Advanced Financial Planning & Tax Strategies Meetup Groups

Hello fellow investor, The purpose of this group is to help a wide variety of people who are trying to ensure the future long term success for themselves, their family, and their children. Do you, or anyone you know, fit into any of these categories:…

  "The great difficulty in education is to get experience out of  ideas." – George Santayana "To the extent that we are all educated and informed, we will be more equipped to deal with the gut issues that tend to divide us." – Caroline Kennedy Schlos…

  Our purpose: Share with you, what you need to know in todays environment to have your best financial future possible...The individual in America today is under tremendous financial strain....and unfortunately in my opinion it is only going to conti…

This group has developed in to a forum of financial professionals and financial consumers. The purpose of this group is to encourage a better understanding of financial matters by consumers, AND a better understanding of the needs and objectives of c…

A co-operative environment for business owners, entrepreneurs, and the self-employed to come together to share ideas and success stories, collaborate, learn about each other to foster referral business, and generally have a great time in a relaxed at…

Many CPAs, Attorneys, Real Estate Professionals, Advisors and Financial Planners do not currently work in conjunction with each other. Yet many Investors say that is exactly what they need their CPAs, Attorneys, Real Estate Professionals, Advisors an…

This group is to help educate Edmontonian's about financial planning for their future! Group members will be invited to free financial seminars and have access to a Financial Advisor! This group will not only have educational meetups but casual meetu…

This group was started as there is a HUGE need for financial guidance for the middle class. The purpose is to educate, discuss and comment on the various types of financial planning, tools and products that are available as well as share active money…

Our focus is to provide FREE WORKSHOPS & MEETINGS on long-term wealth creation and preservation of capital rather than short-term trading and speculation.  Develop appropriate asset allocation strategies to help members achieve their investment objec…

We are a group of individual business owners, employees and independent contractors looking to help one another to grow our individual business connections and help each other with referrals, ideas and services in the Virginia Beach, Chesapeake, Norf…