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Wealth Management and Financial Planning

Meet other local people interested in Wealth Management and Financial Planning: share experiences, inspire and encourage each other! Join a Wealth Management and Financial Planning group.
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Frequently Asked Questions

Yes! Check out wealth management and 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 wealth management and financial planning events taking place this week here. Plan ahead and join exciting meetups throughout the week.

Absolutely! Find wealth management and financial planning events near your location here. Connect with your local community and discover events within your area.

Wealth Management and Financial Planning Events Today

Join in-person Wealth Management and Financial Planning events happening right now

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!
Free in-person event: Take Control of Your Mental Health
Free in-person event: Take Control of Your Mental Health
It’s time to take control of your mental health. How do you get rid of stress, anxiety and uncertainty? These emotions are buried deep in your reactive mind. Find out what the reactive mind is, and in the process find yourself. Have you ever suffered from a traumatic experience, a deep loss or been through a painful breakup? Has your ability to communicate suffered as a result? And after that, even though you "moved on" did you find that things were never quite the same? Have you ever looked at childhood photos, or reminisced your early life and wondered where that happiness and spark went? Are your emotions out of your own control? Have you ever felt, even if you aren’t aware of it, that possibly you are getting in your own way of your happiness and success? How does this affect your self-confidence? Find out what is at the root of all stress, anxiety, depression and self-doubt. Find out how and why you hold yourself back from achieving your goals and having the life you have dreamed of. As soon as you learn what is at the root of these unwanted conditions, you’ll see it is something you can DO something about. You will not be labeled or categorized at this MeetUp.
Lewis Center Networking Lunch
Lewis Center Networking Lunch
Need more solid referrals for new clients? Join us for lunch and meet our networking group - we act as a sales team for each other. Bring your business cards and tell us your story. We have passed over $2.7 million dollars to each other! Our speaker this week is Deb Dolbow, doTerra Wellness Advocate. Deb is extremely knowledgeable in the natural ways to stay healthy and vibrant. Her presentation always let's us know about what we are doing right and what and how we can improve our health and well-being. Visitors are welcome every week. All visitors are welcome. Any questions contact [pmarchio@farmersagent.com](mailto:pmarchio@farmersagent.com)
Hofbräuhaus [ Thursday 6:00 ]
Hofbräuhaus [ Thursday 6:00 ]
The aim of this group is to get together and practice our German. Doesn’t matter if are a beginner or a native speaker. The goal is to speak and improve our German. Everyone is welcome! If the weather is good, look for us in the Biergarten. Pro Tip: Get there before 6:00 for happy hour pricing.
Park play @ Coffman Park
Park play @ Coffman Park
March Madness Wine Bracket / House Wine / Multiple Weeks
March Madness Wine Bracket / House Wine / Multiple Weeks
A fun way to compare wines from two different countries at a time. House Wine is squaring off two countries' wines against each other each Thursday in March. March 12, March 19, March 26, and the Finals April 2nd. Meet and Greet format....show up after 7pm, pay your $15 at the cash register, get your wine glass, and enjoy. I will get a table reserved for the group. Remember, you may bring in your own food or takeout. Attendance is your agreement to the Group's Waiver of Liability terms. See our Group homepage for details. Parking is tough at House Wine; there is a municipal lot one-half block north of the shop and sometimes parking at the lot behind Jet Pizza, accessed by the lane between the east House Wine parking lot and the residence to the east.

Wealth Management and Financial Planning Events This Week

Discover what is happening in the next few days

In Person Event: The Secrets to Mental Health
In Person Event: The Secrets to Mental Health
Mental Health, how do you understand it? How can you improve it? How do you get rid of stress, anxiety and uncertainty? These emotions are buried deep in your reactive mind. Find out what the reactive mind is, and in the process find yourself. Have you ever suffered from a traumatic experience, a deep loss or been through a painful breakup? Has your ability to communicate suffered as a result? And after that, even though you "moved on" did you find that things were never quite the same? Have you ever looked at childhood photos, or reminisced your early life and wondered where that happiness and spark went? Are your emotions out of your own control? Have you ever felt, even if you aren’t aware of it, that possibly you are getting in your own way of your happiness and success? How does this affect your self-confidence? Find out what is at the root of all stress, anxiety, depression and self-doubt. Find out how and why you hold yourself back from achieving your goals and having the life you have dreamed of. As soon as you learn what is at the root of these unwanted conditions, you’ll see it is something you can DO something about. You will not be labeled or categorized at this MeetUp. This group is hosted by the Dianetics and Scientology Life Improvement Center of Central Ohio.
Cleveland Personality Aligned Speed Dating
Cleveland Personality Aligned Speed Dating
**💗 Speed Dating Reinvented – Virtual, Chill & Ideal for Beginners!** **🔴 KEY NOTICE: RSVP ≠ Guaranteed Entry!** You must sign up via your age group link below AND finish the personality quiz. This is required to take part. **Limited places** – register right away to avoid missing out! **🎯 Pick Your Age Group & Sign Up Now:** - **Ages 18-32** → [REGISTER HERE](https://tempodating.com/product?productId=390&productType=onlineSpeedDating&city=Cleveland&groupurlname=cobalt-crest-passionate-singles&ar=18-32&face_v=10.0) - **Ages 30-46** → [REGISTER HERE](https://tempodating.com/product?productId=390&productType=onlineSpeedDating&city=Cleveland&groupurlname=cobalt-crest-passionate-singles&ar=30-46&face_v=10.0) - **Ages 40-58** → [REGISTER HERE](https://tempodating.com/product?productId=390&productType=onlineSpeedDating&city=Cleveland&groupurlname=cobalt-crest-passionate-singles&ar=40-58&face_v=10.0) - **Ages 55+** → [REGISTER HERE](https://tempodating.com/product?productId=390&productType=onlineSpeedDating&city=Cleveland&groupurlname=cobalt-crest-passionate-singles&ar=55+&face_v=10.0) --- 🔑 **The key to amazing first dates?** Being comfortable. Begin right here! Virtual speed dating is ideal for newcomers. Connect with like-minded local singles right from your own home – zero pressure, no packed venues, just authentic connections in a welcoming, safe space. 🎯 **Perfect for:** - Singles who feel most at ease connecting from home first - Singles who value a guided, hosted dating format - People wanting to meet local Cleveland singles without stepping outside ⭐ *"10/10 would attend again. The host was brilliant and I genuinely had fun dating!"* – Cleveland first-timer **Event Details** - **Format:** Virtual on Zoom – organised rounds in a warm, easy-going setting - **Location:** Right from your home – no need to go anywhere at all! - **Host:** Charismatic host who keeps the mood positive and the nerves at bay - **Vibe:** Welcoming, judgement-free conversations with singles from the Cleveland area **How It Works** 1. **Find Your Age Group** – Locate your age range above and click to sign up. 2. **Finish Your Profile Quiz** – A brief questionnaire so we can find your ideal matches. 3. **Hop on Zoom** – Pour yourself a drink, get settled, and let the host walk you through each round. 4. **Start Chatting** – Short, timed conversations with compatible Cleveland singles. No awkward pauses! 5. **Match Results** – Find out who you clicked with. If the interest is mutual, we’ll connect you! 💡 **Remember:** Everyone’s here to enjoy themselves. Relax, stay curious, and have fun! **Frequently Asked Questions** **What if I'm shy or introverted?** You're in exactly the right place! The virtual format and hosted conversations make it comfortable and easy for everyone. **Do I need to download anything?** Just Zoom! If you've used Zoom before, you're all set. We'll send you the link once you register. --- ✨ You deserve to meet someone wonderful – and you can do it from home. We’ll see you on Zoom! ✨ ✨
Neurospicy Columbus - Join us for Stauff's Coffee and Book Loft
Neurospicy Columbus - Join us for Stauff's Coffee and Book Loft
Join Neurospicy Columbus at the Stauff's for coffee and then a stroll through the Book Loft nearby! This will be a friendly chat for like minded individuals with Autism and/or ADHD (or somewhere on the Neurodiverse Spectra).
Men's Group meetup
Men's Group meetup
**The idea for this group is to build a community where men can gather together and build connections & learn and grow from each other.** How we start each meeting is by each of us checking in with our "roses and thorns" aka what are the good things and the bad things going on in your life recently? Then we will go into a topic discussion. \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\- **COMMUNITY AGREEMENTS** \*\*THERE WILL BE A ZERO TOLERANCE POLICY FOR NO-SHOWS. IF YOU RSVP TO A MEETING AND FAIL TO SHOW UP WITHOUT NOTICE, YOU'LL BE REMOVED FROM THE GROUP. THIS IS TO PRESERVE THE INTEGRITY OF THE GROUP\*\* 1. Confidentiality - EVERYTHING that is shared NEVER leaves this space so that this space remains safe and sacred. There is a zero tolerance policy for this. If a man is in violation of this, they will be permanently removed from the group. 2. Non-Judgement - we respect and honor every man’s truth so that we may receive the same from others. While we may not agree on everything, we commit to respecting every man’s perspectives and engaging in honorable discussion with one another. 3. Be committed - honor your commitment to this group and to yourself. If you attend a meeting, please commit yourself fully to the meeting. Also be committed to your own journey. When we fail, we own it & clean it up. 4. Speak from the heart - this is NOT a space to “look good”, have the “right” answers, and have it all together. Relax and know you are not alone. Be exactly who you are within the safety of this space. 5. Be supportive - This means always willing to provide encouragement to your fellow men, encourage action and momentum in each other’s lives.. Be willing to challenge each other. Be willing to hold each other accountable. 6. Participation - what you receive from this community will be a reflection of what you put into it. Period. We ask that you share your perspectives, reflect on others, and give/receive support when and where it’s needed.
Carfagna's Live Music, Wine and Dinner
Carfagna's Live Music, Wine and Dinner
Enjoy a bit of Columbus culinary history at Carfagna's market, wine bar and ristorante. We will gather for a glass of wine or two in the wine bar at 6:30 with dinner at 7pm. Arrive early if you like, shop and place your items in a cooler in your car. This is a pay-on-your-own event. I will have a reservation for twenty (20) at 7pm. Message me if you want to be on my table. Keep your reservation up to date as the Attendance and Release of Liability provisions are enforced, including the 48 hour No-Show Rule. See the first page of Group Page for details. Read about the history of Carfagna's here and also see their weekly specials. https://carfagnas.com/about-carfagnas/
Free In-Person Meeting: Get Over Losses & Betrayals, Build Lasting Relationships
Free In-Person Meeting: Get Over Losses & Betrayals, Build Lasting Relationships
This is a free, in-person meeting on the subject of betrayals, losses and how to get over them so you can build lasting relationships. Burdened by a stressful relationship? Unhealthy relationships can trigger feelings of anger, despair or self-doubt. They can create dwindling spirals of fights and seeking to make-up, or trying to “pin the blame” on someone or something. If you don’t find the RIGHT reasons, or select the correct sources of the problem, the problem can just get worse and worse. Whether in love or personal ties, with friends or at work, our life really IS affected by the quality of our relationships. Good ones can promote pleasure and survival while less optimum ones can lead to annoyance, anger, self-doubt, stress, or even affect our health and ability to survive well. Whether you are suffering from a divorce, or a painful break-up, don’t know who to trust (or who to CHOOSE) as a partner, friend, boss or employee - the anxiety of relationship troubles can really make a mess of things. Maybe you’ve suffered a betrayal, or are dealing with hostility or criticalness or invalidation. Dwindling relationships can involve destructive behavior, where we hurt those we love, or start succumbing to self-destructive thoughts, attitudes or behaviors that spiral out of control and affect much more than our immediate relationship. Past losses in love or life can affect how we act or react to new people and situations and hold us back from even starting to create new, possibly great relationships! How can one get back onto a saner course of action? Come to our Meetup, where we can introduce you to some of the knowledge, tools and techniques of the breakthroughs in the field of the mind that we can apply to this ever important area of life: human relationships! Break free from self imposed limitations Here we will discuss: • How to “erase” the trauma of past hurts and betrayals so that one isn’t always repeating past mistakes. • Why and how do the negative emotions of others affect you? • Why is my partner withdrawing and what can I do about it? • Why do we sometimes feel compelled to hurt the ones we love? • Fights & arguments - what's really behind them? • What underlies “corrosive criticism” or the need to invalidate self or others? • How one can stably change one’s outlook on life so they can affect positive change? • Where do compulsive destructive behaviors come from and what can be done about them? • How to form closer bonds & keep growing the relationships with the people you care about? • How to enhance one’s own ability to survive and create positive healthy relationships whether in love, family & friendships or in work, business or one’s career? Relationships can be hard and life itself IS challenging. Why not arm yourself with the knowledge and breakthroughs that have been made about the mind, mental reactions & interpersonal relationships, so that one has better awareness and control over themselves and life in general. Learn where painful experiences are “stored” and how they can unknowingly affect us. You will also find out how one can “erase” those past painful experiences so that one is free to move forward without being tripped up by the past. Learn too, about what can lead some people to become “toxic” personalities and how to identify those traits in others so you won’t be tripped up trusting the wrong person. Our free Meet-ups occur in a safe environment where one can learn, without fear of judgment or criticism, and without the recommendation of harmful mental techniques or therapies, just how YOU can get yourself onto a happier & more successful path: in love & in life. We look forward to having you join us! This class is sponsored by the Dianetics & Scientology Life Improvement Center of Central Ohio.

Wealth Management and Financial Planning Events Near You

Connect with your local Wealth Management and 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
Columbus Women's Investing & Personal Finance Meeting
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
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!
Wednesday Morning Breakfast Meeting
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!
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!
Evolve Synergy: Westerville Chapter
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.
NFT AI ART Columbus
NFT AI ART Columbus
NFT's are here to stay folks! This is a group for like minded people interested in understanding, leveraging, using, creating for, profiting from, trading too i suppose, NFT's.. everything around them, complexity, fear and exploits, best practices and more. **PLUS** This group will talk AI ART tools, techniques, artists, video, audio, prototypes and more in the AI assisted production space- ART specifically, but we can get into any aspect of some of the cooler things happening in AI in general.