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Financial Planning

Meet other local people interested in Financial Planning: share experiences, inspire and encourage each other! Join a Financial Planning group.
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Frequently Asked Questions

Yes! Check out financial planning events happening today here. These are in-person gatherings where you can meet fellow enthusiasts and participate in activities right now.

Discover all the financial planning events taking place this week here. Plan ahead and join exciting meetups throughout the week.

Absolutely! Find financial planning events near your location here. Connect with your local community and discover events within your area.

Financial Planning Events Today

Join in-person Financial Planning events happening right now

FREE GENDER BALANCED Speed Friending Language Exchange LAST ENTRY 8.30PM FRI SAT
FREE GENDER BALANCED Speed Friending Language Exchange LAST ENTRY 8.30PM FRI SAT
TO MAINTAIN A GENDER BALANCE ALL MALES MUST ATTEND WITH A FEMALE FRIEND, NO EXCEPTIONS. All females are welcome to attend alone but encouraged to attend with a female friend too for free drinks and food! MUST TAP “ATTEND” and include all guests. UNLIKE other meetups which are overwhelmingly male dominant, we provide ONLY gender balanced events where females also have a chance to meet other females, not only men. 8PM EVERY FRIDAY & SATURDAY (LAST ENTRY STRICTLY 8.30PM) AT 215 QUEEN’S
Bucket list opportunity - Dinner at Vue de Monde
Bucket list opportunity - Dinner at Vue de Monde
Vue de Monde needs little introduction. It has been synonymous with Melbourne dining for over 20 years, continuing to present beautiful food that not only appeals to a sense of luxury but also honesty, integrity and an inherent natural flavour. In 2025, it was again awarded three Hats. I’ve booked for 6 Fine Diners to enjoy the set menu at $380 per person for dinner from 6pm on Saturday 18 April. 
Join the waitlist to express interest. Once I have names in the waitlist, I’ll send you a ‘Meetup Message’ to confirm if you have a spot and how to pay. The last minute cancellation fee is the full $380 menu cost, I’m asking for an initial $100 deposit to secure your seat and then I’ll follow up for the $280 balance one week prior to the event. This will be deducted from your bill on the night. Once the deposit is paid, I’ll move you from the waitlist to going. Vue de Monde is a bucket-list venue, so this event will be in demand. Please check that you don’t have your settings blocking messages; if I can’t contact you I’ll have to move on to the next person. Also if you don’t respond to my message within 3 days, I’ll let you know that I’m offering the seat to the next person on the waitlist. 
Thanks everyone!
FREE GENDER BALANCED Professional Networking LAST ENTRY 8.30PM FRI SAT
FREE GENDER BALANCED Professional Networking LAST ENTRY 8.30PM FRI SAT
TO MAINTAIN A GENDER BALANCE ALL MALES MUST ATTEND WITH A FEMALE FRIEND, NO EXCEPTIONS. All females are welcome to attend alone but encouraged to attend with a female friend too for free drinks and food! MUST TAP “ATTEND” and include all guests. UNLIKE other meetups which are overwhelmingly male dominant, we provide ONLY gender balanced events where females also have a chance to meet other females, not only men. 8PM EVERY FRIDAY & SATURDAY (LAST ENTRY STRICTLY 8.30PM) AT 215 QUEEN’S
Bistro Dinner HIGHETT
Bistro Dinner HIGHETT
FREE GENDER BALANCED Asian Social & introverts meetup LAST ENTRY 8.30PM
FREE GENDER BALANCED Asian Social & introverts meetup LAST ENTRY 8.30PM
TO MAINTAIN A GENDER BALANCE ALL MALES MUST ATTEND WITH A FEMALE FRIEND, NO EXCEPTIONS. All females are welcome to attend alone but encouraged to attend with a female friend too for free drinks and food! MUST TAP “ATTEND” and include all guests. UNLIKE other meetups which are overwhelmingly male dominant, we provide ONLY gender balanced events where females also have a chance to meet other females, not only men. 8PM EVERY FRIDAY & SATURDAY (LAST ENTRY STRICTLY 8.30PM) AT 215 QUEEN’S Come make new friends from Asia and other countries! This event takes place in a DEDICATED AREA of the venue.

Financial Planning Events This Week

Discover what is happening in the next few days

Structured Social Catchup at Sandringham library
Structured Social Catchup at Sandringham library
**What's going to happen?** There are 4 activities to choose from: **Connection Carousel** (structured conversations), a **Board Game Table**, a **Choose Your Own Adventure** hangout area, and a **Quiet Retreat Space**. Refer to the [detailed plan here](https://docs.google.com/document/d/1nVbe9zl_dzniTTEavz97LWCWiHfefDZZILYXjVxrAMs/edit?usp=sharing). **Where is it?** It's in the Sandringham Library event space, a short walk from Sandringham railway station. Refer to the [visual directions here to find it](https://docs.google.com/document/d/1nVbe9zl_dzniTTEavz97LWCWiHfefDZZILYXjVxrAMs/edit?usp=sharing). **Who's it for?** Whether you have Adult ADD/ADHD, ADHD, Autism, or identify with any other neurodivergent traits, this event is a safe space for open discussions and support. Connect with like-minded individuals, share experiences, and learn from each other's unique perspectives on living with neurodivergence. Our goal is to foster a community where everyone feels accepted, understood, and empowered. Come spice up your neurodivergent journey with us!
TechWalking - Networking Event for Tech Professionals
TechWalking - Networking Event for Tech Professionals
**"TechWalking" - Networking + Walking** Are you a tech professional looking to network beyond the screen? Look no further than my upcoming #TechWalking event! ‍♀️ Join us for a refreshing walk around the scenic Albert Park Lake. It’s the perfect chance to connect with industry peers while getting in some steps! I know many of you have been tuning in to my online events, but we've never had the opportunity to meet in person. Let's change that! Check out the video from the last event: https://www.youtube.com/shorts/JOva9E3XYhE We'll kick things off at **10 am sharp** at the Albert Park Fitness Station. Please, don't be late! We're hitting the trail around the lake as soon as we gather. And trust me, you won't want to miss it – unless you're up for a bit of a sprint to catch up! (we're going anti-clockwise) This event is pet and kid-friendly, as long as your little ones and furry friends can manage a 5 km walk, they're more than welcome to join. Looking forward to meeting you all in real life! Join the TechWalking group on LinkedIn! [https://www.linkedin.com/groups/14477058/](https://www.linkedin.com/groups/14477058/) \*\*\* Follow me on LinkedIn for more information: [https://www.linkedin.com/in/yana-martens/](https://www.linkedin.com/in/yana-martens/) Just moved to Australia? Grab your FREE guide to land your tech job! [https://yanamartens.com/first-tech-job-in-australia/](https://yanamartens.com/first-tech-job-in-australia/) Subscribe to YouTube Channel: [https://www.youtube.com/@ITCareerinAustralia](https://www.youtube.com/@ITCareerinAustralia)
Pick a Plate: Infuse, Greensborough
Pick a Plate: Infuse, Greensborough
Dinner @ Hochi Mama Richmond
Dinner @ Hochi Mama Richmond
Let's go back to Hochi Mama...but we'll check out the Richmond one (I'm not sure the menu is that different). We can have the [Favourite Feast group menu](https://hochimama.com.au/wp-content/uploads/2025/07/SG030725_CBD-BANQ.pdf) at $75pp (second page). As usual, a $20 deposit will be required to secure your spot. this will be returned to you on the night, or if you change your RSVP with at least 48hr notice. And if anyone is interested in gelato afterwards...piccolina and messina are a short walk away. see you there! Priscila

Financial Planning Events Near You

Connect with your local Financial Planning community

Investing & Personal Finance Meeting
Investing & Personal Finance Meeting
If you are interested in selecting investment choices for your 401(k) or other workplace savings plan, minimizing your income tax liability, or identifying the most effective investments for your brokerage account, we are the group for you. We are a local chapter of Bogleheads, whose investment strategy can be found here: https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy Or you can peruse the Boglehead forum here: https://www.bogleheads.org/index.php I look forward to seeing you there. Mark Vonder Haar
Columbus Women's Investing & Personal Finance Meeting
Columbus Women's Investing & Personal Finance Meeting
**Welcome to the Women’s Columbus Bogleheads® Sub-Group** This sub-group is for **women who want to learn and discuss finances in a safe, supportive space**. For those interested in moving towards financial independence and retirement by learning investment basics, choosing your 401(k) investments, minimizing taxes, and more. We’re a local chapter of **Bogleheads®**, following a long-term, practical investment philosophy: [Investment Philosophy](https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy): https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy [Bogleheads Forum](https://www.bogleheads.org/index.php): https://www.bogleheads.org/index.php No question is too small, and no experience is too simple. Share, ask, and learn — at your own pace, without judgment, in a group of like-minded women. Let’s build confidence and knowledge **together**!
Afternoon Coffee Break!
(craft and chit chat included)🤣☕️🤗
Afternoon Coffee Break! (craft and chit chat included)🤣☕️🤗
**Let’s catch up and take an afternoon break.** **Grab a coffee or snack and let’s chit chat! Gayle and I will bring adult coloring books and/or a simple craft if you’d like to unwind and relax.😊**
🌿 EFT Tapping Workshop: Reduce Stress & Restore Balance
🌿 EFT Tapping Workshop: Reduce Stress & Restore Balance
**Hosted by Unity of Columbus \| Facilitated by Carisa Holmes\, EFT Practitioner** Join us for a powerful and uplifting workshop where you’ll be introduced to **Emotional Freedom Techniques (EFT), also known as tapping**—a simple, effective method that helps release stress, calm the mind, and restore emotional balance. In today’s fast-paced world, many of us carry tension, anxiety, and emotional blocks that impact our well-being. This interactive session will guide you through practical techniques you can use anytime to create a sense of peace and clarity.
How to Structure Real Estate Deals Using Seller Finance and Notes
How to Structure Real Estate Deals Using Seller Finance and Notes
Learn how seller finance and notes can create cash flow and new deal opportunities with 40-year investor Eddie Speed **FREE TICKET** 🎟️ https://www.eventbrite.com/e/how-to-structure-real-estate-deals-using-seller-finance-and-notes-tickets-1984826171509?aff=cicmeetupapp Most real estate investors only know one way to make money: Buy the property. Fix the property. Rent it or sell it. But there’s another side of real estate that can create cash flow, flexibility, and opportunity without only focusing on owning more property. At this month’s Columbus Investors Club, Tiffany and Josh High are sitting down with Eddie Speed - a real estate veteran with 40 years of experience who has closed more than 50,000 note deals. He has spent decades helping investors understand how to structure deals through seller finance and notes, and how to think more like the bank instead of just the buyer. This will be a practical conversation around a part of real estate most people have heard about, but very few truly understand. If you’ve ever wanted to know how to create more opportunities in deals, generate cash flow in a different way, or understand how seller finance actually works in the real world, this is a night you want to be in the room for. You’ll walk away thinking about deals differently, seeing new possibilities, and understanding how creative structuring can open doors that traditional investing alone can’t. **What You’ll Learn** * How seller finance works in real estate deals * How notes fit into real estate and create opportunity * How to structure deals more creatively * How investors generate cash flow by focusing on the payment * How to think like the bank instead of only focusing on owning the property * How this strategy can create flexibility in today’s market **Open Q&A - Ask Eddie Anything About** * Seller finance and how to use it in real deals * How notes work in a practical, beginner-friendly way * Creating cash flow without only relying on rentals * Structuring deals that others might miss * How experienced investors think differently about financing * Common mistakes investors make when they only focus on the property **Why You Should Be in the Room** Because the investors who win in the long run know how to do more than just buy houses. They know how to structure.They know how to create terms.They know how to see opportunities other people miss. This is the kind of conversation that can expand the way you think about real estate entirely. Come ready to learn, ask questions, take notes, and connect with people who are serious about growing in this business. **Reserve your free seat now - and be part of the conversation.** Grab your spot here ➡️ https://www.eventbrite.com/e/how-to-structure-real-estate-deals-using-seller-finance-and-notes-tickets-1984826171509?aff=cicmeetupapp
Monthly Game Day!!
🃏🀄️🎲
Monthly Game Day!! 🃏🀄️🎲
**Let’s have lunch and have some extra fun! Bring your favorite game! 🥳**
FYI Worthington Precycle Day
FYI Worthington Precycle Day