This group will provide members with practical financial knowledge: Knowledge that will help them improve their relationship with money.  Knowledge to help them use money as a tool for living a more meaningful and fulfilling life. Two of the goals are to take members behind the scenes and show them how Wall Street really works, and to help them explore how their unconscious decisions affect their financial health. We will host workshops on a variety of topics to broaden your understandin …

This group is for anyone who has the responsibility of providing for the care of their parents or other family members. Topics will include: how to avoid elder fraud, how to maximize benefits from Social Security or Medicare, how to choose the correct nursing home, how to work with professional caregivers, how to recognize memory issues with our parents, and other topics you may wish to hear about.

A forum to discuss ideas we've heard, concerns we have, and suggestions to get from here to there. This will be a limited term guided discussion group with the topics selected by the members.  I am dismayed to see that women are not ready for retirement and am interested in learning why. No sales pitches permitted. Who - Confused by too much information; 401k now a 201k; just looking for ideas Why - we need a format to discuss ideas and resources in an unbiased manner and where no one is trying …

************************ Please read below, but first, here is a list of industries currently represented (no overlap allowed) in our group: Estate Planning & Business Law; Restaurant/Catering; Employee Benefits; General Insurance; Financial Planning/Asset Management; In-Home Jewelry Rep; Graphic Designer; Photographer; Internet Marketing; Home Cleaning & Seasonal Decorating; CPA/Tax Prep (book keeper slot is available); Banking; Chiropractic; Wedding Photography   ************************ …

Easth Bay Referral Mixers is a community made up of local business owners and professionals in the East Bay that gather regularly (6-12x a year) for LARGE (100's of local business owners / professionals) Referral Mixers.   Held at a private venue, the mixers bring hundreds of local business owners and professionals together in a fun, social collaborative environment designed to help members get to know one another and actively look to drive referral business to one another.   Being part of o …

… We give leads and referrals to each other and we help educate one another by inviting key note specialist-members in different areas of expertise, such as financial planning, health and wellness and other subjects of interest. As a member, after your third attendance, you have an opportunity to run a presentation showing your products and services or give an expert presentation.  You also have an opportunity to explain your business in depth and answer any questions that other members may have. …

South Bay Referral Mixers is a community made up of local business owners and professionals in the South Bay that gather regularly (6-12x a year) for LARGE (100's of local business owners / professionals) Referral Mixers. Held at a private venue, the mixers bring hundreds of local business owners and professionals together in a fun, social collaborative environment designed to help members get to know one another and actively look to drive referral business to one another. Being part of our gu …

Why? With how fast home solar is catching on and those ways we hear about out there that cost little or nothing to install, we need an easier, objective way to see how today's affordable rooftop solar works and saves! A brief get-together with good people and snacks just sounded a lot better than trying to do a google solar search or calling up a solar company to see how solar savings works. How? I'll facillitate occassional meetings and Q&A here in Tri-Valley, but from an independent, objective …

WE WILL BE SCHEDULING MEETUPS VERY SOON. PLEASE JOIN THE GROUP TO GET UPDATES! THANK YOU. Purpose : Training in Finances. Educational and Networking Events for Like Minded People who Have Wealth and Are Accumulating Wealth and Intend to Keep Their Wealth and Finances in good shape. We started this financial education training meetup to give a venue for the dissemination of information that will help one make money and keep it legally and with full integrity. Who should join: People who have and …

I am going through a divorce after many years of marriage and relaized how tough it is especially in the bay area and how lonely it makes you feel as you navigate the process. So I want to create a safe place where other folks who have gone through this process or planning to do it can come together and share experiences, tips and offer friendship and support to each other. All are Welcome.

… We Are Making A Difference and our financial are transparent, in fact they are public to our members. Come Back Soon - We will update often.

We help people learn how to make their money work for them. If you have questions about your 401k, IRA, annuity, etc. come prepared to ask. If you are interested in learning more about retirement vehicles and principles of money, join us. This is NOT a sales pitch, this is purely educational.

… The Cashflow Quadrant remains an accurate measure for financial success. If you are NOT running a small business today, you're spending too much in taxes, and depending too much on your employer to "take care of you". We, Americans, need to get back that culture of CREATING, INNOVATING and establishing a LEGACY for our families! Let's face it though...we're talking about RISK! It's a scary thought for many to venture outside the "safety" of a job. Learn how others are making that transition. He …

… If you are single or solo and hate paying single supplement fees, begging friends to go on vacation, or just don't like planning trips we are the group for you! This is also a great club to find travel partners for trips you develop and need people to join! Please feel free to post your upcoming trips or dream destinations if you're looking for a travel buddy.  It will be up to you to follow up with those who are interested and each member is responsible for making his/her own arrangements. I wi …