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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

Monthly meetup
Monthly meetup
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.
Brunch at Six Points, Moonee Ponds
Brunch at Six Points, Moonee Ponds
Enjoy brunch at this local fav with the Saturday crew
English dance in Melbourne
English dance in Melbourne
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.
Monthly Social in the Northern Suburbs - Moon Dog - Preston
Monthly Social in the Northern Suburbs - Moon Dog - Preston
Our monthly Northern social is held at Moon Dog World in Preston. Moon Dog World is a brewery, restaurant and bar with a lagoon, waterfall, hidden tiki bar and much more! Atmosphere is on the family restaurant side (dogs and kids a plenty!) but still a fun tropical style environment. Food is better than standard pub fare with exotic flavours and generous serves. Fun for pretty much everyone, so come along and enjoy it with us. Do you live in the Northern or perhaps even the Western suburbs and are interested in catching-up with like minded people? Come along for dinner and meet some friendly people. Our group is informal and open to all. We pay for own food and drinks individually and there is no charge for the organisation of the events. It is a great opportunity to meet others with an emphasis on fun and supporting each other. So whether you choose to come at the start for dinner or later on for drinks, we hope to see you. If something comes up and you can no longer make it, then you can easy change your RSVP to not going. I am looking forward to catching up with those who can make it, Chris
Saturday Morning Dance Fitness
Saturday Morning Dance Fitness
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.
The Six menu at the second last day of IDES.
The Six menu at the second last day of IDES.
Hi all, Note: ensure to read the RSVP rules below on how to secure your spot for this event (Ides restaurant closing) after placing your name on the waitlist. Some may have heard of the news that IDES’ last day is on the 14th March 2026 and the early session times were quickly taken on this day after their closure announcement. https://www.broadsheet.com.au/melbourne/food-and-drink/article/peter-gunn-to-close-ides-in-march, https://www.theage.com.au/goodfood/melbourne-eating-out/it-may-have-dropped-the-degustation-and-a-hat-but-this-fine-diner-is-still-a-winner-20260119-p5nv5k.html I managed to reserve a table of 6 for The Six sample menu at 6:30pm, Friday 13th March 2026. Those members who attended the farewell dinner at ides 2 years ago marking the founder’s (also group organizer) resignation from her Fine Diners group, would appreciate how nice Ides restaurant was/is. On this day the new organiser/s was/were also appointed for our group…the drum rolled and coronation was officially announced. Anyways, back to the dinner at Ides- Steps required to secure your seat to attend this event: •Payment is required in order of RSVP. (Click on the waitlist to view the number in the queue next to your name) •The first 6 members on the waitlist have 48 hours to make payment in full after placing your name on waitlist •If payment is not made within this timeframe, you will have to give up your sport to the next member in line (eg member on queue number 7th) or you will be removed to "not going list" and if you wish to attend, feel free to re-place your name on the going list to re-queue •Once payment is received I will move your name across to the going list. •Cost of dinner: The Six set menu and the Black Box is $188.70/person including card surcharge for food only. Drinks not included and can be purchased on the evening. >>>>If you change your mind or cancel and are not attending in less than 48 hours' notice before the scheduled event or you are at risk of a cancellation fee of the full price of the reserved menu per person. Time etiquette: A strict 3-hour dining time has been allocated for us. Please arrive early or on time. (I have reserved a table for 6 - please read the RSVP rules above to lock in your spot) (Most likely I won't be able to make it, but I will be meeting you there to finalise the bill for food that you paid me once everyone is arrived and seated. It’s similar to what I have done for the members for the Duck event at Aru last year I hope you can make it. Cheers, LeAnn More about Ides: https://www.timeout.com/melbourne/restaurants/i
Bitcoin Pub Meetup
Bitcoin Pub Meetup
Let's drink to **Internet Money and the quiet revolution**! Come and meet like-minded people and learn about bitcoin. This night is for newbies and regulars alike (don't worry, we don't bite!). Note that this is a very informal event, so you may need to ask the bar staff to find where the group is. There are no speakers or activities, just a casual pub session. \*NOTE: The Fox Hotel accepts Bitcoin via the lightning network, so come with sats! An easy way to get started is to download a compatible wallet, for example Wallet of Satoshi. This is the regular monthly pub session for the Melbourne Bitcoin community. We recommend new comers check out https://bitcoin.rocks/ and https://bitcoin-intro.com Find out more by visiting our telegram chat channel: https://t.me/btcmelbourne *(yes, telegram is not our favourite solution, but it's stuck so far)*

Financial Planning Events This Week

Discover what is happening in the next few days

Phirse Iftar 2026 at Coburg
Phirse Iftar 2026 at Coburg
Saturday Morning Walk @ Ruffey Lake Park Templestowe 3106  🙋🏻‍♀️
Saturday Morning Walk @ Ruffey Lake Park Templestowe 3106 🙋🏻‍♀️
Hi Radiant Ladies, Join us for a refreshing Saturday walk at Ruffey Lake Park. 👭 Walk at your own pace 🐕 Dogs welcome ☕ Coffee after 🌦️ We walk every Saturday (unless it’s pouring) New ladies welcome. See you! 
Leanne & Lyn 💕
NuCalm - Brain Health
NuCalm - Brain Health
NuCalm is a patented, drug-free neuroscience technology designed to rapidly reduce stress, improve sleep quality, and aid recovery by shifting the body from a "fight-or-flight" state to a deeply relaxed parasympathetic state within minutes. [https://stamina.xosialx.com/nucalm.html](https://stamina.xosialx.com/nucalm.html) It uses neuroacoustic software, a biosignal processing disc, and light-blocking eye masks to guide brain waves from active beta states down to alpha/theta (relaxation/meditation) levels NuCalm uses a patented, clinically proven pitch and frequency matrix with non-linear oscillating algorithms to safely present your brain with precise signals, prompting what is known as a frequency-following response. Your brain synchronizes with the incoming NuCalm signals helping you naturally and effortlessly manage your state of mind by speeding up or slowing down your brain wave frequencies. NuCalm has mapped all of your brain wave frequency zones and created products to safely and predictably guide you to whatever mental state you desire. The amazing thing is, NuCalm is all-natural and works every time you use it within minutes. The best thing to do now is to watch the video on the website and download the NuCalm app. All you need is a headset and eye mask. This app purchase is covered with a 30-day money-back guarantee. Get started today and FEEL the difference even 15 minutes can make. WATCH THE VIDEO ON THE WEBSITE. [https://stamina.xosialx.com/nucalm.html](https://stamina.xosialx.com/nucalm.html)
Dinner @ Hazel
Dinner @ Hazel
Happy New Year! Apologies for the radio silence. I've been MIA for the last couple of months...life and all. But now I'm back to it. Let's start the year by trying out Hazel. Here's the group [MENU](https://hazelrestaurant.com.au/wp-content/uploads/2026/02/HAZEL-Chefs-Menu-A5-90.pdf) at $95pp. As usual, a $20 deposit will be required to secure your spot (to avoid no-shows and last minute cancellations). This will be returned to you on the night, or if you change your RSVP with at least 48hr notice. See you there! Priscila
Rocky Ridge Brewery
Rocky Ridge Brewery
Sunday arvo, $7 pints, live music, what more could you want! Rocky Ridge Brewery, which has taken over from Thunder Road Brewery, offers a bunch of boutique craft beers. So come join us for a drink or three and banter!

Financial Planning Events Near You

Connect with your local Financial Planning community

Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies
Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies
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.*
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**!
Cashflow 101 Networking Experience
Cashflow 101 Networking Experience
📢 **RSVP Required - Limited Capacity** 🎟️ Please note that due to limited capacity, we cannot guarantee entry, food, or seating. Kindly understand that space is limited. Join us for a **FREE public event** with provided **refreshments**! Get ready for an exciting game meetup! We're thrilled to have you join us. Rest assured, we have ample space to accommodate multiple game playing. Game time: **2 pm to 5 pm**. Remember, just like in real life, you don't have to arrive on time to start playing. Here's the detailed **Agenda**: **1:45 pm - 2:00 pm: Opening & Setup** **2:00 pm - 2:30 pm: Food & Networking** **2:30 pm - 3:45 pm: Game Talk** **3:45 pm - 5:00 pm: Game Time** **5:00 pm - 5:15 pm: Closing** No need to bring anything other than yourself. Feel free to bring a friend and share some good jokes too! 🧐 We're excited to see you there! Don't forget to **RSVP to secure your spot**.
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
Afternoon Movie
Afternoon Movie
**Tickets are on sale now**