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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

Level One Tuesdays (Bachata & Salsa Dance Lessons)
Level One Tuesdays (Bachata & Salsa Dance Lessons)
Click Here For More Videos: https://www.facebook.com/share/r/17bwkttXhV/ *********************************** Salsamante Dance Academy will be at Swerve Every Tuesday Night to share the Rhythm & Energy of Bachata & Salsa. These are Beginner Level lessons to get you comfortable and understand the two dances. Spread the Good News to all. Swerve Dance & Fitness Complex 640 Lakeview Plaza Blvd A, Worthington, OH 43085 Bachata 7pm-8pm Salsa 8pm-9pm $15 - One Lesson $20 - Both Lessons
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
Wolf’s Ridge at Worthington Inn
Wolf’s Ridge at Worthington Inn
Let’s try the newly resurrected Worthington Inn which is being run by Wolf’s Ridge. Check out the menu: https://www.worthingtoninn.com/ Reservation is under Suzie Rao
Columbus Medical Marijuana Meetup 6/30/26 - Network/Learn/Celebrate/Mix/Chill
Columbus Medical Marijuana Meetup 6/30/26 - Network/Learn/Celebrate/Mix/Chill
Our next much-awaited **COLUMBUS** meetup is **Tuesday June 30th from 7-10 pm EST at ACE OF CUPS**. Meet patients, cultivators, processors, dispensary managers/staff, physicians, home growers, educators, activists, nonprofits, artists, attorneys, business owners, writers, students, and supporters to network, share our knowledge, collaborate, support each other and make new ones! Hope you will be there too! Save the date and pass the word. **Please RSVP** so we know who is coming and how many to expect. Find us to say hi and we will introduce you to others. We should be easy to spot. (The happy-looking group wearing cool nametags! See photos from our past events.) Sign in, grab a name tag, start your own bar/food tab, meet old friends and make new ones! Everyone is welcome. SEE YOU THERE!
Alum Creek Trail Hike
Alum Creek Trail Hike
Join us for a 2.4 mile hike along the Alum Creek Trail south from Casto park to Strawberry Farms park and back. This is a fully paved flat trail along Alum Creek. Come and enjoy a great hike with us!
Columbus Bitcoin Meetup
Columbus Bitcoin Meetup
*Sorry for the 2 month break but I had to deal with some family member health issues, but we are now back!!* **LOCATION - THE DAILY GROWLER -** **2812 Fishinger Rd, Upper Arlington, OH 43221** Over the years, we’ve heard two requests constantly: 1. A place that was quieter and possibly private. 2. “I wish they accepted Bitcoin.” We’ve finally found a solution to these requests with The Daily Growler. We’ll have access to their private room, and you’ll be able to pay your tab with Bitcoin. Join us for a fun and relaxed social event! Enjoy delicious food and drinks as we chat about the latest news in the Bitcoin world. Everyone is welcome, whether you're looking for guidance, have questions, or just want to meet like-minded people. These social evenings are a great opportunity to make new friends and enhance your experience at the larger events throughout the year. We look forward to seeing you there! PSA: If the attendee RSVP seems low, keep in mind that most of our attendees come from X and not [meetup.com.](http://meetup.com./) You are welcome to come and become a part of our online community. Recordings of past guest speakers are available on our YouTube channel [https://www.youtube.com/@columbusbitcoin](https://www.youtube.com/@columbusbitcoin)

Financial Planning Events This Week

Discover what is happening in the next few days

What Rich Families Teach Their Kids About Money
What Rich Families Teach Their Kids About Money
Most families work hard for years yet still struggle financially because they were never taught the principles of building, protecting, and transferring wealth. While schools teach people how to earn money, very few teach how to make money grow, protect income, reduce financial stress, and create long-term stability for future generations. In this exclusive Private Financial Blueprint Session, licensed financial professional Sandy Osei will walk attendees through practical financial concepts and strategies commonly used by financially successful families. This workshop is designed to help individuals and families better understand how money works and how to make smarter financial decisions in today’s economy. During this live online session, participants will learn: • The financial habits wealthy families teach their children early • Common money mistakes that keep families financially stuck • How to protect income and prepare for unexpected life events • Strategies to begin building long-term wealth and financial security • Ways to create more financial freedom, options, and stability for future generations • Important financial concepts many people were never taught in school This is not just another motivational webinar. The session is focused on education, real-life application, and actionable steps attendees can begin implementing immediately. Because this is a private session, seating is limited and available by application only. The workshop is open to serious applicants located in the United States and Canada who are ready to improve their financial future and gain valuable financial knowledge. Whether you are starting your financial journey, trying to break generational cycles, or looking for better strategies for your family’s future, this workshop was created to provide clarity, education, and empowerment. Date: July 1st Time: 7 PM EST Location: Live on Zoom https://www.eventbrite.com/e/what-rich-families-teach-their-kids-about-money-tickets-1989971408050
Beginner and Intermediate Salsa Dance Classes with Todd Smith!
Beginner and Intermediate Salsa Dance Classes with Todd Smith!
**✅ Salsa Wednesdays with Todd Smith!** **👉 Beginner Salsa Class** **$15 In Advance / $20 At the Door** 7:00 pm – 7:15 pm … Registration 7:15 pm – 8:15 pm … Beginner Class **👉 Intermediate Salsa Class** **= $15 In Advance / $20 At the Door** 8:15 pm – 8:30 pm Registration 8:30 pm – 9:30 pm Intermediate Class **👉 If You Take Both Salsa Classes** **= $25 In Advance / $35 At the Door** **👉 Buy Advance Tickets Now at:** https://columbussalsadancing.com/salsa-wednesdays-dance-class-tickets/ **👉 Questions? Text Todd @ (614) 774-8146**
Watching the Doo Dah Parade
Watching the Doo Dah Parade
💃 Lincoln Street Salsa Saturdays! 💃 Salsa, Bachata, and Merengue Dancing! 💃
💃 Lincoln Street Salsa Saturdays! 💃 Salsa, Bachata, and Merengue Dancing! 💃
**🔥 Lincoln Street Salsa HAS MOVED TO EVERY FRIDAY, NO MORE SATURDAYS!** **🔥 Lincoln Street Salsa @ 1717 Brice Rd, Reynoldsburg 43068** **🔥 Salsa, Bachata, Merengue Dancing!** **🔥 NO PARTNER OR EXPERIENCE NEEDED!** **🔥 Every FRIDAY, 8 pm - 1 am** **🔥 8:00 pm - 8:30 pm = Registration** **🔥 8:30 pm - 9:30 pm = Beginner Dance Class** **🔥 9:30 pm - 1:00 am = Open Dance Party** **🔥 LincolnStreetSalsa.com** **🔥 Questions? Text Todd 614-774-8146**
CAPA Summer Movie: PRETTY WOMAN at the Ohio Theatre!
CAPA Summer Movie: PRETTY WOMAN at the Ohio Theatre!
Join us as we get together for a CAPA Summer Movie event to see the romantic, funny, heartwarming, feel-good classic, PRETTY WOMAN! Julia Roberts and Richard Gere star in this modern-day fairy-tale romance! Here’s a description, trailer and plan for this event: DESCRIPTION: A wealthy corporate raider hires a Hollywood escort as his date for a week of high-society business events. But what starts as a business transaction blossoms into genuine love, challenging both of their lives and leading to an unexpected romance. The film is directed by Garry Marshall and stars Richard Gere, Julia Roberts, Héctor Elizondo, Ralph Bellamy (in his final performance), Laura San Giacomo and Jason Alexander. MINI TRAILER: [https://www.youtube.com/watch?v=K-JghOdhAwc](https://www.youtube.com/watch?v=K-JghOdhAwc) SHORT BONUS CLIP #1 - DIRECTOR GARRY MARSHALL Recalls Famous Scenes from the Film: [https://www.youtube.com/watch?v=HpIMOzieGPs](https://www.youtube.com/watch?v=HpIMOzieGPs) SHORT BONUS CLIP #2 - RICHARD GERE on the Film’s Impact all these years later: [https://www.youtube.com/watch?v=O0T3O94dAA8](https://www.youtube.com/watch?v=O0T3O94dAA8) SHORT BONUS CLIP #3 - JULIA ROBERTS Remembers a Gift from Director Garry Marshall: [https://www.youtube.com/watch?v=pJ4AZSjbMsA](https://www.youtube.com/watch?v=pJ4AZSjbMsA) BUZZ & ACCLAIM: A huge box office hit at the time of its release, PRETTY WOMAN has since gone on to become a modern-day classic! The film catapulted Julia Roberts to superstardom and earned her a Golden Globe for Best Actress and her first Oscar nomination! Critics praise Julia Roberts’ star-making performance, the undeniable chemistry between her and Richard Gere, and its warm, funny feel-good story about kindness, self-worth and transformation! The film’s “intelligence and wit,” “first-class performances” and “sharp, funny script” have made Pretty Woman a classic and truly “something special!” THE OHIO THEATRE: The Ohio Theatre is located at 39 E. State Street, between 3rd and High Streets, across the street from the Ohio Statehouse. From classical music to modern dance, yearly family traditions to hot concerts, the world’s best artists come to the 2,791-seat, historic Ohio Theatre. The breathtaking details (including the 21-foot-high chandelier!) of its opulent, Spanish-Baroque architecture make any night at the Ohio Theater an event to remember! PRE-SHOW ENTERTAINMENT: Now celebrating his 33rd year as featured organist for the CAPA Summer Movie Series, Clark Wilson will again provide pre-show entertainment at the keyboards and controls of the Ohio Theatre’s treasured “Mighty Morton” theatre organ 30 minutes prior to each screening. PARKING: Parking is available at Columbus Commons Parking Garage off 3rd or Rich Streets or in Statehouse Parking Garage off 3rd Street. You can find out more about parking in Downtown Columbus by visiting the Downtown Columbus website. PLAN: Purchase your ticket for the 7:30pm showing and we’ll meet outside the theater between 6:50 and 7:00pm. We’ll head in at 7pm to get good seats and enjoy the pre-show organ music! TICKETS: Tickets just $6 adult / $5 senior! Parking is available under the Capital building, in the nearby garage, or on the nearby streets. You can purchase your ticket at the box office on the day of the event or online here: [https://www.capa.com/capa-summer-movie-series/](https://www.capa.com/capa-summer-movie-series/) Look forward to seeing you there, Dan
Hike Scioto Audubon Trail with optional lunch at Nocterra
Hike Scioto Audubon Trail with optional lunch at Nocterra
**Hike the Scioto Audubon trail. All paved and flat!** **Plan on 3-4 miles. Hike at your own pace, no one left behind.** **Lunch after at Nocterra for those who wish.**

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**!
Picnic with a Purpose: Real Estate Networking That Actually Pays Off
Picnic with a Purpose: Real Estate Networking That Actually Pays Off
(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=Picnic-with-a-Purpose-Real-Estate-Networking-That-Actually-Pays-Off-14-7-7-2026).) Real estate is a proven wealth-builder—it has been for generations. But it’s not a solo sport. You need PEOPLE—who can advise you, partner with you, bring you deals, and buy deals from you. We’re all about bringing you the best, most active, most got-your-back people in Central Ohio, which is why our July meeting is all about real conversations with real investors at our annual Picnic with a Purpose. This is where: * Deals get discussed * Partnerships get formed * Funding relationships start * Problems get solved faster Bring your family. Build your network. Strengthen the relationships that actually move your business forward. Members and first-time guests are free. Returning guests are $35. Location is a local park and will be shared after registration. Space is limited, so you’ll want to secure your spot now. Remember, to actually reserve your seat, you have to go [HERE](https://www.coreerocks.com/Events.aspx?ID=Picnic-with-a-Purpose-Real-Estate-Networking-That-Actually-Pays-Off-14-7-7-2026) and register on our website!
    Dinner at High Bank Distillery
Dinner at High Bank Distillery
Lunch at Bendi Wok
Lunch at Bendi Wok
Come join us for lunch together at Bendi Wok, one of my favorites!
Founding Connections: The Columbus Investor Social | Vol. 1
Founding Connections: The Columbus Investor Social | Vol. 1
Hi everyone! We're Jared and Petria Walker, local real estate investors based in Columbus, Ohio, with a passion for short-term rentals and hospitality. We're looking to start a casual monthly Columbus-area meetup for entrepreneurs, investors, real estate professionals, and anyone interested in short-term rentals to share ideas, discuss market trends, learn from one another, and build meaningful relationships. Whether you're just getting started or have years of experience, we'd love to connect, collaborate, and grow together. We believe some of the best opportunities begin with great conversations. See you soon!