Financial Professionals Meetup Groups
| Groups 3 | Members 115 | Interested 18 | Cities 3 | 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:
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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64
Professionals |
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2
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OC Financial Professionals is a networking group of motivated individuals in professions such as accounting, financial analysis, corporate finance, real estate finance, investment finance and wealth management, economics, tax, mergers and acquisition…
Meetup topics:
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41
Finance Pros |
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3
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Are you a financial planner, financial consultant, mortgage agent/broker or an insurance sales person and frustrated with the industry? If you, like we have over the past 2 decades, found it increasingly difficult to appease both your clients' and yo… |
10
Financial Professionals |
Newest Meetup Groups
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May 9, 2012
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Are you a financial planner, financial consultant, mortgage agent/broker or an insurance sales person and frustrated with the industry? If you, like we have over the past 2 decades, found it increasingly difficult to appease both your clients' and yo… |
10
Financial Professionals |
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July 7, 2010
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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
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64
Professionals |
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April 17, 2010
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OC Financial Professionals is a networking group of motivated individuals in professions such as accounting, financial analysis, corporate finance, real estate finance, investment finance and wealth management, economics, tax, mergers and acquisition…
Meetup topics:
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41
Finance Pros |
Cities with the most people interested in Financial Professionals Meetups
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1 interested |
