Professional Fiduciary Meetup Groups
| Groups 4 | Members 235 | Interested 38 | Cities 2 | Country 1 |
Largest Meetup Groups
|
1
|
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...
|
144
Networking Professionals |
|
2
|
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 |
|
3
|
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...
|
34
Networking Professionals |
|
4
|
Many CPAs, Attorneys, Real Estate Professionals, Advisors and Financial Planners do not currently work in conjunction with each other. Yet many Investors say that is exactly what they need their CPAs, Attorneys, Real Estate Professionals, Advisors an… |
17
Portfolio Builders |
Newest Meetup Groups
|
March 27, 2012
|
Many CPAs, Attorneys, Real Estate Professionals, Advisors and Financial Planners do not currently work in conjunction with each other. Yet many Investors say that is exactly what they need their CPAs, Attorneys, Real Estate Professionals, Advisors an… |
17
Portfolio Builders |
|
April 12, 2011
|
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
|
34
Networking Professionals |
|
September 14, 2010
|
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 |
|
July 21, 2010
|
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:
|
144
Networking Professionals |
Cities with the most people interested in Professional Fiduciary Meetups
|
1
|
14 interested | |
|
2
|
3 interested | |
|
3
|
2 interested | |
|
4
|
1 interested | |
|
5
|
1 interested | |
|
6
|
1 interested | |
|
7
|
1 interested | |
|
8
|
1 interested | |
|
9
|
1 interested | |
|
10
|
1 interested | |
|
11
|
1 interested | |
|
12
|
1 interested | |
|
13
|
1 interested | |
|
14
|
1 interested | |
|
15
|
1 interested | |
|
16
|
1 interested | |
|
17
|
1 interested | |
|
18
|
1 interested | |
|
19
|
1 interested | |
|
20
|
1 interested |
