This group started in September 2007 and is dedicated to financial issues impacting residents. It is not an investment club but an educational group that meets the third Monday of each month at 7:00 p.m. at the Lodge. There are no dues and any resident of Heritage Harbour may attend.
Qualified presenters are invited to address specific issues, e.g., estate planning, taxes, the stock market, housing issues, insurance, etc. Input from the members is encouraged with respect to future speakers.