This group cycles through 9 core topics in Financial Planning from September through June of each year, facilitated by retired financial planner Fred Smith. Topics include Investing, Retirement Planning, Taxes, Insurance and Estate Planning. Attendees often repeat the cycle each year with Fred as we take away new nuggets from each discussion group. Join us mid-cycle at any time.
The finance, real estate, and technology (FInTech and RealTech) group, hosted by Bobby Sharma and Roland Chow, features speakers and discussions on current and emerging trends at the intersection of finance and technology and how consumers can benefit. Technology is already disrupting investment, banking, insurance, real estate, and everyday finance.
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This group has a separate Meetup.