What we're about

This is a meet up for folks interested in learning about various topics in personal finance. My last two years were spent doing research, analyzing financial products in the market, developing insights and analytical work to support those insights. As a result, I have created presentation materials to help share my learning with members of this group. I also invite anyone with expertise in specific areas of personal finance to share their knowledge here as well. Events will follow 80/20 rule when it comes to education vs. promotion.

I plan to start a weekly presentation series covering myriads of topics such as,
- How Money Grows
- Retirement Planning
- Economics of Home Buying
- Fixed Index Annuity
- Indexed Universal Life
- Medicare & Long Term Care
- Your Personal Finance Report
- Portfolio Planning
- College Planning
- Personal & Business Taxes
- Estate Planning

First event is being planned towards end of May 2019.

Past events (1)

How Money Grows


Photos (3)