Financial & Estate Planning
Meet other local people interested in Financial & Estate Planning: share experiences, inspire and encourage each other! Join a Financial & Estate Planning group.
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Frequently Asked Questions
Yes! Check out financial & estate 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 & estate planning events taking place this week here. Plan ahead and join exciting meetups throughout the week.
Absolutely! Find financial & estate planning events near your location here. Connect with your local community and discover events within your area.
Financial & Estate Planning Events Today
Join in-person Financial & Estate Planning events happening right now
Financial Literacy Workshop
Come learn how money really works. We’ll cover how to grow it, protect it, get out of debt, and use smart retirement and infinite banking strategies to build long-term security.
Coffee & Bitcoin - McLean
**[Bitcoin District](https://bitcoindistrict.org/)** is a community of Bitcoiners living & working in the greater DMV metro area. Join us for a "Coffee & Bitcoin" meetup where we'll talk about what's happening in the world of Bitcoin.
We highly encourage anyone who is new to Bitcoin or just a little curious to come and ask questions... don't be shy!
🚗 PARKING: Paid parking in the garage, make sure to ask at the counter for validation. Limited free street parking is also available.
🚆 METRO: Get off at the McLean station (Silver line) + 3 minute walk
**Our events are Bitcoin focused and we generally avoid discussing other coins & tokens. Nothing discussed during this meetup is financial advice. Always do your own research.**
GRID Fix & Flip Bootcamp
**Launch Your Real Estate Investment Business & FLIP Your Income in 30 Days**
If you’ve been thinking about getting into real estate investing but haven’t taken action yet, this bootcamp is designed for you.
The GRID Fix & Flip Bootcamp is a 2-day, in-person intensive in Reston, VA, followed by 4 weeks of guided virtual accountability, built to help you move from interest to execution—without quitting your job or guessing your way forward.
Register now:
[www.gridflipbootcamp.com](http://www.gridflipbootcamp.com)
This is not a seminar or a motivational event.
It’s a hands-on experience focused on real decisions, real properties, and real next steps.
**What You’ll Learn & Do**
**Day 1 — Find & Fund**
* Define your ZONE and build a personal buy box
* Learn where real deals actually come from
* Understand how real estate deals are funded, including options that don’t require your own money
* Review real deal structures, numbers, and examples
**Day 2 — Fix & Profit (In the Field)**
* Walk active and completed renovation projects in the field
* Learn what actually adds value in a renovation—and what wastes money
* Evaluate rehab costs and scopes on site
* Make smarter flip vs hold decisions using real properties
You’ll also leave with a clear 90-day action plan and participate in 4 weeks of weekly virtual accountability sessions to help you follow through after the weekend.
**Who This Is For**
* People working a 9–5 who want to build wealth through real estate
* Professionals and entrepreneurs looking for an additional income stream
* New or early-stage investors who want a clear starting point
* Agents who want to move beyond transactions and into investing
**Meet Your Mentors**
This bootcamp is led by **Rob Chevez and Mark Beckett,** experienced real estate operators who have built, funded, and executed real deals in real markets.
**Rob Chevez**, Founder and CEO of GRID Capital Partners, has led and participated in over **$2B in real estate transactions** and built a national investor ecosystem focused on turning earned income into long-term wealth. He brings a systems-first, execution-driven approach to launching and scaling investment businesses.
**Mark Beckett** brings **25+ years of hands-on experience** across real estate development, investing, and construction. His background spans acquisitions, land development, and renovations throughout the Mid-Atlantic, with deep expertise in what actually works—and what doesn’t—on site.
Together, Rob and Mark teach from active experience, not theory—so what you learn is grounded in real decisions, real numbers, and real execution.
**The GRID Guarantee**
If you buy, sell, or invest in a deal with us within 12 months, your full tuition is credited back.
Register now:
www.gridflipbootcamp.com
**🎟 Bonus:** Bring a spouse or team member at no additional cost ($5,000 value)
**👥 Seats are limited** to keep the experience hands-on and interactive
No prior experience required.
No need to quit your job.
Just a willingness to take action.
If you’re ready to stop overthinking and start building real momentum in real estate, this bootcamp is built for you.
Wealth Workshop
Serving our community by teaching financial literacy is paramount towards long term success. You will learn three main concepts towards building generational wealth. The five engines of revenu that will forever impact your.
Lastly, be introduced a path to entrepreneurship that can transform your life and exceed expectations beyond your imagination
Come and acquire this free education and walk out with a new drive!
Dress code: Business Casual
Flourish & Connect: Christian Businesswomen Brunch
**Welcome to Flourish Collective meetup!**
Join us for a time of **inspiration, connection, and empowerment** with Christian businesswomen who are ready to grow in both their faith and their businesses.
We’ll start with a brief introduction and **icebreaker activities** to help you connect with others in the group. Then, we’ll dive into a **motivational session** on **combining faith with business**—how to lead with purpose, integrity, and impact in today’s world. Whether you’re just starting your business journey or are a seasoned entrepreneur, you’ll leave feeling encouraged and equipped to take your next steps!
We'll also spend time in **prayer** and discussing how we can support each other’s businesses and walk together in faith.
***
### **Agenda:**
* **10:00 AM - 10:30 AM** – Welcome & Introductions
* **10:30 AM - 11:00 AM** – Icebreaker Activities (get to know each other)
* **11:00 AM - 11:30 AM** – **Inspiring Talk** on Integrating Faith and Business
* **11:30 AM - 12:00 PM** – Prayer & Business Support Circle (share your challenges & successes)
***
### **Why You Should Attend:**
* **Connect** with like-minded Christian businesswomen who share your passion for success and purpose.
* **Learn** how to integrate your faith into your business for greater impact and fulfillment.
* **Grow** spiritually and professionally as we build a supportive community together.
***
### **What to Bring:**
* An **open heart** and willingness to connect.
* Your **business ideas, questions, or challenges** you want to discuss with the group.
* A **positive attitude** ready to grow and inspire others!
### **Blessings!**
**Helen Ogbu, CPA**
3/14 Saturday Night Dinner at Surfside in Tenleytown
Hey Chapter Twoers, with the weather warming up, I thought it would be fun to try out Surfside in Tenleytown. The restaurant advertises itself as "one of DC’s favorite spots for the best tacos, burritos, and fresh-Mex in town." Let's go see if the restaurant lives up to the hype!
Financial & Estate Planning Events This Week
Discover what is happening in the next few days
Runstr District 5K at Hains Point
The Runstr District 5K is a charity race with a twist. Your finish decides which cause wins. Pick a team. Run your best. The charity with the most runners in the top 100 takes home $500.
🎟️ Tickets: [https://runsignup.com/Race/DC/Washington/Runstr5k](https://runsignup.com/Race/DC/Washington/Runstr5k)
🎫 You can also [buy a ticket with Bitcoin here](https://www.satlantis.io/events/1571/RUNSTR%3A-DISTRICT-5k)
**Choose Your Charity**
* Human Rights Foundation
* ALS Network
* Chimes International
**Race Day**
📅 March 15, 2026 at 7:00 AM
📍 Haines Point, DC
🏃♀️➡️ Flat, scenic loop along the Potomac
🎶 After Party Brunch at [Pubkey DC](https://www.pubkey.bar/dc/home) with LIVE MUSIC and awards.
🎟️ Tickets: [https://runsignup.com/Race/DC/Washington/Runstr5k](https://runsignup.com/Race/DC/Washington/Runstr5k)
🎫 You can also [buy a ticket with Bitcoin here](https://www.satlantis.io/events/1571/RUNSTR%3A-DISTRICT-5k)
[RUNSTR](https://www.satlantis.io/) is a free, privacy-first fitness app that turns your workouts into charitable impact, complete a workout, support a cause you care about.
Meaningful Conversation and Coffee - Alexandria
Higher Grounds – Del Ray is part of a growing network of gatherings where we create space for thoughtful, authentic dialogue about what matters most. Whether we’re exploring the nature of happiness, the challenges and possibilities of midlife, spirituality, culture, capitalism, parenting, or the role of art and travel in a meaningful life, every conversation is shaped by the people in the room.
There’s no set leader or rigid agenda—just a shared commitment to listen as much as we speak. We start with brief introductions focused on what makes you *you* (not your LinkedIn bio), then dive straight into whatever is on people’s minds. The direction of each meetup emerges organically, making every event unique.
MANDATORY: PLEASE REVIEW OUR COMMUNITY GUIDELINES IN THE GROUP DESCRIPTION. Everyone is expected to engage in respectful conversations and listen deeply as well as share. We have a zero tolerance policy of sexual harassment and hate speech.
Come ready to share, reflect, and connect with others in Del Ray who are also seeking deeper conversations.
**Suggested Questions: Life Stages & Transitions**
1. What did you think you'd have figured out by now that you're still completely winging?
2. When did you realize your parents' advice was for a world that no longer exists?
3. What are you finally old enough to stop pretending to care about?
**Suggested Questions: Identity After the Roles**
1. Who are you when nobody needs anything from you?
2. What dream keeps resurfacing even though the "practical" time has passed?
3. How do you handle having the freedom you always said you wanted?
**Suggested Questions: AI & Being Human**
1. What human experiences will AI never truly understand?
2. If machines handled all your have-to's, what would you actually do?
3. What becomes more precious as everything becomes automated?
**Suggested Questions: Belief & Meaning**
1. What certainties have you given up, and what rushed in to fill that space?
2. How has knowing someone who died changed how you live?
3. What do you believe now that would shock your younger self?
**Suggested Questions: The Modern Psyche**
1. What anxiety do you carry that previous generations didn't have?
2. Which of your survival strategies are you ready to retire?
3. What uncomfortable truth about happiness did it take you years to accept?
**Suggested Questions: Work & Purpose**
1. When did you stop believing that your job would complete you?
2. What would you do for work if money and status weren't factors?
3. How has your definition of "making it" changed over the years?
**Suggested Questions: Relationships & Connection**
1. What relationship dynamic do you keep recreating, and why?
2. When did you realize your parents were just people trying their best?
3. What kind of loneliness doesn't go away even when you're with others?
**Suggested Questions: Time & Mortality**
1. What are you running out of time to say or do?
2. How differently do you spend your time knowing it's finite?
3. What will you regret not trying, even if you fail?
**Suggested Questions: Society & Culture**
1. What social convention do you follow even though it makes no sense?
2. Which generation do you understand least, and what might you be missing?
3. What aspect of how we live now will seem insane in 20 years?
**Suggested Questions: Personal Philosophy**
1. What rule for life did you create after learning something the hard way?
2. When did you stop believing that everyone else had it figured out?
3. What paradox about life have you learned to live with?
Family Constellations with Randy Goldberg
Family Constellation work is a powerful experiential process for discovering the hidden dynamics operating within families and systems. Often the struggles we carry—conflicts, repeating patterns, unexplained emotions, or blocks in life—are not only personal but connected to deeper, unseen loyalties in our family lineage. In a constellation workshop we learn to slow down and look at what actually is, without judgment or blame. By respectfully acknowledging forgotten or excluded members of a system, and by allowing what has been hidden to be seen, the deeper intelligence of the field begins to reveal unexpected solutions.
As order is restored, people often find themselves able to release burdens that were never truly theirs to carry. Unconscious entanglements between victim and perpetrator can soften, making space for dignity and understanding on all sides. Participants frequently experience a renewed sense of belonging—to their family, their life, and their place in the larger human story. Through the shared field of the group, movements toward resolution emerge organically, allowing individuals to step forward with greater clarity, strength, and freedom.
Randy Goldberg, LMT is a graduate of the DC Hellinger Institute, and of advanced studies in Family Constellation with Heinz Stark of Germany. He is a former Yoga monk, Craniosacral therapist, and a world-renowned astrologer (both Western and Vedic) interviewed by the Washington Post, NPR, and CNN. He has facilitated Family Constellation therapy for individuals and groups for more than 20 years. More information at www.randygoldberg.org ; 202-380-6850 or randygoldberg.org@gmail.com
March 15th Sunday 1-5pm at the TEAL Center in Arlington VA $65 Please note this is not an astrology workshop.
4001 9th Street North, Suite 230 Arlington, VA 22203
To register, go to https://www.wellnessliving.com/rs/event/teal_center?k_class=870820&fbclid=IwY2xjawQVgiVleHRuA2FlbQIxMABicmlkETFYbFZ5OWRPUWFuemZvMm9Qc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHknaoX9jvagt8WzeiPnyYQPJ95xVrGgNKZZBvyIzYLBfUs7kpWXDyXae3Wm4_aem_U4mAzhpgkvjl7FbpeSVyWQ
March 15 - Invasive Plant Removal at TRI
Does it feel like the world is ending? Stop doomscrolling and try some vigorous outdoor activity! We are NPS Weed Warriors and Arlington Regional Master Naturalists and you should volunteer with us on Sunday, March 15 to learn about nature and remove invasive plants from everyone's favorite urban island.
Meet us at the entrance to the bridge (on the parking lot side, look for the sign) at 10:00 and bring your garden gloves and loppers/pruners if you have them. If not, we can provide gloves and tools. Wear long sleeves and pants and don't forget a water bottle.
We will have tasks ranging from easy (cutting English ivy and honeysuckle vines from trees) to hard (sawing down bush honeysuckle).
Parking at TRI can be tight if it's a pretty day. When the parking lot is full, you can park in Rosslyn and take the trail down. If you can bike or walk or take public transit, that's wonderful.
We'll see you there!
Erica, Stephanie, and Heidi
P.S. If you can't wait until then to RIP (Remove Invasive Plants!), go here to find more volunteer opportunities in Arlington parks:
[Volunteer to Restore Native Habitat – Arlington Regional Master Naturalists (armn.org)](https://armn.org/volunteer-opportunities/)
Financial & Estate Planning Events Near You
Connect with your local Financial & Estate Planning community
CONNECTED Westerville Mastermind Group
Join the CONNECTED Westerville Mastermind Group for a dynamic afternoon of B2B networking! This event is perfect for professionals looking to expand their business connections, share insights, and foster collaboration within the community. Whether you are a seasoned entrepreneur or just starting out, this event offers a valuable opportunity to exchange ideas, build relationships, and grow your network in a supportive environment. Connect with like-minded individuals, explore potential partnerships, and discover new opportunities for professional growth. Don't miss out on this chance to enhance your business network and take your career to the next level with CONNECTED Westerville Mastermind Group! We meet the 4th Monday of every month from 11am-1pm. Welcome and general networking from 11am - 11:30am with core meeting 11;30 - 12:30 and a final round of networking from 12:30 - 1pm.
Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies
FREE meetup. Register HERE 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp
**Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies in Self-Directed Accounts**
**Featuring Guest Speaker:** Amanda Holbrook (Specialized Trust Company)
**Hosted by:** Columbus Investors Club
### **Event Description**
Most people think retirement accounts are passive.
That they’re “for later.”That you can’t touch them. That real estate and retirement money don’t mix.
They’re wrong.
This meetup is about how investors use **Self-Directed IRAs and Solo 401(k)s** to put retirement capital to work…**buying real estate, funding deals, and even raising private money** (the right way).
### **Featured Guest Speaker: Amanda Holbrook**
We’re excited to welcome **Amanda Holbrook of Specialized Trust Company** to break this down clearly and practically…so you understand what’s allowed, how it works, and what to avoid.
### **What You’ll Learn**
Amanda will walk through:
**Flip inside a Self-Directed IRA or Solo-401(k)**
* How to structure the deal correctly
* How expenses must be handled
* When UBIT may apply
**Wholesale within a retirement account**
* How assignments work
* What type of income it creates
**Use OPM (Other People’s Money) to scale**
* How investors raise private money from Self-Directed IRAs
* How to structure notes properly
* How to fund deals inside **and** outside your own retirement account
### **The Core Idea**
There is a lot of capital sitting in retirement accounts.
This session shows you how real estate investors unlock it **without guessing, winging it, or accidentally creating a compliance mess.**
### **Who This Event Is For**
* Investors flipping or wholesaling who want to understand self-directed rules
* Anyone raising private money (or wanting more capital sources)
* People with retirement funds who want them working harder than stocks/mutual funds
### **Event Details**
**Location:** Ohio Brewing Company – 421 E 2nd Ave, Columbus, OH 43201
**Date & Time:** Thursday, March 26th, 6–8 PM *(Doors open at 5:30)*
**Cost:** Free *(Seats are limited — RSVP required)*
**Food:** Free food included
**FREE meetup. Register HERE** 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp
*Disclaimer: This event is for educational purposes only and is not legal, tax, or investment advice.*
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)
Cashflow 101 Networking Experience
📢 **RSVP Required - Limited Capacity** 🎟️
Please note that due to limited capacity, we cannot guarantee entry, food, or seating. Kindly understand that space is limited.
Join us for a **FREE public event** with provided **refreshments**!
Get ready for an exciting game meetup! We're thrilled to have you join us.
Rest assured, we have ample space to accommodate multiple game playing.
Game time: **2 pm to 5 pm**. Remember, just like in real life, you don't have to arrive on time to start playing.
Here's the detailed **Agenda**:
**1:45 pm - 2:00 pm: Opening & Setup**
**2:00 pm - 2:30 pm: Food & Networking**
**2:30 pm - 3:45 pm: Game Talk**
**3:45 pm - 5:00 pm: Game Time**
**5:00 pm - 5:15 pm: Closing**
No need to bring anything other than yourself. Feel free to bring a friend and share some good jokes too! 🧐
We're excited to see you there! Don't forget to **RSVP to secure your spot**.
Sip & Read: *Founder Edition* Meetup: Book/Venue TBD
Calling all founders, CEOs, lawyers, doctors, and entrepreneurs to join our special *Founder Edition* of Sip & Read meetup event. Let's sip on fine wine and discuss our first book **The 5AM Club- Own Your Morning Elevate Your Life, by Robin Sharma**. We will pair this book with our favorite wine at **Wine on High** and engage in thought-provoking discussions on startup businesses and entrepreneurship, and network with like-minded individuals in a cozy book club setting.
Come prepared to discuss this month's book. At the end of each book club meeting, we will take next book and venue suggestions from the participants for the next meeting.
Whether you are a book lover, women entrepreneur, or a content creator, this event is perfect for sharing ideas and insights with other funders and founders in the entrepreneurial world. Don't miss out on this unique opportunity to connect, learn, and grow together. Sign up now to reserve your spot!
*Fun fact! This meetup was established in 2015 and had over 1,000 members. I had to shut down operations while attending law school, but we're back!!*





















