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What we’re about

***COVID-19 update***

We're trying to sustain either virtual meetings or distanced meetings where we can maintain our goals in the remainder of the year.

I'm looking for a Co-Organizer and leaders to assist in planning and communicating within the group.  Contact me to know more.


We are a group of serious entrepreneurs looking for like minded individuals to join and share ideas. This group is open to the public for 2 reasons. 1st is to share advanced money and entrepreneurial concepts and 2nd to get the chance to network with other business professionals in various industries. We encourage you and guests to come down to our Mineola location to see the magic happen.

Some of the concepts we will be discussing during our meetups:

1. Financial Planning 
2. Savings Strategies 
3. Retirement Planning 
4. College Funding 
5. Small Business Management 
6. Tax advantages and implications 
7. Estate creation and conservation 
8. Types of Life Insurance 
9. Investments in general

What to expect from our meetups:

A debate on specific financial subjects for each meetup. Our sessions will be guided by an experienced financial consultant, but all members will be expected to participate actively during the entire meetup.

Who should join:

Anyone interested in achieving financial success. Our sessions will give you the opportunity to ask questions, answer questions from other members, share your experience and learn from the experience of other members.

What can members expect:

We discuss about topics that are key for financial success.  Sessions are open for every member to participate actively in the discussions for the theme of each meet up.  By participating in our meetups you can learn new tips and improve on your already existing blueprint for your financials.