2026 New Year, New Financial Goals!
Details
### Starting The New Year with Financial Planning
The world is changing fast! layoffs, shifting interest rates, AI disruption, rising costs, and economic uncertainty are becoming the new normal.
But here’s the truth most people never hear:
Uncertainty doesn’t punish the unprepared, it rewards the informed.
This session is designed for people who don’t want to sit on the sidelines anymore, who want to understand what’s changing, want long-term stable solutions, and what steps they can take now to protect their income, their family, and their future.
Whether you’re worried about job stability, retirement, inflation, or simply feel like “there has to be a smarter way” this is a safe, practical place to start.
💡 What This Session Is About
In a small, friendly setting, we’ll break down:
- How the financial world is shifting in 2026 and beyond
- Why traditional advice often falls short
- What everyday people are doing differently to stay ahead
No sales pressure. No jargon. Just education.
This session is open to guests, friends, and family who want to strengthen their financial foundation or explore what’s possible when you truly understand how money works.
🧠 What You’ll Walk Away With
✔ A clearer understanding of today’s financial landscape
✔ Practical strategies you can apply immediately
✔ Insight into tools and resources most people never get exposed to
✔ Optional access to mentorship and ongoing education
✔ A fresh perspective on income, security, and long-term freedom
📍 When: 01/31/26, 10:00 AM – 12:00 PM PST
📍 Where: 7031 Koll Center Pkwy, Suite 150, Pleasanton, CA 94566
🎙️ Hosted by: Pleasanton Financial Center
Some people attend to optimize their finances.
Others discover wanting to be a part of a newfound community they didn’t know existed.
Both outcomes are welcome.
AI summary
By Meetup
A small, non-sales financial planning session for guests, friends, and family to gain practical strategies you can apply immediately.
AI summary
By Meetup
A small, non-sales financial planning session for guests, friends, and family to gain practical strategies you can apply immediately.
