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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Largest Wealth Management and Financial Planning groups
Newest Wealth Management and Financial Planning groups
Masterclass on achieving financial independence
20 Members
Navigating the 2026 Economy: Wealth & Finance
8 Members
銀髮香港站 Silver-haired Hong Kong Station
25 Members
Los Angeles Real Estate Investing & House Flipping Network
62 Members
Dallas Retail Investor Series Meetup Group
4 Members
Atlanta Tax Free Retirement Meetup Group
25 Members
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
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.
Manic Mondays with Salsamante Dance Academy
Start your week the right way with Manic Mondays. Giving you an enjoyable Bachata lesson with a push of cool moves.
The second hour has Beginner/Intermediate Salsa on 1. You must understand basic Salsa skills to participate.
730pm-830pm Bachata Cool Moves
830pm-930pm Salsa On 1 (Beginner/Intermediate)
15 for One Class
20 for Both
Free Parking & Plenty of Dance Space.
Viva Dance Columbus 2809 Festival Lane Dublin OH 43017
Beginner and Intermediate Bachata Dance Classes with Todd Smith!
**✅ Bachata Mondays with Todd Smith!**
**👉 Beginner Bachata Class**
**$15 In Advance / $20 At the Door**
7:00 pm – 7:15 pm … Registration
7:15 pm – 8:15 pm … Beginner Class
**👉 Intermediate Bachata Class**
**= $15 In Advance / $20 At the Door**
8:15 pm – 8:30 pm Registration
8:30 pm – 9:30 pm Intermediate Class
**👉 If You Take Both Bachata Classes**
**= $25 In Advance / $35 At the Door**
**👉 Buy Advance Tickets Now at:**
https://columbussalsadancing.com/bachata-mondays-dance-class-tickets/
Libera Animae - Freeing the Soul
Main Library, Meeting Room 2B
Join us for a welcoming evening of reflection, gentle music, and meaningful conversation. We’ll begin with a short grounding moment, followed by a brief reading from spiritual or philosophical traditions, and an open reflection circle where participants can share (or simply listen).
Libera Animae is an interfaith community focused on inner growth, creativity, and authentic connection.
All backgrounds are welcome.
Bachata Dance Classes: Beginner and Intermediate (Every Monday)
**✅ Bachata Mondays with Todd Smith!**
**👉 Beginner Bachata Class**
**$15 In Advance / $20 At the Door**
7:00 pm – 7:15 pm … Registration
7:15 pm – 8:15 pm … Beginner Class
**👉 Intermediate Bachata Class**
**= $15 In Advance / $20 At the Door**
8:15 pm – 8:30 pm Registration
8:30 pm – 9:30 pm Intermediate Class
**👉 If You Take Both Bachata Classes**
**= $25 In Advance / $35 At the Door**
**👉 Buy Advance Tickets Now at:**
https://columbussalsadancing.com/bachata-mondays-dance-class-tickets/
Beginner and Intermediate Bachata Dance Classes with Todd Smith!
**✅ Bachata Mondays with Todd Smith!**
**👉 Beginner Bachata Class**
**$15 In Advance / $20 At the Door**
.
7:00 pm – 7:15 pm … Registration
7:15 pm – 8:15 pm … Beginner Class
.
**👉 Intermediate Bachata Class**
**= $15 In Advance / $20 At the Door**
.
8:15 pm – 8:30 pm Registration
8:30 pm – 9:30 pm Intermediate Class
.
**👉 If You Take Both Bachata Classes**
**= $25 In Advance / $35 At the Door**
.
**👉 Buy Advance Tickets Now at:**
.
https://columbussalsadancing.com/bachata-mondays-dance-class-tickets/
Free In-Person Event: Handle Self-Confidence & Motivation to Achieve Your Goals
This is an in-person meeting.
Would you like to know the Real You, not just a shadow of yourself? Does your life energy feel somehow trapped within? Does your self-confidence get easily shaken? Do you get in the way of your own goals? We will discuss the real source of all this, what holds you back in life, and how to handle it so you can achieve more successful and happier living.
Perhaps you get weighed down with negative emotions you can't seem to shrug off. Or find yourself doing strange and irrational things - not really being yourself. We will cover why that is and tools that work to help you unearth your self, your self-confidence and motivation.
This meeting will help you learn about how to effectively overcome:
-Out-of-control unwanted emotions
-Low self-esteem
-Anxiety
-Negativity
-Stress
-Irrational fears
-Traumatic or painfully emotional incidents
-Breakups
-Betrayals
-Feeling like you're not really yourself
-Self-doubt...
We will discuss how to unleash the inner you and tap into your true potential. So come to this online meetup!
This meeting is sponsored by the Hubbard Dianetics Foundation of Central Ohio
Wealth Management and Financial Planning Events This Week
Discover what is happening in the next few days
In-Person Meeting: How I Get Private Lenders and Partners to Fund My Deals
(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-Columbus-Meeting-How-I-Get-Private-Lenders-and-Partners-to-Fund-My-Deals-14-6-2-2026)**.)
Tuesday, June 2nd, 5:00–8:30 PM Eastern
Central Ohio Chapter Meeting
IN PERSON IN COLUMBUS
How I Get Private Lenders and Partners to Fund My Deals
If you can’t fund it, you don’t have a deal.
And right now, funding is where more investors are getting stuck.
Private lenders are more cautious.
Partners are asking better questions.
And deals that look good on paper still fall apart when the money doesn’t show up.
That’s why we’re bringing in a panel of investors who are actually getting their deals funded right now.
You’ll hear how they’re finding money, structuring deals, and building relationships that lead to repeat funding.
Here’s what you’ll learn:
* Where they’re finding private lenders today
* How they start conversations that lead to funding
* What makes lenders and partners say YES
* How they structure deals to be fundable
* The biggest mistakes investors make when raising money
* How to build repeat funding relationships
**Early Session (6:00–7:00 PM Eastern):**
**Having Trouble Finding Tenants? How Community Shelter Board Can Help**
Nicholas Brenner will walk you through programs designed to help rapidly rehouse tenants, including financial support that can stabilize your rentals.
**The Deal Room (7:00–7:30 PM Eastern)**
Bring deals, funding needs, buyers, and problems.
This is where connections turn into action.
This meeting is for serious real estate investors nationwide, and we’re known for our high-content, real-life education and our nationwide community of dealmakers.
Members and non-members at all levels are welcome.
Register below to reserve your seat.
Remember, to actually reserve your seat, you have to go **[HERE](https://www.coreerocks.com/Events.aspx?ID=In-Person-Columbus-Meeting-How-I-Get-Private-Lenders-and-Partners-to-Fund-My-Deals-14-6-2-2026)** and register on our website!
Why Real Estate Investors Should Become Licensed Agents (And When Not To)
REGISTER HERE: [SIGN UP TODAY](https://link.elitereimm.com/widget/form/mUCJcb9LFDGoPqRg82jP?am_id=debbie4540)
Should a real estate investor get a real estate license? Sometimes it’s a massive advantage… and sometimes it can complicate your business if you don’t know what you’re walking into.
In this training, we’ll cut through the “agents vs investors” drama and focus on one thing: **what makes you more money and gives you more leverage**.
You’ll learn:
* **When being licensed helps investors win** (better access, better data, better terms, better deal flow)
* How investors use a license to **create extra profit centers** (commissions, referrals, listings, buyer rep, property management pathways)
* The truth about **MLS access, pocket listings, and being first to the good deals**
* How licensing impacts **wholesaling, double-closing, assignments, and disclosures**
* What brokerages don’t tell you: **fees, splits, compliance, and time requirements**
* When it’s smarter to **partner with an agent** instead of becoming one
* A simple decision framework: **licensed vs partnered vs hybrid model**
You’ll walk out knowing whether licensing fits your goals—and if it does, the cleanest path to do it without slowing down your investing.
REGISTER HERE: [SIGN UP TODAY](https://link.elitereimm.com/widget/form/mUCJcb9LFDGoPqRg82jP?am_id=debbie4540)
Join Biggest Community | Investors Founders | Columbus | Online
Please reserve your spot by registering on the below link :
**Reserve**
https://www.eventbrite.com/e/join-biggest-community-investors-founders-columbus-online-tickets-1988563717610?aff=meetup
**QUESTIONS ?**
Pls Reach out to;
Ridhi - +971504724873 ( WhatsApp Only)
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!
Lewis Center Networking Lunch
Join us for lunch and meet our very successful group. We are each others sales team...always looking for referrals for our members. If you are looking for new clients, let us help you out! Bring your business cards and brochures to share with us.
We have a speaker each week so that we can learn about their business.
Because we have only one member per business, we have many of the spots filled. However, we are specifically looking for an estate attorney, a handyman/electrician, and an event planner. We have referrals for you!
All visitors are welcome. Any questions contact [pmarchio@farmersagent.com](mailto:pmarchio@farmersagent.com)
Wealth Management and Financial Planning Events Near You
Connect with your local Wealth Management and 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**!
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.
June 2026 AWS Columbus - Topic to be announced
Topic to be announced.
**THANK YOU** *Franklin University* for hosting our meetup! To learn more about *Franklin University*, please visit their website: https://www.franklin.edu/
**DIRECTIONS**
Franklin University
Fisher Hall
300 E. Main St, Columbus, OH 43215
Map: https://maps.app.goo.gl/jxjBA2hUmS5qrvhq8
Parking is FREE! Please park in Lot C in front of Fisher Hall. See attached map.
NOTE: Map the address only. When mapping with Google Maps it may use the Fisher Hall at OSU, which is NOT correct.
**Want to sponsor the pizza and/or bar tab?**
Please contact me if you would like to sponsor this meetup's pizza and/or bar tab: angelo@mandato.com
ServiceNow Knowledge 26 Recap + Topgolf Happy Hour
Couldn't make Knowledge? Or want to debrief the dancing robots or Autonomous Workforce? Join us for a Knowledge '26 recap, insights sharing, a couple rounds of golf, and fun at Topgolf. As always, drinks and food will be provided. More details to come — mark your calendar, RSVP, and save your spot today!
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.

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