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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

Mindful Walk in the Park - Parque Padre Hurtado
Mindful Walk in the Park - Parque Padre Hurtado
**Join us for an uplifting and mindful walk in the park — a chance to pause, breathe, and reconnect.** By slowing down our pace, tuning into our senses, and noticing the quiet signals that nature offers us, we create space to reconnect with our inner rhythm and the world around us. During this experience, you’ll move through a series of short, guided walking explorations. Each prompt invites you to explore both the inner and outer landscape at your own pace. After each walk, we’ll come together for gentle moments of reflection, with optional sharing for those who feel like expressing whatever arose, before moving into the next exploration. This mindful walk is ideal for anyone who wants to: * slow down and take a meaningful break from daily busyness; * reconnect with themselves and the natural world; * cultivate presence, creativity, and a sense of grounding; * enjoy warm, gentle group moments without pressure to share. **Practicalities** * Wear comfortable clothes and shoes — and come ready to move slowly, notice deeply, and let nature guide your attention. * If you have a wristwatch, please bring it, so you won’t need to use your phone during the practices. * Bring a pen and some paper for writing down insights. * Please adhere to our WhatsApp group where I share the updates about our gatherings: [https://chat.whatsapp.com/JSwO2AvooDH9ivpouRubdd?mode=wwt](https://chat.whatsapp.com/JSwO2AvooDH9ivpouRubdd?mode=wwt) **Registration** * Registrations are open until **Friday, January 16th, 2026.** * Please register here (Name & Contact): [https://forms.gle/RCxB7zkweKJBDUU9A](https://forms.gle/RCxB7zkweKJBDUU9A) * And mark your attendance on the event’s Meetup page. * The meeting point will be shared with participants after registration. **Price** * 10.000 CLP **About the Facilitator** Marta’s mission is to facilitate safe spaces of presence, connection, and transformation. Her journey across four continents, in contact with diverse communities, social impact projects, and contemplative practices, has shaped the broad and deeply human perspective she brings today to the paths of self-knowledge. With training in coaching, mindfulness, and circle facilitation, she guides individual and collective processes in which each person is invited to slow down, listen inwardly, and gain clarity to walk authentically toward what they wish to manifest. LinkedIn Profile: [https://www.linkedin.com/in/martaganso/](https://www.linkedin.com/in/martaganso/) *Let´s explore our inner and outer nature together!*

Financial Planning Events This Week

Discover what is happening in the next few days

Mindful Walk in the Park - Parque Padre Hurtado
Mindful Walk in the Park - Parque Padre Hurtado
**Join us for an uplifting and mindful walk in the park — a chance to pause, breathe, and reconnect.** By slowing down our pace, tuning into our senses, and noticing the quiet signals that nature offers us, we create space to reconnect with our inner rhythm and the world around us. During this experience, you’ll move through a series of short, guided walking explorations. Each prompt invites you to explore both the inner and outer landscape at your own pace. After each walk, we’ll come together for gentle moments of reflection, with optional sharing for those who feel like expressing whatever arose, before moving into the next exploration. This mindful walk is ideal for anyone who wants to: * slow down and take a meaningful break from daily busyness; * reconnect with themselves and the natural world; * cultivate presence, creativity, and a sense of grounding; * enjoy warm, gentle group moments without pressure to share. **Practicalities** * Wear comfortable clothes and shoes — and come ready to move slowly, notice deeply, and let nature guide your attention. * If you have a wristwatch, please bring it, so you won’t need to use your phone during the practices. * Bring a pen and some paper for writing down insights. * Please adhere to our WhatsApp group where I share the updates about our gatherings: [https://chat.whatsapp.com/JSwO2AvooDH9ivpouRubdd?mode=wwt](https://chat.whatsapp.com/JSwO2AvooDH9ivpouRubdd?mode=wwt) **Registration** * Registrations are open until **Friday, January 16th, 2026.** * Please register here (Name & Contact): [https://forms.gle/RCxB7zkweKJBDUU9A](https://forms.gle/RCxB7zkweKJBDUU9A) * And mark your attendance on the event’s Meetup page. * The meeting point will be shared with participants after registration. **Price** * 10.000 CLP **About the Facilitator** Marta’s mission is to facilitate safe spaces of presence, connection, and transformation. Her journey across four continents, in contact with diverse communities, social impact projects, and contemplative practices, has shaped the broad and deeply human perspective she brings today to the paths of self-knowledge. With training in coaching, mindfulness, and circle facilitation, she guides individual and collective processes in which each person is invited to slow down, listen inwardly, and gain clarity to walk authentically toward what they wish to manifest. LinkedIn Profile: [https://www.linkedin.com/in/martaganso/](https://www.linkedin.com/in/martaganso/) *Let´s explore our inner and outer nature together!*

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
FREE | HAPPY HOUSE HUNTERS JOIN COIN | IN-PERSON MEETUP
FREE | HAPPY HOUSE HUNTERS JOIN COIN | IN-PERSON MEETUP
**HAPPY HOUSE HUNTERS JOIN THE CENTRAL OHIO INVESTOR NETWORK** \* Time: 5 pm‎ - ‎8 pm‎ ‎ [Eastern Time] \* JANUARY 2026 ONLY: FOURTH Tuesday the 27th, then back to the regular schedule of third Tuesdays next month \* Where: Pastimes Pub at Grandview Yard, 775 Yard St. Columbus 43212 \* Description: Join Us for the Ultimate Real Estate Meet and Greet! Flip, Buy and Hold, Long-Term Rentals, Mid-Term Rentals & Short-Term B&B! Are you passionate about real estate investments or curious about the world of long-term rentals, mid-term rentals, or short-term rentals? Look no further because the "Happy House Hunters" and "The Inns and Outs of a B&B" invite you to come together with COIN for exciting monthly Meet and Greet events for all real estate investors! We look forward to seeing you there!
Online Masterclass: The Private Lender’s Thrival Guide with Goodwin Yee
Online Masterclass: The Private Lender’s Thrival Guide with Goodwin Yee
(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=Online-Masterclass-The-Private-Lender-s-Thrival-Guide-14-1-24-2026)**.) Private lending got riskier in 2025—and pretending it didn’t is how lenders are gonna get burned in 2026. Deals are taking longer to sell. Rents aren’t hitting projections, but expenses are exceeding them. And lenders who relied on loose underwriting, minimal paperwork, and “It’s Ok, I trust you” terms are finding out why those habits only work in hot markets. That’s why we’re hosting this all-day, online workshop **designed for people who are already private lenders—or want to be—and want to protect their money in a slower, flatter 2026 market.** You’ll learn how to evaluate deals, borrowers, and paperwork the right way, how to structure safer loans, and how to deal with troubled loans before they become disasters. This session is open to members and non-members at all experience levels. It’s as little as $47 for members and $97 for non-members (which is CHEAP compared to missing even one payment on a private loan!) if you register by January 22nd. The workshop will be recorded, and all registrants receive the recording, so sign up even if you can’t “be there”. Oh, and there’s a 100% satisfaction guaranteed or your money back. Remember, to actually reserve your seat, you have to go **[HERE](https://www.coreerocks.com/Events.aspx?ID=Online-Masterclass-The-Private-Lender-s-Thrival-Guide-14-1-24-2026)** and register on our website!
Understanding the Columbus Housing Market: Let’s Talk Downsizing for Seniors
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)
Noble Cut Distillery-Gahanna
Noble Cut Distillery-Gahanna
🎬 Friday Night at the Movies🍿
🎬 Friday Night at the Movies🍿
Gold Star Business Networking
Gold Star Business Networking
Bring your business cards and network in person with other business professionals! Gold Star Referral Clubs is one of the most established professional networking organizations in the country, with multiple groups in central Ohio. Join us!