Financial Services
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Frequently Asked Questions
Yes! Check out financial services 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 services events taking place this week here. Plan ahead and join exciting meetups throughout the week.
Absolutely! Find financial services events near your location here. Connect with your local community and discover events within your area.
Financial Services Events Today
Join in-person Financial Services events happening right now
Evolve Synergy: Westerville Chapter
At Evolve Synergy Sessions, you'll be part of a supportive mastermind where we share challenges, brainstorm solutions, and inspire one another to take bold steps in our businesses. Grow your network, gain fresh perspectives, and build meaningful relationships with like-minded women who are committed to success. Whether you’re looking to move the needle in your business or simply need a space to connect and recharge, this is the perfect place to fuel your entrepreneurial journey.
[Add Event to Calendar](https://evolvecolumbus.eventcalendarapp.com/)
\*\* Please note, we will be arriving around 8:15a for open networking! Get there early and get connected!
Contact Alexis Morley at [alexis.morley@edwardjones.com](mailto:alexis.morley@edwardjones.com) or Terri Lawson at [terri.lawson@e-merge.com](mailto:terri.lawson@e-merge.com) for more information.
Flights and Bites!
Your Friday night just got sweeter! Join us at select [#MarketDistrict](https://www.facebook.com/hashtag/marketdistrict?__eep__=6&__cft__%5B0%5D=AZXglupYTNnuPXhU3gU2DI9GInOg8OWWSvEJTry0VDGnMwh3tC6LxAkyc13s7j-hzoCa7zpemBLJbwdOAIfL-4l-h-eX3x7UFBl6CgHm1ijsL9C9hR_jWvIa_CNOjxBCQzMpVcaRfKr1LrRukr4nY0KHoqN2w3gXLadSqHBf6hPcBx13ltDk2suI8GhnjfjDOUs&__tn__=*NK-R) (we are meeting at Grandview Yard) locations for Flights & Bites on the third Friday of the month from 5-8pm. We'll meet about 5:30pm til 7:00pm. Feel free to join us anytime before 6:45pm.
**Cost: $15.00 per person *(covers 4 wine or beer samples paired with gourmet appetizers)***
**Meet**: I'll post our location once we assemble and start our tasting.
Financial Services Events This Week
Discover what is happening in the next few days
Cincinnati Model Investment Club Meeting
Our hybrid event takes place both as a face-to-face and as an online meeting using the GoToMeeting software application: [ ](http://app.goto.com/meeting/449766181)[CinMIC LINK](https://meet.goto.com/449766181).
This club is an operating stock investment club, open to the public as an educational opportunity. Each month this club covers an investment educational topic or presents a teaching segment. Stocks are discussed and studied.
This month's educational topic will be a presentation on portfolio guidelines by Rich Alden. Our stock study will be U.S. Lime and Minerals (USLM) presented by member Allan Chestnut. We end the meeting with a "Talkin' Stocks" segment with quick overviews of Addus Home Care Corporation (ADUS) and Ferrari (RACE).
Investors at all levels are welcome at the face-to-face meeting or online by using this[ ](http://app.goto.com/meeting/449766181)[CinMIC LINK](https://meet.goto.com/449766181). Get to know fellow investors!
Care Packages for Unhoused Folks- Volunteer Gathering
Volunteer with Westerville Queer Collective and the Neurospicy Meetup to build care packages for local unhoused folks, which will be distributed throughout local camps and neighborhoods via Heer2Serve (501c3).
Will you donate any items? If so, comment what will you bring Please make sure clothing items are clean and if you’re donating food, ready to be eaten without a stove or microwave.
We expect to assemble around 50-100 packages, so if you’ll purchase items, please consider that amount (ie bulk individually packaged candies etc.). Fun and interesting book or entertainment item donation also welcome!
Package assembly will take place on January 17th from 10-12 am. Location TBA but will be in Westerville, Ohio.
Rays Of Light Spiritualist Church Service
Rev. Steven Clevenger is an ordained spiritualist minister with over 40 years experience as a Spiritual Healer, Clairvoyant and Spiritual Teacher, educated and trained at the White Lily Chapel.
Rev. Siobhan Wolf Shaffer is an ordained spiritualist minister and certified medium and healer with over 20 years experience. She began her development in 1988 in Pennsylvania and continued when she moved to Ohio in 1998 where she studied at Rays of Lights Church with Rev. Steven Clevenger.
Our full worship services consist of an inspirational lecture, healing meditation, and messages from the spirit world that serve to demonstrate evidence of eternal life.
Please visit our Official Church Website (http://raysoflightchurch.com) for more information.
Winter Social Vibes: Bowling + Drinks + Great People 🎳🔥
❄️ **Spare Yourself a Boring Winter - Bowl With Us!**
Avoid social hibernation this winter, join our **6-week social bowling league** starting in January! Whether you're looking to unwind after work, meet new people, or just have a fun night out with pals, this league is perfect for everyone! Chill times, cold drinks, and plenty of chances to connect with others. No matter your skill level, this league is all about having fun and meeting new friends. **;)**
**🗓 Thursday evenings \|📍 AMF Sawmill Lanes \| 💵 $74 w/ code MUCOW26**
**💻 League Info & Registration**: https://bit.ly/ColumbusBowling
**Why Join?**
🎉 It’s only 6 weeks - perfect for a low-commitment social plan
🍻 Great mix of people in their 20s-40s, plus post-game hangs at the bar
🎳 Zero pressure - gutter balls totally welcome!
👕 Free league shirt if you sign up early
🧠 Weekly trivia w/ prizes
💬 Super social - join solo or w/ friends!
**Want in?**
Join our Meetup team Here for the Beer 👉 **Click here to join** https://tinyurl.com/2559lb7t
Or start a team of your own with a few friends - we’ll all be hanging out either way!
📅 League Dates (Thursday evenings): Jan 22, Jan 29, Feb 5, Feb 12, Feb 19, Feb 26
***(The MeetUp event date is deadline to register for the league.)***
**Cost & What’s Included:**
✔ $74 with discount code MUCOW26
✔ 6 weeks of bowling (1–3 games/week)
✔ Shoe rentals & full league setup
✔ Trivia, prizes, and great people
👉 **SIGN UP NOW**
💻League Info & Registration: https://bit.ly/ColumbusBowling
🤑Use promo code MUCOW26 to save $20
📸 Follow the fun on Instagram: https://bit.ly/BowlingLeague-IG
📩 Questions? Contact the league: http://bit.ly/2nKHno7
Spots are filling fast – don’t miss out on the fun times!
The Next Chapter: Looking Back, Leaning Forward, A WIA Vision Circle
As we step into a new year, many of us are carrying lessons, practices, and questions shaped by the year behind us.
The Next Chapter: Looking Back, Leaning Forward is a warm, facilitated vision circle designed to help us pause together, reflect on what truly worked, and imagine what we want to carry forward into what comes next.
This is not a talk or presentation.
It’s a small, participatory gathering focused on shared reflection, sense-making, and connection.
**Together, we’ll explore:**
* What supported you over the past year — in your work, leadership, or life
* What you’re ready to leave behind
* What you want next January’s version of yourself to be saying
To support reflection in different ways, we’ll also have optional art materials available for anyone who would like to create a simple artifact for their year — a visual or tactile reminder of what they’re carrying forward.
We’ll provide basic art supplies such as colored pencils, markers, paint pens, and small canvases. If you enjoy working with collage or other media, you’re warmly invited to bring magazines, stickers, or your favorite creative materials to use or share. Participation in the creative portion is completely optional.
You don’t need a plan, goals, or polished answers. Curiosity, honesty, and listening are more than enough.
The intention is for everyone to leave feeling grounded, refreshed, and inspired — with a clearer sense of what matters to them and how we can support one another as a community.
Space is intentionally limited to keep the experience intimate.
⸻
**What to Expect**
* A small, welcoming circle (not a large meetup)
* Structured conversation so everyone has space to speak
* Reflection, listening, and lived experience — not advice-giving
* Optional creative reflection using simple art materials
* A calm, supportive environment
⸻
**Who This Is For**
Women and underrepresented folks working in or around agile, product, technology, leadership, or organizational change — especially those looking for thoughtful conversation and community beyond frameworks and buzzwords.
⸻
**Good to Know**
* No preparation required
* Participation is invitational; listening is always welcome
* Creative activities are optional — you can simply listen and reflect
* You’re welcome to bring your own collage or craft materials if you’d like
* Location details will be shared with registered attendees
Dance, Connect & De-Stress: Friday Nights at Unity of Columbus
**Community Dance – Every Friday at Unity of Columbus**
Let go of the week’s stress and move into joy!
Join us every Friday for an evening of community, connection, and dance at Unity of Columbus. It’s a chance to meet new friends, express yourself through movement, and experience the emotional healing that comes from music and rhythm.
No dance experience needed — just bring your energy, an open heart, and your dancing shoes!
Dance is freedom. Dance is healing. Dance is fun.
Financial Services Events Near You
Connect with your local Financial Services community
CMG Gives Back - February: Serve Brunch at FAITH MISSION GRANT KITCHEN!
Join us as we get together to get together to help those in need at this CMG Gives Back event! For this event, we’ll help prepare food, serve meals, assist residents, wash dishes and clean surfaces at Fath Mission – Grant Kitchen. We have a great little community of Movie Group friends so rather than see a movie this time, we’ll help “Create a better world” by helping serve those in need. Here are complete details and our plan for this event:
FAITH MISSION – GRANT KITCHEN: The Faith Mission kitchen and dining room serves residents 3 meals a day, every day of the year. Our group will help prepare food, serve meals, assist residents in the dining room, wash dishes, and clean surfaces.
PLAN: We will be preparing / serving / cleaning for BRUNCH from 10:30am to 12:30pm and have space for a total of 7 volunteers. Please arrive at 10:15am and wear closed-toe shoes and long pants.
LOCATION: Faith Mission – Grant Kitchen is located at 245 N. Grant Ave. Enter the kitchen at Dock 1, indicated in the attached map. On-site and street parking are available in the surrounding area. Below are some links / attachments with additional info/details:
\* LSS Volunteer Guidelines: Uploaded to photos.
\* Parking Map Info: Uploaded to photos.
\* LSS Faith Mission Orientation Video: https://www.youtube.com/watch?v=Bp46_6ay6iA
\* Link with Additional Details / Info: https://lss.vomo.org/opportunity/faith-mission-grant-kitchen-2025
IMPORTANT REMINDER: Our group will be providing all of the volunteers on this day so a firm RSVP count is essential. Please only sign up if you are certain you’ll be able to attend. If something unavoidable comes up, please update your RSVP no later than one week prior to the event. With very few exceptions, no shows or cancelations within 1 week of the event will not be eligible for future CMG Gives Back events. I appreciate your understanding as we try to ensure the agencies have the volunteers needed to provide the essential services they provide to the vulnerable population they serve.
THANK YOU: This CMG Gives Back event provides an opportunity for YOU to get involved in helping others! Benefits go well beyond the help we give to others. Volunteering provides a wide range of personal benefits, including positive effects on mental and physical health, reduced stress/depression/anxiety, increased happiness and improved purpose, life-satisfaction and personal well-being! Plus, the opportunity to get involved, connect with others and help those in need.
PARTNER AGENCY: This event is hosted by Lutheran Social Services (LSS), which serves thousands of people in need each day in 27 Ohio counties by addressing the four core societal issues of food, shelter, safety and healing. LSS offers food through the LSS Food Pantries, housing and supportive services through LSS Faith Mission and LSS Faith Mission of Fairfield County homeless shelters, domestic violence services through LSS CHOICES for Victims of Domestic Violence, senior living and health care, affordable housing communities, and other services that uplift families and strengthen communities.
Look forward to seeing you there, Dan
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!
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
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!
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!
Westerville Queer Coffee Meetup
WQC has weekly Thursday night social nights at the Westerville Java Central. Come and grab a coffee and connect with the community: low stakes, chill environment, and tasty drinks. No registration is required; come as you are.





























