenge League matches. These Meetups are co-ed, super laid back, and all skill levels are welcome. Post your skill level and a suggested court in the comments section so we can round up as many players as we can for some tennis fun! Also, if you’re looking to meet new practice partners or play some matches and you aren’t already in the PlayYourCourt Community, you can go here to see what we’re all about and sign up: https://www.playyourcourt.com/tennis-community/columbus-oh/meetup/ If you love tennis, we’d love to have you! Be sure and watch the quick video that explains how everything works. Happy hitting! - Scott
5th annual Earth Day Celebration! And Native Plant Sale- Pataskala
5th annual Earth Day Celebration! And Native Plant Sale- Pataskala
5th annual Earth Day Celebration! This year (2026) the Celebration is scheduled for April 25th with activities running from 10am-2pm. This is a non-ticketed event. Everyone is welcome! We will have food trucks, Birds of Prey, kids crafts, live music, raspberry plants, apple trees, and of course NATIVE PLANTS! Where: Lynd Fruit Farm, 9399 Morse Rd, Pataskala Ohio 43062 Time: Activities will be from 10am- 2pm. The Market will remain open until 5pm.
Neurospicy Columbus - Join us for Stauff's Coffee and Book Loft
Neurospicy Columbus - Join us for Stauff's Coffee and Book Loft
Join Neurospicy Columbus at the Stauff's for coffee and then a stroll through the Book Loft nearby! This will be a friendly chat for like minded individuals with Autism and/or ADHD (or somewhere on the Neurodiverse Spectra).
Psychic Development Series  II - Pueo Group
Psychic Development Series II - Pueo Group
Private Group. Closed to the Public Knowing ourselves and understanding our abilities is the first step toward wielding our gifts with control and accuracy. In subsequent classes we will verify and hone our talents with activities and discussion. These are hands-on workshops and participation is expected. The goal of our series will be to develop expertise in areas of particular interest such as mediumship, channeling, divination, healing and, etc.. Our ultimate directions will be determined by class members as we evolve. I look forward to sharing and discovering with you. - Cynthia

Financial Planning Events This Week

Discover what is happening in the next few days

Dinner After the Movie:  Dinner After MICHAEL at CAP CITY FINE DINER!
Dinner After the Movie: Dinner After MICHAEL at CAP CITY FINE DINER!
A movie this big deserves a big dinner! Join us after MICHAEL for fun and delicious dinner at another CMG-favorite restaurant, CAP CITY FINE DINER! RSVPs are limited for the dinner portion of this event! Here are complete details: CAP CITY FINE DINER: This upscale diner from Cameron Mitchell is known its “retro-cool” atmosphere, modern twists on classic comfort food and their “showstopper” desserts! The menu reimagines nostalgic dishes like meatloaf, beef stroganoff, and pot roast with gourmet twists. The menu also offers vegetarian, vegan and gluten-free options with lots of apps, cocktails, salads, sandwiches, burgers (including a black bean veggie burger), the most welcome return of their Veggie Plate (with Hummus) and more. Desserts include their 24K Carrot Cake, Coconut Cake and Chocolate Covered Peanut Butter Pie. MENU: [https://capcityfinediner.com/locations-menus/gahanna/menus/dinner/](https://capcityfinediner.com/locations-menus/gahanna/menus/dinner/) RSVP: Dinner immediately following the movie at nearby CAP CITY FINE DINER! Please RSVP for here for the dinner portion of this event at Cap City Fine Diner. Since the dinner portion of this event is limited, please only RSVP if you plan to attend. If your plans change, please update your RSVP as early as possible. Please RSVP in both events, if you plan to attend the movie and dinner. Look forward to seeing you there, Dan
🌿 EFT Tapping Workshop: Reduce Stress & Restore Balance
🌿 EFT Tapping Workshop: Reduce Stress & Restore Balance
**Hosted by Unity of Columbus \| Facilitated by Carisa Holmes\, EFT Practitioner** Join us for a powerful and uplifting workshop where you’ll be introduced to **Emotional Freedom Techniques (EFT), also known as tapping**—a simple, effective method that helps release stress, calm the mind, and restore emotional balance. In today’s fast-paced world, many of us carry tension, anxiety, and emotional blocks that impact our well-being. This interactive session will guide you through practical techniques you can use anytime to create a sense of peace and clarity.
Independent Bookstore Day and Lunch!
Independent Bookstore Day and Lunch!
Love getting lost in a good book? [The Book Loft](https://www.bookloft.com/) of German Village is an iconic independent bookstore packed with hard-to-find literary treasures! This isn’t your run-of-the-mill bookstore; it’s a 32-room literary wonderland that would make even the most seasoned bibliophile’s head spin (one of the largest in the country)! **MEET**: We'll gather outside the storefront and then start browsing... **DESSERT**: We'll grab some famous macaroons to start our foodie tour. [Pistacia Vera](https://www.pistaciavera.com/) is a delicious bakery and cafe in the German Village. This charming shop is especially known for its classic macarons. **LATE LUNCH:** *After we browse the bookstore maze, let's gather for the best traditional Jewish deli in town, [Katzingers!](katzingers.com) Choices include stacked Reubens, hot pastromi on rye, chicken salad, macaroni salad, knish, chicken soup, NY cheesecake, and dozens of other sandwiches and sides!* **PARKING**: Street parking all around here. Check the parking time limit. The bookstore and the foodie stops are all on 3rd Street within 4 blocks on the same side of the street.
Monthly Meet Up (Assassin’s Apprentice)
Monthly Meet Up (Assassin’s Apprentice)
This month we’ll be reading Assassin’s Apprentice by Robin Hobb. Feel free to come even if you don’t finish the book!
Columbus Yarn Club at the Grandview Heights Library
Columbus Yarn Club at the Grandview Heights Library
12:45-3:45 p.m. in Conference Room A, Library lower level. Bring your yarn projects, meet new friends. If you plan to attend, please RSVP yes. If you can’t attend, please change your RSVP to no. This helps anyone who is waitlisted and it allows me to have an accurate count of attendees as our space is quite limited. Plenty of parking in the lot, in the overflow lot across the street, and on the street. See you there!
Dinner & a Movie: MICHAEL at Cinemark Stoneridge! 
Dinner & a Movie: MICHAEL at Cinemark Stoneridge! 
Join us for a fun Dinner & a Movie event as we get together to see MICHAEL + Dinner at CAP City! The film is directed by Antoine Fuqua and stars Jaafar Jackson (Michael Jackson’s nephew) as the King of Pop! Early buzz is strong for what should be an excellent musical-biopic! Here are details, a trailer and plan for this event: DESCRIPTION: This biographical musical drama follows the life of Michael Jackson, from his time with the Jackson 5 to his early solo career! Highlighting both his life off-stage and some of the most iconic performances from his early solo career, the film gives audiences a front-row seat to Michael Jackson as never before. Jaafar Jackson (Michael Jackson’s nephew) stars in the title role alongside Nia Long, Laura Harrier, Juliano Krue Valdi, Miles Teller and Colman Domingo. TRAILER: [https://www.youtube.com/watch?v=mbtgEE6rkxw](https://www.youtube.com/watch?v=mbtgEE6rkxw) MOVIE PLAN: Please purchase your ticket for the 3:35pm showing and meet inside the theater lobby between 3:10 and 3:20pm. Tickets already on sale and advance purchase as soon as possible is advised! Once you have yours, please list your seat number in the Comments section of this event! DINNER PLAN: Dinner immediately following the movie (around 6pm) at nearby CAP City Fine Diner! Seating is limited for the dinner portion of this event, so separate RSVP required. If you plan to join for Dinner AND the movie, please be sure to RSVP in both places. CAP CITY FINE DINER: This upscale diner from Cameron Mitchell is known its “retro-cool” atmosphere, modern twists on classic comfort food and their “showstopper” desserts! The menu reimagines nostalgic dishes like meatloaf, beef stroganoff, and pot roast with gourmet twists. The menu also offers vegetarian, vegan and gluten-free options with lots of apps, cocktails, salads, sandwiches, burgers (including a black bean veggie burger), the most welcome return of their Veggie Plate (with Hummus) and more. Desserts include their 24K Carrot Cake, Coconut Cake and Chocolate Covered Peanut Butter Pie. Look forward to seeing you there, Dan

Financial Planning Events Near You

Connect with your local Financial Planning community

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
Columbus Women's Investing & Personal Finance Meeting
Columbus Women's Investing & Personal Finance Meeting
**Welcome to the Women’s Columbus Bogleheads® Sub-Group** This sub-group is for **women who want to learn and discuss finances in a safe, supportive space**. For those interested in moving towards financial independence and retirement by learning investment basics, choosing your 401(k) investments, minimizing taxes, and more. We’re a local chapter of **Bogleheads®**, following a long-term, practical investment philosophy: [Investment Philosophy](https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy): https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy [Bogleheads Forum](https://www.bogleheads.org/index.php): https://www.bogleheads.org/index.php No question is too small, and no experience is too simple. Share, ask, and learn — at your own pace, without judgment, in a group of like-minded women. Let’s build confidence and knowledge **together**!
Afternoon Coffee Break!
(craft and chit chat included)🤣☕️🤗
Afternoon Coffee Break! (craft and chit chat included)🤣☕️🤗
**Let’s catch up and take an afternoon break.** **Grab a coffee or snack and let’s chit chat! Gayle and I will bring adult coloring books and/or a simple craft if you’d like to unwind and relax.😊**
Lunch and/or movie!
(Devil Wears Prada #2)
Lunch and/or movie! (Devil Wears Prada #2)
**Optional movie afterwards**
Central Ohio Real Estate Investing Expo
Central Ohio Real Estate Investing Expo
(Note: RSVPing here on meetup does NOT reserve your seat. To do that, you’ll need to register at our website, [HERE](https://www.coreerocks.com/Events.aspx?ID=2026-Central-Ohio-Real-Estate-Investing-Expo-14-5-5-2026).) We’re serious about helping you succeed in real estate. That means not just teaching you—but putting you in the room with the people who help you get deals done. Every deal depends on people. The agent or wholesaler. The lender. The contractor. The title company. The insurance agent. The problem is that most investors meet those people slowly. This event fixes that. One room full of: • Lenders • Contractors • Title companies • Insurance providers • Property managers • And active local investors A place where you can: • Build your team • Find funding • Solve real problems • Make connections that lead to deals If you’re serious about real estate, this is a smart room to be in. Members and non-members at any level of knowledge and experience are welcome. This event is free. Remember, to actually reserve your seat, you have to go [HERE](https://www.coreerocks.com/Events.aspx?ID=2026-Central-Ohio-Real-Estate-Investing-Expo-14-5-5-2026) and register on our website!

OVER 50 HAPPY HOUR AT MARKET DISTRICT-GRANDVIEW YARD FRI, MAY 1ST 5:00PM-8:00PM
OVER 50 HAPPY HOUR AT MARKET DISTRICT-GRANDVIEW YARD FRI, MAY 1ST 5:00PM-8:00PM
Over 50 CINCO de MAYO HAPPY HOUR - FLIGHTS N TACOS!!! Join us for a fun and relaxed Over 50 Happy Hour on Friday, May 1st from 5:00 PM – 8:00 PM at Giant Eagle Grandview Yard Event Center! (upper level) **Plenty of free parking**. The event center is huge! Pics are in the comments. Over 50 CINCO de MAYO HAPPY HOUR!! – Flights n Tacos Let’s join together for a fiesta! (Invite friends - we have lots of room!) • Taco Bar • Margarita and Beer tasting • Complementary chips and salsa • Margs/cocktails at the bar for purchase • Festive Band/Music Margaritas/Mexican Beer Tasting + Taco Bar: Optional - For $15.00 per person you can also get 4 Margarita or beer) Get ready for a fun evening filled with live music, great conversation, and a lively crowd of 50+ singles and friends looking to mix, mingle, and enjoy the night. Whether you come solo or with friends, you’ll quickly feel the welcoming, social vibe. Enjoy happy hour at the bar until 6 PM, or take part in the special Cinco de Mayo experience featuring margarita flights and delicious Mexican bites. It’s the perfect setting to relax, meet new people, and celebrate in style. Our private upstairs space gives us plenty of room to connect, laugh, and enjoy the energy of the night. Come when you can, stay as long as you like — the best conversations (and the most fun!) tend to build as the evening goes on. No agenda — just great people, live music, and a Cinco de Mayo celebration you won’t want to miss!