Come join us to eat and discuss financial independence (FI) and DIY financial planning with Eric Holstein.
Every meetup, we have an open ended conversation on the many paths to financial independence and then have a targeted discussion on a topic.
In August, we’ll discuss the decision to: Create you very own Do It Yourself (DIY) financial plan.
Agenda:
-Elements of a Financial Plan
-Boldin Online DIY Financial Planning Demo
-ChatGPT Financial Planning Demo
-Project Based / On Going Fee Only Planner
-Lively Discussion Throughout
Bring a lite snack to share if you'd like or just bring yourself. You can also bring a friend who is interested in a non-judgmental place to learn and talk about money and financial independence.
We'll be meeting in the big meeting room on the right as you walk in to the Milton Abraham’s Omaha library. We're here to meet and help each other wherever we are in the path of life.
Rough Schedule:
1-1:45 PM Show up / Eat / Introductions / Talk
1:45-3:00 PM Main Topic
3:00-4:30 PM More Discussion / Eat
4:30 PM Adjourn
Also check out other Meetups in Omaha.
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