Financial Planning

Hi All, Let’s come to this new Frenchie restaurant at 1/15 Collins Street, Melbourne for some delicious French food and drinks. They have real quality of food and the portion size is just right for tasting! You will need to transfer me $50/person to secure your seat and it will be deducted from your bill at the event. The first 10 diners, in order of rsvp will get a spot if you can make the required payment within 48hrs once placing your name on the waitlist. When payment is received, I will move your name to the going list. If you do not make payment in time. Your name will be removed to the not going list, to allow the next member in line to move forward. If you would like to re-join, feel free to re-queu your name on the waitlist. (Note: I won’t chase members privately and individually for payments for my events, and this has been like this for many years). You don’t have my banking details? Send me a message on Meetup I will respond accordingly. Cancellation policy from Frenchie: We ask that any cancellation to your reservation be made no less than 24 hours prior. For no shows or late cancellations, you will be subject to fee of $50 per person that will be applied to the (your host’s) credit card on file. I booked a table of 10 seats for our Fine Diners to try the food on their A La Carte menu. Hope we can gather 10 diners on a Monday evening! About the restaurant https://australianbartender.com.au/2026/02/23/frenchie-opens-on-collins-street-in-melbournes-cbd/ The menu: https://www.frenchierestaurant.au/the-menu Cheers, LeAnn

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LABOUR DAY PUBLIC HOLIDAY CLOSURE: THERE ARE NO POINT COOK CLASSES TONIGHT \* POINT COOK CLASSES WILL BE BACK ON MONDAY 16TH MARCH 2026

Please reserve your spot at bit.ly/bnitickets - do not RSVP here on MeetUp. Please mention Jerry invited you. BNI Momentum are a motivated group of business owners and business professionals who meet weekly to refer business to each other. (ordinarily we meet in Brighton, Bayside Melbourne). And now more than ever you can't afford to be losing connections you would have normally made face to face. BNI has embraced online networking, so come and join us! BNI is business as usual, but currently we are meeting online, and already our meetings still have the same amazing buzz with loads of Referrals, business and 1:1 meetings go ahead every week. Please arrive online by 10.15am (but from 10am) so you have plenty of time network and before our meeting officially starts at 10.30am. You will be emailed the weekly online link from the BNI Momentum Visitor Host team. So look out for an email from bnimomentumvisitorhosts@gmail.com - or please email that address if you have not received something by the Monday night before your chosen event date. Come along and network with people who want to refer you business. Learn the system, get some business education, hear from our weekly speakers. If you want to grow your business through referrals in a system guaranteed to work, then come along and see why BNI is the World's most successful networking organisation.

Meetup Event organizers wanted. If you have something to help people in this group that you want to invite them to step up as event organizer. Contact me via meetup and let me know what you have in mind organizing how often and where.

This is our monthly meetup where we hang out and chat about investing. There's no fixed format, we just meet with like-minded individuals to discuss investing strategies and stock picks, at a bar or cafe. All levels of experience welcome. Second Friday of the month. Bring laptops/tablets etc if you like because we do research.

[Cloudtech](https://www.cloudtechgroup.com.au/)[ ](https://www.cloudtechgroup.com.au/ "https://www.cloudtechgroup.com.au/")Group is proud to partner with [Crypto Consulting Institute](https://cryptoconsultinginstitute.com/)[ ](https://cryptoconsultinginstitute.com/ "https://cryptoconsultinginstitute.com/")to present a workshop on how to become a successful investor. ### **What You’ll Learn at This Private Event** * Discover how to **trade between traditional anti-inflation assets and crypto with the click of a button**. Performance allocation focus. * Why hype-driven growth strategies almost always fail **(and the sustainable alternatives that actually work).** * **The proven 5-pillar framework** for minimising risk and **maximising profitability in 2026.** * Simple, actionable takeaways that you can **instantly implement to improve your position.** * The outline of the market and **trajectory for 2026 and beyond.** * Every Participant receives an easy to follow workbook. **Who This Private Event Is For** * Serious investors seeking structured, data-driven strategies to build sustainable wealth beyond market speculation and hype. * Investors tired of conflicting advice and noise who want clear, actionable strategies to grow their wealth with confidence. * Those wanting to align with a proven 5-pillar framework that's netted $56 million in profits. * **This exclusive event isn't designed for meme-coin gamblers, get-rich-quick seekers or those chasing overnight cryptocurrency profits.** ### **About The Presenter** [Joe Shew](https://www.linkedin.com/in/joeshew-cci/ "https://www.linkedin.com/in/joeshew-cci/") is the CEO and Founder of Crypto Consulting Institute, Australia and New Zealand’s No. 1 rated crypto education company on TrustPilot. Joe started his investing journey out at the age of 12, when he invested in his first stock on the London Stock Exchange. From there he followed his passion in finance and received a **First Class with Honours Finance degree from a London University**, whilst the Global Financial Crisis was happening. This was his first glimpse into how broken the traditional banking system is. From there Joe went on to work for multi-billion dollar **New York Stock Exchange listed firm, Robert Half International (NYSE: RSI)**, where he accelerated through the ranks to become a **Division Manager of the Finance** team and one of the companies **Top 10 Global Performers within just 3 years.** With Joe’s years of stock market experience and alternative thinking, he had quietly been **getting educated in cryptocurrencies since early 2014** and was able to quit his day job, transitioning into his passion of investing and helping others grow and achieve financial freedom too… CCI is born. Over the past 9+ years, Joe and the CCI team, with a combined 71 years crypto experience, have helped thousands of day to day people transition from being ‘hope’ to sophisticated investors with his proven **5 Pillar Investment System**. In the process CCI has become the **No. 1 rated crypto education business on TrustPilot** and helped investors create over **$56 million in profits** to date and counting! To complement CCI, Joe founded **CCI Capital at the start of 2023**, a privately run multi-million dollar crypto investment fund. Joe has been featured on NASDAQ, Channel Ten, Channel Nine, Dollars With Sense TV, as well as speaking at a number of global events from Barclays Bank in London, Bitcoin and Blockchain Fair, alongside some of the biggest names in the space. **Seats are very limited so book your free VIP ticket here.** **Please note** The information provided at this event is for general informational purposes only and does not constitute financial advice. It is essential to consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results. Investments are subject to market risk, and there is no guarantee of profits. Investing involves risk, including the potential for loss of principal. You should be aware of the risks associated with investing before making any decisions. The information presented on this website is not tailored to your specific financial situation or investment objectives. It is crucial to consider your individual circumstances and risk tolerance before making any investment choices. By accepting this invitation your details will be shared with both the sponsor and the speaker organisation.

Join us for a fun-filled evening of English country dance at our class in Melbourne! Whether you're a seasoned dancer or new to the world of English country dancing, this event is perfect for all skill levels. Our experienced instructor will guide you through various English dances. Get ready to connect with fellow dancers and embrace the joy of movement in a friendly and social atmosphere. Don't miss this opportunity to get some exercise and learn new dance patterns. Meet new friends, enjoy charming music, and experience the sense of community that comes from dancing together. Come solo or bring a partner - everyone is welcome! Let's celebrate the beauty of English country dance together in Melbourne.

Join Zoe and myself for a Saturday morning Dance Fitness class at 17 Service Street, Hampton. We blend dance with pilates and strength and resistance training to help elevate your workout and boost your mood. We have around 12 people in class most days and our customers come from all over the Bayside area, not just through Meetup. Bring a water bottle, towel and a mat if you have one. Hope to see you on Saturday!!! $10 trial class available.

Enjoy a proper brunch at Brunetti’s in Moonee Ponds (have cake afterwards lol).

Welcome to Barkly's Kitchen – Italian comfort food with a twist! From loaded parmas and to irresistible pasta cobs, every bite is made with passion and flavour. Gluten-free and vegan-friendly. This is our first time checking out this venue so let's discover what it has to offer together. Why not check out their menu before you decide? https://www.barklyskitchen.com.au/uploads/b/833df860-7417-11f0-929c-037e4a93dbcf/1%20-%20Dine-in%20menu.pdf A $20 non refundable deposit is required for this event and will be refunded on the night. The deposit will be required 48 hours from RSVPing to the event or you will be moved removed from the event. Please make payment to the following account only if you are on the going list. Please note the new bank details. BSB 013125 Account 150808654 Please let me know once payment is made. PLEASE USE YOUR NAME AND VENUE AS YOUR REFERENCE. Please only RSVP to an event if you fully intend to show. Pulling out of a dinner or another booked event (with a venue) on the day is a kick in the teeth for both the venue and the organiser. I understand there are instances where this is unavoidable, but you are short changing the venue on the revenue they are reliant upon, especially when it comes to paying their staff. It may be too late to rebook those tables with other patrons. Not to mention the stress this puts the organisers under. Please be considerate.

FREE meetup. Register HERE 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp **Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies in Self-Directed Accounts** **Featuring Guest Speaker:** Amanda Holbrook (Specialized Trust Company) **Hosted by:** Columbus Investors Club ### **Event Description** Most people think retirement accounts are passive. That they’re “for later.”That you can’t touch them. That real estate and retirement money don’t mix. They’re wrong. This meetup is about how investors use **Self-Directed IRAs and Solo 401(k)s** to put retirement capital to work…**buying real estate, funding deals, and even raising private money** (the right way). ### **Featured Guest Speaker: Amanda Holbrook** We’re excited to welcome **Amanda Holbrook of Specialized Trust Company** to break this down clearly and practically…so you understand what’s allowed, how it works, and what to avoid. ### **What You’ll Learn** Amanda will walk through: **Flip inside a Self-Directed IRA or Solo-401(k)** * How to structure the deal correctly * How expenses must be handled * When UBIT may apply **Wholesale within a retirement account** * How assignments work * What type of income it creates **Use OPM (Other People’s Money) to scale** * How investors raise private money from Self-Directed IRAs * How to structure notes properly * How to fund deals inside **and** outside your own retirement account ### **The Core Idea** There is a lot of capital sitting in retirement accounts. This session shows you how real estate investors unlock it **without guessing, winging it, or accidentally creating a compliance mess.** ### **Who This Event Is For** * Investors flipping or wholesaling who want to understand self-directed rules * Anyone raising private money (or wanting more capital sources) * People with retirement funds who want them working harder than stocks/mutual funds ### **Event Details** **Location:** Ohio Brewing Company – 421 E 2nd Ave, Columbus, OH 43201 **Date & Time:** Thursday, March 26th, 6–8 PM *(Doors open at 5:30)* **Cost:** Free *(Seats are limited — RSVP required)* **Food:** Free food included **FREE meetup. Register HERE** 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp *Disclaimer: This event is for educational purposes only and is not legal, tax, or investment advice.*

**Tickets go on sale 3/12 . I will post what row to buy your ticket in then .**

**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**!

Is your business taking more of your time than you would like? [Rob Young](https://www.linkedin.com/in/cinci-robyoung/) principal at [Stage 3 Group](https://www.linkedin.com/company/stage-3-group/), hosts this workshop series and is the author of Stage 3 Success. * Provides a framework and a playbook for leaders of emerging businesses * Reviews business management tools and techniques for scaling and maturing a business * How to recognize and leverage stories hidden in financial statements * How to implement financial and operational controls and use leading indicators to spot trouble before it occurs * How to manage your time for maximum effect * How to deal with nonperforming employees * How to create standard operating procedures throughout your organization Four sessions will include two hours of content and an optional 90-minute hands-on lab. Reserve your spot via this link: https://clintonvilleba.com/calendar/#!event/2026/3/20/chaos-to-clarity-to-control ($200 for non-CABA members.)