Estate Planning Meetup Groups
| Groups 15 | Members 386 | Interested 124 | Cities 13 | Countries 2 |
Largest Meetup Groups
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1
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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:
Estate Planning, Advanced Financial Planning & Tax Strategies, Trust Estate Tax Attorneys & Accountants, Attorney, Certified Public Accountants, Geriatric Care Management, Senior and Elder Care, Senior Services, Financial Advisors, Senior Real Estate Specialists SRES, Professional Fiduciary, Show more...Show less...
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126
Networking Professionals |
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2
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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:
lawyers, Legal and Business, Estate Planning, Wills and Trusts, Planned Giving, Geriatric Care Management, Senior and Elder Care, Trust Estate Tax Attorneys & Accountants, Certified Public Accountants, Financial Professionals, Medical Care for Elders, Attorney, Attorney Marketing, Senior Resources, Senior Real Estate Specialists SRES, Show more...Show less...
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59
Professionals |
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3
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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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39
Professionals |
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4
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Started in San Diego, California, with new locations every few months, our monthly meeting group invites all different professions who serve in the Estate Planning Arena. If there is no group near you, contact us to start one! Because our area of se…
Meetup topics:
Business Referral Networking, Estate Planning, Geriatric Care Management, Certified Public Accountants, Trust Estate Tax Attorneys & Accountants, Wills and Trusts, Professional Networking, Senior and Elder Care, Assisted Living, Senior Real Estate Specialists SRES, Professional Fiduciary, Senior Services, Attorney, Advanced Financial Planning & Tax Strategies, Financial Advisors, Show more...Show less...
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29
Networking Professionals |
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5
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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 correc…
Meetup topics:
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29
Members |
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6
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This group is designed to bring the best and brightest local experts and professionals to you in a free educational format. Each month will feature a professional, qualified speaker on a specific financial topic. From helping first time home buyers t… |
23
Educated Saver |
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7
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Everyone is welcomed to join this group as the discussions will include topics relevant to Boomers and others who face the problems associated with aging. That would be "everyone", because one thing is certain, we all face "death and taxes". We will…
Meetup topics:
Baby Boomers, Financial Education, Geriatric Care Management, Self-Improvement, Spiritual Growth and Transformation, Self Empowerment & Exploration, Baby Boomer Issues, Baby Boomer Discussions, Networking for Boomers, Estate Planning, Retirement: A Time for Life Expansion & Creativity, Retirement topics, Retirement Joys and Challenges, Senior and Elder Care, Single Seniors, Show more...Show less...
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21
Members |
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8
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Alexandria Bar Association Committee
Meetup topics:
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20
Members |
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9
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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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10
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Women and Money is a group dedicated to raising awareness of women's financial issues and providing user-friendly education. Women have critical issues and special interests not adequately addressed by mainstream media or financial professionals. Wom… |
8
Members |
Newest Meetup Groups
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January 12, 2012
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Everyone is welcomed to join this group as the discussions will include topics relevant to Boomers and others who face the problems associated with aging. That would be "everyone", because one thing is certain, we all face "death and taxes". We will…
Meetup topics:
Baby Boomers, Financial Education, Geriatric Care Management, Self-Improvement, Spiritual Growth and Transformation, Self Empowerment & Exploration, Baby Boomer Issues, Baby Boomer Discussions, Networking for Boomers, Estate Planning, Retirement: A Time for Life Expansion & Creativity, Retirement topics, Retirement Joys and Challenges, Senior and Elder Care, Single Seniors
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21
Members |
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January 8, 2012
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Private
I am an associate of the Irish Tax Institute and I offer tax advice to anyone that is intending to make a gift or leave an inheritance. Get an estimate of how much Capital Gains Tax is payable by you on donating a gift Get an estimate of how much Cap… |
2
taxplanners |
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December 5, 2011
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Women and Money is a group dedicated to raising awareness of women's financial issues and providing user-friendly education. Women have critical issues and special interests not adequately addressed by mainstream media or financial professionals. Wom… |
8
Members |
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October 21, 2011
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This is a group to get together and talk about how important investing money in the right way is for our loved ones futures.
Meetup topics:
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6
Members |
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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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4
Busy People |
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June 21, 2011
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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 correc… |
29
Members |
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June 13, 2011
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This group is designed to bring the best and brightest local experts and professionals to you in a free educational format. Each month will feature a professional, qualified speaker on a specific financial topic. From helping first time home buyers t… |
23
Educated Saver |
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May 3, 2011
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Laser-simulated shooting range located in a Laguna Hills law office. No real firearms. No ammo wasted. No cleanup necessary. No hearing protection necessary. Learn the Three Secrets of Shooting with moving and transitional targets. More fun than…
Meetup topics:
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1
Member |
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April 12, 2011
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Started in San Diego, California, with new locations every few months, our monthly meeting group invites all different professions who serve in the Estate Planning Arena. If there is no group near you, contact us to start one! Because our area of se…
Meetup topics:
Business Referral Networking, Estate Planning, Geriatric Care Management, Certified Public Accountants, Trust Estate Tax Attorneys & Accountants, Wills and Trusts, Professional Networking, Senior and Elder Care, Assisted Living, Senior Real Estate Specialists SRES, Professional Fiduciary, Senior Services, Attorney, Advanced Financial Planning & Tax Strategies, Financial Advisors
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29
Networking Professionals |
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February 10, 2011
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Alexandria Bar Association Committee
Meetup topics:
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20
Members |
Cities with the most people interested in Estate Planning Meetups
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1 interested |
