Financial & Estate Planning Meetup Groups
| Groups 9 | Members 493 | Interested 82 | Cities 9 | Countries 2 |
Largest Meetup Groups
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1
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High energy group of business professionals who are all about helping you grow your business. We started this group to help local professionals increase their success levels through networking events with other business people that drive business you…
Meetup topics:
Business Strategy and Networking, Business Networking, Business Referral Networking, Find Ways to Improve and Grow Your Business, Building An Effective Referral Network, business and career, CPA, lawn care, Financial Advisors, Financial & Estate Planning, Home Builders, Grow Your Sales, Increase Revenue, Network Marketing, Small Business Marketing Strategy, Show more...Show less...
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279
Business Professionals |
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2
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Smart Living for Savvy Women -- Marin Savvy is a premiere network for women to learn about Home Assets, Investment, Working and Living in Marin County in a casual, catered workshop environment. Marin Savvy's mission is to empower women b… |
71
Savvy Women |
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3
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Senior Specialists Networking Group So Cal's premiere senior provider networking organization INVITES YOU TO INCREASE YOUR SENIOR CLIENT REERRAL BASE Please always RSVP by email ssngjanette@yahoo.com So. Orange County Every 2nd Thu… |
39
Members |
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4
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Private
Please join us, professionals in the estate planning arena, for breakfast once a month. Our purpose is to really get to know each other as client resources and referral sources. We participate in collaborative activities at our tables, fun introducti…
Meetup topics:
Advanced Financial Planning & Tax Strategies, Professional Networking, Certified Public Accountants, Downtown San Diego, Financial Planning, lawyers, Senior and Elder Care, Financial & Estate Planning, Wills and Trusts, Senior Real Estate Specialists SRES, CPA, Attorney, Trust Estate Tax Attorneys & Accountants, Geriatric Care Management, Estate Planning, Show more...Show less...
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37
Professionals |
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5
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We are a high energy group of business professionals who are all about helping you grow your business. We started this group to help Dunwoody/Perimeter professionals increase their success levels through networking events with other business people t…
Meetup topics:
Entrepreneur, Women Entrepreneurs, Small Business, Business Strategy and Networking, Business Referral Networking, Professional Networking, Business Networking, Building An Effective Referral Network, Find Ways to Improve and Grow Your Business, CPA, Real Estate Networking, Commercial Real Estate, Financial & Estate Planning, Chiropractic Health, Personal Trainers, Show more...Show less...
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26
Business Professionals |
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6
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Do you hear the rumble in the distance? It's the Baby Boomers, 77 million strong, marching towards retirement! Each dreaming of a retirement filled with travel, hobbies, spending more time with family and just enjoying life. However, the headwinds ar…
Meetup topics:
Baby Boomers, Personal Growth and Empowerment, Baby Boomers, Over 50, Active Seniors, Retirement Planning, Financial & Estate Planning, Real Estate Buying & Investing, Life Transitions, Retirement Joys and Challenges, Women over 50, Men Over 50, Social Networking for Seniors over 50, Show more...Show less...
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16
Members |
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7
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Private
Please join us, professionals in the estate planning arena, for breakfast once a month. Our purpose is to really get to know each other as client resources and referral sources. We participate in collaborative activities at our tables, fun introducti…
Meetup topics:
Financial & Estate Planning, Estate and Will Planning, lawyers, Wills and Trusts, Financial Advisors, Senior Real Estate Specialists SRES, Professional Networking, CPA, Attorney, Certified Public Accountants, Geriatric Care Management, Trust Estate Tax Attorneys & Accountants, Estate Planning, Show more...Show less...
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13
Professionals |
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8
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Welcome to Financial Planning 101. The purpose of this group is for members to learn and share ideas about financial planning. This group is ideally suited for those with an interest in financial planning and its various components.
Meetup topics:
Financial Planning, Financial Education, Financial Freedom, Advanced Financial Planning & Tax Strategies, Investing, Financial & Estate Planning, Estate Planning, Cash Flow, Debt Management, Life Insurance, disability insurance, Risk Management, Education Planning, Retirement Planning, Show more...Show less...
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7
Planners |
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9
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I am an estate planning attorney, qualified in California and the UK, with a masters in tax law. My estate planning practice can be found on the internet at busywills.com. I give lectures at public libraries around Los Angeles on estate planning. The…
Meetup topics:
Wealth Creation, Elder Care, Retirement Planning, Financial Education, Financial Advisors, Financial Freedom, Senior and Elder Care, Investing for Retirement, Advanced Financial Planning & Tax Strategies, Financial & Estate Planning, Trust Estate Tax Attorneys & Accountants, Estate Planning, Wills and Trusts, Living Trusts, Show more...Show less...
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5
Busy People |
Newest Meetup Groups
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May 10, 2012
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Do you hear the rumble in the distance? It's the Baby Boomers, 77 million strong, marching towards retirement! Each dreaming of a retirement filled with travel, hobbies, spending more time with family and just enjoying life. However, the headwinds ar… |
16
Members |
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May 3, 2012
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We are a high energy group of business professionals who are all about helping you grow your business. We started this group to help Dunwoody/Perimeter professionals increase their success levels through networking events with other business people t…
Meetup topics:
Entrepreneur, Women Entrepreneurs, Small Business, Business Strategy and Networking, Business Referral Networking, Professional Networking, Business Networking, Building An Effective Referral Network, Find Ways to Improve and Grow Your Business, CPA, Real Estate Networking, Commercial Real Estate, Financial & Estate Planning, Chiropractic Health, Personal Trainers
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26
Business Professionals |
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March 2, 2012
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Welcome to Financial Planning 101. The purpose of this group is for members to learn and share ideas about financial planning. This group is ideally suited for those with an interest in financial planning and its various components.
Meetup topics:
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7
Planners |
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September 30, 2011
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I am an estate planning attorney, qualified in California and the UK, with a masters in tax law. My estate planning practice can be found on the internet at busywills.com. I give lectures at public libraries around Los Angeles on estate planning. The…
Meetup topics:
Wealth Creation, Elder Care, Retirement Planning, Financial Education, Financial Advisors, Financial Freedom, Senior and Elder Care, Investing for Retirement, Advanced Financial Planning & Tax Strategies, Financial & Estate Planning, Trust Estate Tax Attorneys & Accountants, Estate Planning, Wills and Trusts, Living Trusts
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5
Busy People |
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December 15, 2010
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Private
Please join us, professionals in the estate planning arena, for breakfast once a month. Our purpose is to really get to know each other as client resources and referral sources. We participate in collaborative activities at our tables, fun introducti…
Meetup topics:
Advanced Financial Planning & Tax Strategies, Professional Networking, Certified Public Accountants, Downtown San Diego, Financial Planning, lawyers, Senior and Elder Care, Financial & Estate Planning, Wills and Trusts, Senior Real Estate Specialists SRES, CPA, Attorney, Trust Estate Tax Attorneys & Accountants, Geriatric Care Management, Estate Planning
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37
Professionals |
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December 13, 2010
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Private
Please join us, professionals in the estate planning arena, for breakfast once a month. Our purpose is to really get to know each other as client resources and referral sources. We participate in collaborative activities at our tables, fun introducti…
Meetup topics:
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13
Professionals |
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March 24, 2010
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High energy group of business professionals who are all about helping you grow your business. We started this group to help local professionals increase their success levels through networking events with other business people that drive business you…
Meetup topics:
Business Strategy and Networking, Business Networking, Business Referral Networking, Find Ways to Improve and Grow Your Business, Building An Effective Referral Network, business and career, CPA, lawn care, Financial Advisors, Financial & Estate Planning, Home Builders, Grow Your Sales, Increase Revenue, Network Marketing, Small Business Marketing Strategy
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279
Business Professionals |
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October 6, 2009
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Smart Living for Savvy Women -- Marin Savvy is a premiere network for women to learn about Home Assets, Investment, Working and Living in Marin County in a casual, catered workshop environment. Marin Savvy's mission is to empower women b… |
71
Savvy Women |
|
September 7, 2009
|
Senior Specialists Networking Group So Cal's premiere senior provider networking organization INVITES YOU TO INCREASE YOUR SENIOR CLIENT REERRAL BASE Please always RSVP by email ssngjanette@yahoo.com So. Orange County Every 2nd Thu… |
39
Members |
Cities with the most people interested in Financial & Estate Planning Meetups
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