Financial Planning
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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
Fintech & Startup Networking - After-Work Chill Out - Weekday Edition
Join us for a simple chat over some hot water for general Business networking - Fintech, Ecommerce, and Startup talk.
You NEED TO add my WeChat ID: cerentine, to confirm your event attendance. If you do not, your RSVP will NOT be accounted for as there is only limited space.
【Journey Thru Time】1-Day Zhangli Ancient Trail Hike at Anji (pet-friendly)
Deep in history, the Zhangli Ancient Trail located in Anji, Zhejiang, weaves through landscapes of towering trees, whispering bamboo forests, and mesmerizing waterfalls. Each step on this path is a journey through time, with nature's melodies echoing tales of ages past.
**Join us on this one-day hiking adventure**, where history and nature blend seamlessly. Dive into an adventure like no other.
## Time & Location
Apr 14, 2026, 7:15 AM – 7:30 PM GMT+8
Starbucks at 1788 West Nanjing Rd, China, Shang Hai Shi, Jing An Qu, 久光 Nan Jing Xi Lu, 1788号一千七百八十八国际中心 邮政编码: 200040
## About the event
### **HIGHLIGHTS:**
✅ Scenic bamboo forest hike in Anji, Zhejiang
✅ Discover hidden waterfalls & peaceful nature trails
✅ Moderate hike suitable for beginners and families
✅ Pet-friendly trip — bring your dog along 🐶
✅ Full-day nature escape from Shanghai
### **TRIP INFORMATION:**
**Destination:** Anji, Zhejiang
**Price:** 360 RMB/person *(Dog: +50 RMB)*
**Group size:** 10–30 people
**Meeting Time:** 07:15 AM
**Meeting Point:** Starbucks, 1788 West Nanjing Road (Jing’an Temple area)
**Language:** English
**Duration:** Full day *(Return around 19:30)*
**Hiking Difficulty:** ★★★☆☆
• Distance: \~8.5 km
• Elevation gain: \~400m
• Max altitude: 650m
• Terrain: Mainly dirt paths through bamboo forest
*Suitable for physically healthy participants and children above 6 years old*
### **WHAT'S INCLUDED IN THE PRICE:**
✔️ Round-trip tour bus transportation
✔️ English-speaking tour leader & local guide
✔️ Entrance fees for all attractions & activities
✔️ Travel insurance
✔️ Water & first-aid support
### **WHAT'S NOT INCLUDED IN THE PRICE:**
✖️ Lunch and dinner
✖️ Personal expenses
### **ITINERARY:**
* 07:15 – Gather & depart from Shanghai *(\~3h 20min drive)*
* 10:30 – Arrive at Zhangli Village, begin trek
**Route:**
Zhangli Village → Da Shi Wu (Big Stone House) → Fei Liu Waterfall → Xiao Shi Wu (Small Stone House) → Shui Di Shi Chuan → Sister Waterfalls → Bamboo Forest Stone Path → Water Wheel Rock Waterfall
* 12:00 – Lunch break (picnic)
* 13:00 – Continue trekking
* 16:00 – Head back to Shanghai
* 19:30 – Arrive in Shanghai
### **CANCELLATION & REFUND POLICY:**
Full payment is required upon booking.
• Cancel **more than 3 days before departure** → Full refund
• Cancel **within 0–3 days before departure** → 100 RMB cancellation fee
### **DISCLAIMER:**
OKDealTravel is not responsible for unforeseen changes due to weather, traffic, or other force majeure factors.
• Scenic conditions (e.g. waterfalls, foliage) may vary depending on weather
• Facility availability may change without prior notice
• Optional activity prices may vary by local providers
• Itinerary may be adjusted for safety reasons
• Transport changes due to personal reasons or policy restrictions are not covered
let's weekly meetup for stock investing, trading
since I don't have idea what is the best way to do it,but you can contact/message the members who signed up the meetup to coordinating the meeting.
also check out http://papertradecontest.net/
see if you have any input, comments to discuss in our meetup.
also check out this video introduction
https://www.youtube.com/watch?v=_GrpmXYEClM&t=7s
cheers
A Cup of Tea and Practical Business Insights on China
***Scan the WhatsApp QR code above to connect with us.*** (Hint: Save the image to your phone, then open it. Press and hold on the image, and your WhatsApp app will open and prompt you to add the contact.)
**AN EVENT MAY ONLY TAKE PLACE AFTER YOU HAVE CONNECTED VIA WHATSAPP. There will be no event unless it is confirmed in a WhatsApp group.**
The picture above was taken in the compound of **Baoshan Temple** (寶山寺), it is a Buddhist temple located on the banks of the Lianqi River in the town of Baoshan District, Shanghai.
Hi, my name is Nigel.
I graduated from Nanjing University of Aeronautics and Astronautics and began my career designing rocket components for China’s aerospace program. So unlike the so-called “rocket scientists” on Wall Street, I am the real deal.
For the past 20 years, I have helped foreign businesses achieve a smooth landing in China, navigating everything from market strategy and regulatory compliance to local partnerships and execution. I speak the languages of engineering, mathematics, and cross-border business.
Let us have a cup of tea at a peaceful Buddhist temple and talk business. We can brainstorm practical, real-world approaches to doing business in China.
My associate and I also host business networking events and organize trips around China for professionals and entrepreneurs.
Please add the WhatsApp contact above to connect and confirm details.
【Top1 China Winter Tour】Harbin Snow Festival
**Always been one of the TOP 1 winter destinations in China**
**A magical fairyland of snow and ice**
This 3-day Harbin itinerary is perfectly crafted to immerse you in the magical winter wonderland of China's "Ice City." You will experience a stunning blend of world-famous ice art, unique cultural encounters, tiger park and charming Russian-inspired architecture.
**Highlights:**
**·** Harbin Ice and Snow Festival - Frozen Fairy Tale
**·** Harbin Sun Island - artistically carved snow creations
**·** Siberian Tiger Park - observe these powerful predators
**·** Songhua River - Experience the city's lifeline
**·** Central Avenue - Historic pedestrian street
**·** Volga Manor - Classic Russian countryside estate
📅 **Trip Dates & Pricing**
**Winter Weekends:**
Jan\. 9\-11 \|16\-18
**Jan. 23-25 (\*Confirmed)**
Jan. 30 - Feb 1
Feb\. 6\-8 \| 13 \-15
* **Early Bird Price**: RMB 3180
* **Full Price**: RMB 3380
* **Single Supplement:** RMB 800
**Chinese New Year:**
Feb. 15-17|17-19|18-20|20-22
* **Early Bird Price**: RMB 3680
* **Full Price**: RMB 3880
* **Single Supplement:** RMB 1200
Only 4 early bird spots each group! Grab it now!
**🗺️ Itinerary Highlights**
**Day 1 · Harbin arrival - Ice & Snow Festival**
🏨 Trip.com 4 star hotel in Harbin
✈️ Shanghai PVG T2 - Harbin T2 07:30- 10:30 HO137
**Day 2 · Harbin Sun Island - Siberian Tiger Park - Songhua River, Central Avenue City Tour**
🏨 Trip.com 4 star hotel in Harbin
🥞 breakfast
**Day 3 · Volga Manor - Harbin departure**
🥞 breakfast;
✈️ Harbin- Shanghai PVG T2 16:50 - 20:10 3U3313
**What's included:**
**· Transport**: 3 days of private local transport, airport picking up & seeing off service during designated time
**· Tour guide:** Expert service from an experienced English-speaking local tour guide
**·** **two-nights' accommodation**: 2 nights at Trip.com 4 star hotel with daily breakfast
**· Entrance Tickets** all the main scenic spots and activities listed in the itinerary
**· Travel insurance**
**· first-aid kit, water, etc**
**What's NOT included:**
× **Main transportation** (flights/train)
× Lunch and dinner during the trip
× **Single room supplement 900rmb(wkd/xmas/ny)/ 1200rmb(cny)**
× Invoice, personal expenses and unexpected expenses
**✈️Flight Schedule for Reference -**
Shanghai PVG T2 - Harbin T2 07:30- 10:30 HO137
Harbin- Shanghai PVG T2 16:50 - 20:10 3U3313
Airfare Rate around 1800rmb/person during Xmas and 2800 - 3600rmb/person during Jan&Feb Weekend
**Trip Inquiry:**
Telephone/WhatsAPP:0086 15001791355
Wechat: OKDealTravel
Email: contact@okdealtravelchina.com
**What to Pack:**
**1.** Wearing - Thermal underwear, down jacket, heavy pants, water-proof boots, thick wool socks, gloves, scarf, hat, masks, etc
**2.** Accessories - thermal water bottle, sunglasses, lipbalm, moisturizing skincare products, spf 50+, etc
**3.** Food and Medicine - high energy snacks, first aid medicines
**4.** ID card /passport
OVERCOMING ANXIETY - Free Coaching Session
**This is 1:1 call. After RSVP, someone from our team will contact you and send you calendly link for scheduling meeting**
This is a free coaching session as a part of our promotional activity, created for individuals who are experiencing anxiety and want to regain a sense of inner balance and control 🌿
In this session, we will explore what anxiety means for you - what triggers it, how it shows up in your thoughts and body, and what keeps it active. You will be guided through a supportive conversation that helps you understand your inner processes more clearly, without judgment or pressure 🤝
The focus is not only on awareness, but also on practical steps. You will learn simple and effective techniques that can help you calm your mind, reduce tension, and respond differently in challenging moments.
We will also look at how your patterns of thinking and emotional responses influence your experience, and how small shifts can create meaningful change over time 🔄
This is a safe space where you can openly share, feel heard, and begin building a more stable, grounded, and confident version of yourself 💬
Financial Planning Events This Week
Discover what is happening in the next few days
Fintech & Startup Networking - After-Work Chill Out - Weekday Edition
Join us for a simple chat over some hot water for general Business networking - Fintech, Ecommerce, and Startup talk.
You NEED TO add my WeChat ID: cerentine, to confirm your event attendance. If you do not, your RSVP will NOT be accounted for as there is only limited space.
ShanghAI AI — 参加 #1 上海最佳活动 — Join #1 Top Best Event
**Bringing Dubai AI weekly AI energy to ShanghAI (上海):** 我们每周六 19:30 线下聚会。 This is a casual, high-bandwidth gathering for AI programmers, founders, and the AI-curious (对 AI 好奇的朋友们). No prior background required—探索如何用好 AI,而不是被它取代。
📱 Stay Connected / 保持联系 Join our shared global community to stay synced on tools, locations, and updates:
* **WhatsApp (Global Community):** [https://chat.whatsapp.com/EJv3nAlirgr7IGWxhvqmNV](https://chat.whatsapp.com/EJv3nAlirgr7IGWxhvqmNV)
* **WeChat/QQ Group (Weekly Update):** [https://qm.qq.com/q/EEKnU4Sp7q](https://qm.qq.com/q/EEKnU4Sp7q)
* **Meetup Pages:** [https://www.meetup.com/shanghai-ai](https://www.meetup.com/shanghai-ai) [https://www.meetup.com/dubai-ai](https://www.meetup.com/dubai-ai)
### 📍 The Venue / 活动地点
We start with focused discussions and transition to the city's nightlife energy after the bookstore closes.
* **19:30 - 21:30:** Local Book Store (Check WeChat group for this week's specific hidden gem).
* **21:30+ After-Hours:** We move to **4 Heng Shan Lu, Xu Hui Qu (衡山路4号,徐汇区)**. This is a lively, expat-friendly bar street—perfect for "terrace" networking and neighborhood-style food.
* **Cost:** Free (Come as a regular customer).
### 🌍 Global Context / 全球联动
ShanghAI is a direct sister hub to the **Dubai AI (DIFC)** and **MumbAI AI** chapters. We are building a global “AI-agentic social marketplace” community—从上海到迪拜,从线下 meetup 到线上工具 ( GetPaidX.com / DubaiAI.vip ).
GetPaidX.com — Publish Your Professional 24/7 AI Workspaces, Get Funded.
***
Reply with a comment below or visit the scratchpad at **[https://dubaiai.vip/profile/dubai-ai-vip@outlook.com](https://dubaiai.vip/profile/dubai-ai-vip@outlook.com)** to add ideas for our next meeting:
* **How to get paid by fans & clients:** Discussions around app payments and global payouts. **Stripe API (US)** vs. **WeChat Pay/Alipay (China)** vs. **RazorPay (India)**. Navigating taxes and cross-border financial regulations.
* **How to get closer to creators & developers:** Insights into local Xuhui business networks, Shanghai co-working spaces, and regulated industries (Education/Healthcare). What products do local customers actually want?
* **How to share revenue with influencers:** Partnering with local creators on **Xiaohongshu (小红书)**, Instagram, or YouTube to distribute and market AI products.
* **How to save time via AI Agents:** Setting up **OpenAI Codex CLI**, **Google Gemini CLI**, **Anthropic Claude Code**, or **Google Antigravity** to delegate tasks directly from your terminal.
*Add your own ideas and discussion topics to the scratchpad link above...*
Networking Mixer cocktail Party
Every Saturday night Cocktail Party
Well, i don’t update the information due to too many platform that i’m posting
So check the newest information
From m
1. #小程序://快团团/KeQWRGFayeYtG2z
2. #小程序://快团团/ZS0pi1NMXk5arjo
One of the two links are the newest
Weekend drink and mingle @ Calypso lounge
小酌消烦暑,人间正清欢
周末的时光,不应该空白!
炎炎夏日 | 微醺才是打开盛夏的正确方式
遇见·城市部落诚挚的邀请您参加:
和新老朋友一起假期小酌,邂逅漫时光。酒到微醺,开启夏日的时尚社交!
邀清风作陪,与明月对饮
这一刻,是独属于你的微醺!
时间:晚7:30-10点
地点:Calypso地中海酒廊
报名费含指定鸡尾酒或葡萄酒,啤酒一杯
Meetup Citywalk invite you to join our Holiday drink & mingle with fellows at Calypso Lounge this Saturday evening.
Meet and mingle with fellows, enjoy a drink or two and have fun! Don't be afraid to come alone. You'll make new friends quickly. See you there!
Ticket price RMB 68 including one drink(Cocktail or wine, beer)
Weekend Drink & Mingle
晚7-9点 周末小酌@静安香格里拉Calypso地中海酒廊!
Meetup Citywalk invite you to join our weekend drink & Mixer event at Calypso lounge. Meet and mingle with fellows, enjoy a drink or two and have fun! Don't be afraid to come alone and you can make friends quickly here since most of us also come alone too. See you there!
周末的时光,不应该空白!
遇见·城市部落诚挚的邀请您一起来Calypso地中海酒廊参加after-work drink,和新老朋友一起小酌,邂逅漫时光。花看半开 酒到微醺,开启夏日时尚社交!
🍹🌇 Afterwork: Sips & Social Evening Meetup
If you want to make new friends in town
If you would like to extend your network on top of your normal circle
If you feel like having a relaxing night talking with friendly people and exchanging interesting stories and experiences.
Then this is the place to be!
**Welcome to our Social Meetup at Koala Bar 🐱🍻**
**DETAILS**
1. **Where:** Koala Bar 树袋熊酒吧
2. **When:** Wed once every 2 weeks, 19h - 22h
3. **Address:** Huaihai west road 280, near Panyu road
4. **How to get there:** Shanghai jiaotong university Metro Station, Line 11. Nearest Exit: 5
**If you wanna join, WeChat or Email us**
**WeChat:** M2adventure3
**Email:** M2adventurers@gmail.com
**How many ppl will be there?**
We usually have 20+ people each time.
**How to find us?**
Go in the shop and turn right at the counter, there is a hallway/space near the back door!
If you find many people talking in English, that's probably us. Don't be shy and come up to ask if we are the Social Meetup group.
**RULES**
1\. If you sign up\, show up\!
2\. Please don't bring your own drink/food and **consider ordering a drink** or food
3\. This is **NOT** a commercial event! You're not here to promote other groups or businesses. If you want to do so, please talk to the main Organizers first.
Financial Planning Events Near You
Connect with your local Financial Planning community
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
**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**!
IN PERSON in Columbus: Creative Deal Autopsies + Wholesaling 101
(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=IN-PERSON-in-Columbus-Creative-Deal-Autopsies-Wholesaling-101-14-4-7-2026)**.)
The market changed—and most investors are still operating like it didn't.
Deals that used to work don't.
Buyers want different things.
And a lot of what's being taught right now is outdated or just wrong.
And, since 2011, it's been our job to make sure that our members are armed with the most up-to-date, real-world strategies for building wealth in Central Ohio real estate…
…so our mission with this meeting (and every meeting) is to give you the no-hype, warts-and-all info you need to succeed.
First, Wholesaling 101—a clear, real-world look at how wholesaling actually works today, what to pay, and how to stay out of trouble.
Then, Creative Deal Autopsies—real investors breaking down real deals with real numbers, real conversations, and real outcomes.
You'll also get the chance to put the presenters in the hot seat and ask any and every question you have about how they did their deals.
You'll learn:
1. What wholesaling actually is
2. How to calculate real offers
3. Where deals are coming from now
4. What buyers want
5. How creative deals are structured
6. What contracts and terms are used
7. What can go wrong—and how to avoid it
**Agenda:**
5:00–6:00: Free Light Dinner and Networking
6:00: Earlybird Meeting – Wholesaling 101
7:00: Buy-Sell-Trade (members only)
7:30: Creative Deal Autopsies
Members: Free
First-time guests: Free
Non-members: $35 (or join for $30 instead)
Remember, to actually reserve your seat, you have to go **[HERE](https://www.coreerocks.com/Events.aspx?ID=IN-PERSON-in-Columbus-Creative-Deal-Autopsies-Wholesaling-101-14-4-7-2026)** and register on our website!
🌿 EFT Tapping Workshop: Reduce Stress & Restore Balance
**Hosted by Unity of Columbus \| Facilitated by Carisa Holmes\, EFT Practitioner**
Join us for a powerful and uplifting workshop where you’ll be introduced to **Emotional Freedom Techniques (EFT), also known as tapping**—a simple, effective method that helps release stress, calm the mind, and restore emotional balance.
In today’s fast-paced world, many of us carry tension, anxiety, and emotional blocks that impact our well-being. This interactive session will guide you through practical techniques you can use anytime to create a sense of peace and clarity.
Lunch at Cooper’s Hawk
Join us for lunch at Cooper’s Hawk in Easton. If the weather is nice, we’ll enjoy lunch on their gorgeous patio!
Wednesday Morning Breakfast Meeting
Let’s get together at the Crowne Plaza and talk deals, creative finance, problem solving, whatever you want! Hubert Bruce Hosts, COREE members share ideas and resources. Open to the public!


















