| Groups 13 | Members 231 | Interested 39 | Cities 11 | Countries 3 |
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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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62
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… |
40
Networking 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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37
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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34
Networking Professionals |
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5
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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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6
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We want to discover an holistic approach to planning for a bright future. We will answer the following questions: What are the right diet and exercise options for me? How can I avoid the diseases associated with aging? How can I ensure that my financ… |
9
Smart Planners |
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7
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An opportunity for senior care (Case managers, discharge planners, social workers, DME providers, Estate Planners, Eldercare Attorneys, Geriatric Care Professionals, Hospice Agencies, Home Health Care professionals, etc.) professionals throughout Che…
Meetup topics:
Adults Taking Care of Aging Parents, Retirement Planning, Professional Networking, Estate Planning, Aging Parents, Dementia, Wills and Trusts, Alzheimer's Disease, Trust Estate Tax Attorneys & Accountants, Geriatric Care Management, Senior and Elder Care, homecare services, Elder Care, Caregivers to Seniors, Community Service to Seniors, Show more...Show less...
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8
Senior Care Professionals |
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8
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Did your Mom tell you to wear clean underwear when you went out so that you could be prepared for anything? While you can’t fully control many unfortunate life occurrences, such as death or divorce, you can plan for their possibility. An unexpected l… |
8
Planners |
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9
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Private
I am a financial professional who sees the needs of the baby-boomer market is more than just what I do (Long Term Care & Financial Services), and should include education in many areas. I want to create a group of other trustworthy, like-minded, prof…
Meetup topics:
Professional Networking, Aging Parent Support, Women Entrepreneurs, Baby Boomers, Adults Taking Care of Aging Parents, Trust Estate Tax Attorneys & Accountants, Seminars and workshops, Senior and Elder Care, Active Seniors, Income Tax Planning in Retirement, Active adult community, CPA, Wills and Trusts, Business Strategy and Networking, Leadership, Show more...Show less...
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7
Let's Make a Difference! |
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10
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When our moms told us to "Wear Clean Underwear" when we go out, they meant to be prepared for anything. As a parent, there are important legal planning steps for you to take to be prepared for anything...even the worst. This is a Meetup for Longmon…
Meetup topics:
Women's Social, Parenting & Family, Hip Mama, Working Moms, Stay at Home Parents, Mother's group, Working and Stay at Home Moms, Wills and Trusts, Estate Planning, Natural Mothering, Conscious Parenting, Single Parents, Divorced Parents, Widowed Parents, Non-traditional Families, Parenting, Show more...Show less...
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5
Parents |
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May 4, 2012
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Description: Providers of advice, assistance, caregiving, nursing, medical attention and payment sources for ill, disabled, accident victim, and frail persons network in order to provide continuity of care for their community. Your company is one of…
Meetup topics:
Caregivers to Seniors, Elder Care, Wills and Trusts, Financial Planning, Caregivers, Retirement Planning, Trust Estate Tax Attorneys & Accountants, Alzheimer's Disease, Adults Taking Care of Aging Parents, Geriatric Care Management, Senior and Elder Care, Paying for Healthcare, Long Term Care, Long Term Care Insurance, Reverse mortgages
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1
Member |
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May 3, 2012
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Private
I am a financial professional who sees the needs of the baby-boomer market is more than just what I do (Long Term Care & Financial Services), and should include education in many areas. I want to create a group of other trustworthy, like-minded, prof…
Meetup topics:
Professional Networking, Aging Parent Support, Women Entrepreneurs, Baby Boomers, Adults Taking Care of Aging Parents, Trust Estate Tax Attorneys & Accountants, Seminars and workshops, Senior and Elder Care, Active Seniors, Income Tax Planning in Retirement, Active adult community, CPA, Wills and Trusts, Business Strategy and Networking, Leadership
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7
Let's Make a Difference! |
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April 5, 2012
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Did your Mom tell you to wear clean underwear when you went out so that you could be prepared for anything? While you can’t fully control many unfortunate life occurrences, such as death or divorce, you can plan for their possibility. An unexpected l… |
8
Planners |
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March 1, 2012
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An opportunity for senior care (Case managers, discharge planners, social workers, DME providers, Estate Planners, Eldercare Attorneys, Geriatric Care Professionals, Hospice Agencies, Home Health Care professionals, etc.) professionals throughout Che…
Meetup topics:
Adults Taking Care of Aging Parents, Retirement Planning, Professional Networking, Estate Planning, Aging Parents, Dementia, Wills and Trusts, Alzheimer's Disease, Trust Estate Tax Attorneys & Accountants, Geriatric Care Management, Senior and Elder Care, homecare services, Elder Care, Caregivers to Seniors, Community Service to Seniors
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8
Senior Care Professionals |
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January 4, 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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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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April 18, 2011
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We want to discover an holistic approach to planning for a bright future. We will answer the following questions: What are the right diet and exercise options for me? How can I avoid the diseases associated with aging? How can I ensure that my financ… |
9
Smart Planners |
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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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34
Networking Professionals |
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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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4 interested | |
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2 interested | |
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2 interested | |
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1 interested | |
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1 interested | |
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6
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1 interested | |
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7
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1 interested | |
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8
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1 interested | |
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9
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1 interested | |
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10
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1 interested | |
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11
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1 interested | |
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12
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1 interested | |
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13
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1 interested | |
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14
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1 interested | |
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15
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1 interested | |
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16
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1 interested | |
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17
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1 interested | |
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18
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1 interested | |
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1 interested | |
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20
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1 interested |