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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

Wealth Workshop
Wealth Workshop
Getting tired of the ordinary 9-5 grind? Want to experience having residual income as you go about life? Be a part of a team that will support you consistently? No ceiling to your earning potential ? Or even better…..Give a valuable and much needed asset to a your community and the nation as a whole? This is the place to be. Receive premium education and training to learn the principles of building generational wealth. Get a peak at your next best opportunity. We only have one life to live so let’s experience it all to the fullest! Please reach out to me if you’re planning to attend, it is by invitation only and I will need to secure your spot! Dress code: Business Casual
On https://blackecon101.podbean.com/ every Thursday at 6 pm
On https://blackecon101.podbean.com/ every Thursday at 6 pm
• What we'll do On https://blackecon101.podbean.com/ Thursdays at 6 pm. discussing the economy....
Mostly Romance Book Club
Mostly Romance Book Club
Hey all! My name is Sarah, I'm a romance girlie in my twenties, and welcome to the Mostly Romance Book Club! I am a big mood reader so assigned books at book clubs don't really do it for me. I wanted to create a space where anyone can come with whatever book they want, meet new friends, and chat about what they've been reading. When: First and third Thursday of every month. 7-8:30 pm. Schedule: First 30 minutes: Introductions and chat about all things books Next 45 minutes: Silently read your personal physical book, ebook, or audiobook (yes audiobooks count :)) Last 15 minutes: Chat some more and wrap up the meeting Check the home page for zoom links. Up to 100 attendees so still join the zoom even if you can't sign up for the event.
Black Econ 101 Podcast on https://blackecon101.podbean.com/
Black Econ 101 Podcast on https://blackecon101.podbean.com/
• What we'll do Economist William Michael Cunningham on Podbeam Thursdays at 6 pm. https://www.podbean.com/
Come Play Manhattan Project: Energy Empire
Come Play Manhattan Project: Energy Empire
It's the first Thursday of the month, and that means we will be replaying a game we played recently - Manhattan Project: Energy Empire. We have two copies of the game. So we can accommodate 10 players. RSVPs will be set at 10. Anyone joining after the 10 spots are full will be put on the waiting list. If you have a copy of MM:EE, then let us know, and we will increase the RSVPs. Manhattan Project: Energy Empire Description: From the ashes of war, nations rise to power in the atomic age! In ***Manhattan Project: Energy Empire***, each player takes control of a nation struggling for power in the latter part of the 20th century. They build up their nation’s industry, commerce, and government by acquiring resources, building structures, and tapping sources of energy. The major threat in *Energy Empire* is not war, but uncertain global impacts, that result from side effects of industrialization and pollution. Many actions come with a cost. So, as nations become more industrious, they also increase the amount of pollution in the environment. Careful use of science can mitigate the harmful effects of industry, and can also help avert global crises. *Energy Empire* uses worker placement, tableau-building, and resource management mechanics. On each turn, a player can choose to either work or generate. On a work turn, a player plays a single worker on the main board, then uses workers and energy to activate cards in their tableau. Players may spend energy to use an occupied space on the main board, so no spaces are ever completely blocked. On a generate turn, players get to renew their supply of energy by rolling "energy dice" that represent nuclear, coal, oil, solar, and other forms of energy.
Kickback and Create
Kickback and Create
Join us on **Thursday, April 2nd** for **Kickback & Connect** in **Washington, D.C.** From magazines to motion design and from newsrooms to nonprofits, if you make things in D.C., you’re invited. This is a low-key happy hour bringing together designers and creatives across disciplines in the DMV to kickback, connect, and share ideas—no panels, no pitches, no pressure. We hope to see you there! **Music by: Friends on Mars** Hosted by Good People DC and **[SPD](https://www.spd.org/)**, a nonprofit design community rooted in publishing and creative excellence. No cover charge = no excuse not to come Must be 21 to enter. Please drink responsibly.
McLean Business Forum
McLean Business Forum
A weekly networking meeting where we have a lot of fun and of course, meet other busy professionals!

Wealth Management and Financial Planning Events This Week

Discover what is happening in the next few days

Financial Literacy Workshop
Financial Literacy Workshop
Come learn how money really works. We’ll cover how to grow it, protect it, get out of debt, and use smart retirement and infinite banking strategies to build long-term security.
Wealth Workshop
Wealth Workshop
Serving our community by teaching financial literacy is paramount towards long term success. You will learn three main concepts towards building generational wealth. The five engines of revenu that will forever impact your. Lastly, be introduced a path to entrepreneurship that can transform your life and exceed expectations beyond your imagination Come and acquire this free education and walk out with a new drive! Dress code: Business Casual
Learn Meditation and Stress Management in MD
Learn Meditation and Stress Management in MD
Learn to manage stress and achieve self-growth through simple relaxation and Meditation. Heartfulness Meditation is a simple, modern, methodical approach to meditation. Rather than homing in on your breath or repeating a mantra, you simply focus inward, on your heart, to cultivate inner strength and serenity. Heartfulness meditation is gaining traction in recent years. It focuses on the heart, allowing individuals to connect with themselves on a deeper level, and ultimately achieve peace, relaxation, and clarity. It is a practice that encourages patience, self-compassion, and acceptance, helping cultivate a deeper appreciation for the present moment. This practice is offered with love and at no cost
DC Holistic Health Summit 2026!
DC Holistic Health Summit 2026!
[Re-Engineer Your LIFE!](http://www.myhealthsummit.com/) **Learn from Leading Voices in Holistic Health** A full day of expert-led education, practical tools, and nourishing experiences designed to support whole-person health and lasting lifestyle change. * Insightful sessions led by doctors, nutritionists, chefs, and holistic health practitioners * Practical strategies for prevention, healing, emotional wellness, mindset, and sustainable living * Real-world guidance on plant-forward nutrition and food preparation you can use right away * Gentle movement and mindfulness moments to support balance, energy, and stress reduction * A thoughtfully prepared plant-based lunch included, plus meaningful connection with a like-minded wellness community Register and see the speaker line-up here: [www.MyHealthSummit.com](http://www.myhealthsummit.com/) Vendors and Volunteers welcome! For more info contact us at: [contact@myhealthsummit.com](mailto:contact@myhealthsummit.com) PARKING: On campus visitor parking is available at the Howard Center Lot (2235 8th St NW) for $10/day (credit card only). Metered street parking is also available nearby and is enforced Monday–Saturday, 8AM–6PM. The Shaw–Howard University Metro Station is a short 7-minute walk from the venue. Public buses are also available.
Meaningful Conversation and Coffee - Northside Social Falls Church
Meaningful Conversation and Coffee - Northside Social Falls Church
**Join us in Falls Church for conversations that go beyond small talk.** Higher Grounds – Falls Church is where this growing network of gatherings began: a space for thoughtful, authentic dialogue about what matters most. Whether we’re exploring the nature of happiness, the challenges and possibilities of midlife, spirituality, culture, capitalism, parenting, or the role of art and travel in a meaningful life, every conversation is shaped by the people in the room. There’s no set leader or rigid agenda—just a shared commitment to listen as much as we speak. We start with brief introductions focused on what makes you *you* (not your LinkedIn bio), then dive straight into whatever is on people’s minds. The direction of each meetup emerges organically, making every event unique. MANDATORY: PLEASE REVIEW OUR COMMUNITY GUIDELINES IN THE GROUP DESCRIPTION. Everyone is expected to engage in respectful conversations and listen deeply as well as share. We have a zero tolerance policy of sexual harassment and hate speech. Come ready to share, reflect, and connect with others in Falls Church who are also seeking deeper conversations. **Suggested Questions: Life Stages & Transitions** 1. What did you think you'd have figured out by now that you're still completely winging? 2. When did you realize your parents' advice was for a world that no longer exists? 3. What are you finally old enough to stop pretending to care about? **Suggested Questions: Identity After the Roles** 1. Who are you when nobody needs anything from you? 2. What dream keeps resurfacing even though the "practical" time has passed? 3. How do you handle having the freedom you always said you wanted? **Suggested Questions: AI & Being Human** 1. What human experiences will AI never truly understand? 2. If machines handled all your have-to's, what would you actually do? 3. What becomes more precious as everything becomes automated? **Suggested Questions: Belief & Meaning** 1. What certainties have you given up, and what rushed in to fill that space? 2. How has knowing someone who died changed how you live? 3. What do you believe now that would shock your younger self? **Suggested Questions: The Modern Psyche** 1. What anxiety do you carry that previous generations didn't have? 2. Which of your survival strategies are you ready to retire? 3. What uncomfortable truth about happiness did it take you years to accept? **Suggested Questions: Work & Purpose** 1. When did you stop believing that your job would complete you? 2. What would you do for work if money and status weren't factors? 3. How has your definition of "making it" changed over the years? **Suggested Questions: Relationships & Connection** 1. What relationship dynamic do you keep recreating, and why? 2. When did you realize your parents were just people trying their best? 3. What kind of loneliness doesn't go away even when you're with others? **Suggested Questions: Time & Mortality** 1. What are you running out of time to say or do? 2. How differently do you spend your time knowing it's finite? 3. What will you regret not trying, even if you fail? **Suggested Questions: Society & Culture** 1. What social convention do you follow even though it makes no sense? 2. Which generation do you understand least, and what might you be missing? 3. What aspect of how we live now will seem insane in 20 years? **Suggested Questions: Personal Philosophy** 1. What rule for life did you create after learning something the hard way? 2. When did you stop believing that everyone else had it figured out 3. What paradox about life have you learned to live with?
Introduction to Water Color Landscape Painting@ Chevy Chase Library
Introduction to Water Color Landscape Painting@ Chevy Chase Library
Discover the world of Water Colors! This is an Introduction Water Colors Class! Learn to paint Water Colors and create a beautiful landscape to take home. I will be your instructor. I have been teaching art for 26 years. All supplies are included Special Deal $10.00 for this class. Please bring it with you. I have reserved the meeting room at the Chevy Chase Library to hold this class. Meeting room is downstairs FREE parking Guests must be over 50 to attend. RSVP today! Chevy Chase Library Maryland 8005 Connecticut Ave, Chevy Chase, MD 20815

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.