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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

Coffee Catchup - Surrey Hills ☕
Coffee Catchup - Surrey Hills ☕
We work with driven business owners, emerging founders, professionals refining what they've built, and individuals rewriting their narrative - choosing growth, ownership, and aligned action over staying comfortable. You are the average of 5 people you surround yourself with - for this reason, our mission is to create a space where ambitious people connect genuinely, learn, and expand alongside other driven individuals. * **What We’re About** You are the average of the five people you spend the most time with, so join us — and be part of a community that rises above circumstances and creates opportunities. Inspire and be inspired by those who make things happen. It's a relaxed, organic space to connect with like-minded people and network—genuinely talking, learning from each other, and connecting over shared interests. * **What to Expect** Casual Meetups☕: We gather semi-regularly at a local café to chat about everything from stepping outside your comfort zone to business ideas, creative projects, and building a life aligned with your purpose. It’s relaxed, easy, and welcoming—no need to have anything “figured out.” An Easy-Going Space: We keep things simple and low-pressure. Once everyone arrives, we ease in with some light conversation and naturally break into smaller groups. Networking: Feel free to introduce yourself or let people know what you're working on if you feel like it. And if anyone wants to quickly shout out what they’re working on or looking for before we settle in, go for it—it’s a great way to spark new conversations. * **Host Support** If you’d like a one-on-one chat with me about your business, just tap me on the shoulder. I’ll be floating around and happy to make time for you. **Quick note for the day:** Depending on the weather, we might go for a walk around Wattle Park. Just remember to wear comfy shoes :)
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!
GENDER BALANCED ASIAN CULTURE Meetup ALL MALES MUST ATTEND WITH FEMALE FRIEND
GENDER BALANCED ASIAN CULTURE Meetup ALL MALES MUST ATTEND WITH FEMALE FRIEND
ALL MALES MUST ATTEND WITH A FEMALE FRIEND TO MAINTAIN A GENDER BALANCE. NO EXCEPTIONS. Come experience Asian culture with Asian food, drinks and music!! Language exchange, K-pop DJ and dance games!
GENDER BALANCED ASIAN MEETUP LAST ENTRY 2.30PM Males MUST attend with female
GENDER BALANCED ASIAN MEETUP LAST ENTRY 2.30PM Males MUST attend with female
ALL MALES MUST ATTEND WITH A FEMALE FRIEND TO MAINTAIN A GENDER BALANCE. NO EXCEPTIONS. Come experience Asian culture with Asian food, drinks and music!! Language exchange, K-pop DJ and dance games!

Financial Planning Events This Week

Discover what is happening in the next few days

Meetup in the Park: Minimal living and Tiny Home Living
Meetup in the Park: Minimal living and Tiny Home Living
**About this event:** Have you been dreaming of going tiny? Are you curious about minimal living, off-grid setups, or just downsizing your life in Victoria? You are not alone! We are launching a new community for enthusiasts to connect, share stories, and support one another. (Please book ticket in EventBrite [here](https://www.eventbrite.co.uk/e/monthly-minimal-living-meetup-tiny-home-tickets-1983064391979?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl) ) Imagine a life with less clutter, less debt, and more freedom. We are building a community in Victoria for those who want to step away from the traditional housing market and embrace tiny homes and minimal living. For our first-ever meetup, we are keeping it simple. We’ll meet in the park to introduce ourselves and discuss what we want to create together. Whether you want to talk about the technical side (trailers, solar, regulations) or the lifestyle side (downsizing, remote work), this is the place to start. Come along, make new friends, and let’s talk about how to make big dreams happen in tiny spaces. Please book your ticket https://www.eventbrite.co.uk/e/monthly-minimal-living-meetup-tiny-home-tickets-1983064391979?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl **What to expect:** This is a strictly casual, unstructured meetup. No presentations, no sales pitches, and no pressure. Just a relaxed afternoon in the park with like-minded people. We’re simply gathering to discuss: * Who is already living the tiny life? * Who is dreaming/planning? * What are the local hurdles (council rules, finding land, etc.)? * How can we support each other? **Who should come:** Whether you have your tiny house plans drawn up, you're already living in one, or you just watched a documentary and thought "I could do that"—you are welcome here. **What to bring:** * A camping chair or picnic rug. * Your own snacks/drinks. * Sun protection (or an umbrella—it is Melbourne/Victoria after all!). **About Your Host** Hi, I’m Karen. After exploring over 50 countries, I’ve chosen Melbourne as my home. As an entrepreneur, I’ve come to realize that we don't need much to be truly happy. In fact, nature provides us with so many "free luxuries"—from sunlight to green spaces—that we often overlook in the modern world. I am channeling this philosophy into building my own tiny home in Victoria this year. I started this group because I realized that while the tiny house movement is growing, the journey can feel a bit lonely. I want to build a supportive local community where we can share resources, untangle the regulations, and help each other turn these small dreams into reality. * **Wet Weather Plan:** (e.g., "If it rains, we will move to a cafe close by.")
Dinash and Friends - Live music every Sunday at the Mission to Seafarers
Dinash and Friends - Live music every Sunday at the Mission to Seafarers
\#\# 🎶 Live Music Sessions In 2026🔥 Join us for a fantastic Sunday afternoon of music, good vibes, and great company at the iconic Mission to Seafarers! **Dinash & Friends** bringing a unique mix of **Soul • Dance • Reggae • Pop vibes**. 😎 **Date:** Sunday, 15th March 2026 **Time:** 4:00 PM – 7:00 PM **Venue**: The Mission to Seafarers Victoria **Address:** 717 Flinders Street, Docklands (South Wharf Venue) **Cost:** **Free Entry** (Donations for costs are welcome) **Vibe:** Great venue, great vibe, great tunes, and drinks at great prices 🍺🍷 Live music in the ‘open air beer-garden’ (weather permitting) or in the courtyard under the rooftop. This is the perfect way to spend a Sunday afternoon, so come down to this iconic South Wharf venue and support the historic Mission to Seafarers. The Mission to Seafarers Victoria is a heritage-listed building in Melbourne's Docklands and provides welfare services to seafarers. Your attendance supports this vital cause! Getting there by public transport is easy - the tram stop is just nearby or it's just a short walk from Flinders Street station. Even closer from Southern Cross Station. Enter around the back to the beer garden. [Website](https://www.pianomanaustralia.com) \| [Facebook](https://www.facebook.com/dinash.daniel.2025/) \| [Instagram](https://www.instagram.com/dinashdaniel) \| [YouTube](https://www.youtube.com/channel/UCXRJ12M0lS6XorFBn_L8Y4A) \| [Spotify](https://open.spotify.com/artist/0eARClesHkH8wUNHCaFVOc) \| [TikTok](http://www.tiktok.com/@dinashdaniel)
Autism and Past-Life Memory: What We're Learning by Jim Matlock, PhD
Autism and Past-Life Memory: What We're Learning by Jim Matlock, PhD
**The Telepathy Tapes podcast** brought the ESP abilities of autistic children to the world’s attention, with several studies exploring this association more closely. However, the neurological effects of autism can affect other abilities as well – like present-life memory and even past-life memories. **Jim Matlock and his team are pioneers** in this new cutting-edge field of study - now exploring it more systematically than ever before, with new findings still coming to light. **Some autistic people have outstanding memory** capabilities, while also struggling in other areas. But other autistic people are unable to form the basic episodic memories that underlie autobiographical recall. And research is revealing that the same factors impacting present-life memory can impact past-life memory as well. **In this session, Jim Matlock will discuss** several case studies of autistic children and adults to describe how autobiographical past-life memories can either be suppressed or enhanced under autism. **About Jim Matlock PhD:** * Anthropologist and world-class reincarnation researcher * Creator of the 'Processual Soul Theory' through his comprehensive, multicultural and interdisciplinary approach * 45+ years involvement in parapsychology and reincarnation studies * Editorial Board member of the *Journal of Scientific Exploration* * Editorial Board member of the Journal of Near-Death Studies * Research Fellow with the Parapsychology Foundation, Inc. * Winner of 2021 Parapsychological Association Book Award for Signs of Reincarnation: Exploring Beliefs, Cases, and Theory (2019) * Author of a multitude of academic publications on reincarnation * Curator of top-notch FB group "Signs of Reincarnation" **Online Option:** While this is billed as an in-person event, there will be online access as well. Just reach out to me via Meetup or russ.parapsych@gmail.com Here are the Teams meeting details: [Autism and Past-Life Memories - Parapsychology Meetup Melbourne | Meeting-Join | Microsoft Teams](https://teams.live.com/meet/9353411450149?p=fHMKtHIjiSKrh9ZeA6) Meeting ID: 935 341 145 014 9 / Passcode: 5fj6Cq **Post-Event Social Lunch Hangout (12.45 - 1.45pm)** Afterwards, you are invited to lunch with everyone at Flora Restaurant (5min walk from the venue) **PLEASE NOTE:** * **11AM Start -** Please be considerate and arrive early. * **$10 Cover Charge:** Room hire, facilities, and running costs.
Autism & Past-Life Memory; what the Academic Pioneers are Learning
Autism & Past-Life Memory; what the Academic Pioneers are Learning
**The Telepathy Tapes podcast** brought the ESP abilities of autistic children to the world’s attention, with several studies exploring this association more closely. However, the neurological effects of autism can affect other abilities as well – like present-life memory and even past-life memories. **Jim Matlock and his team are pioneers** in this new cutting-edge field of study - now exploring it more systematically than ever before, with new findings still coming to light. **Some autistic people have outstanding memory** capabilities, while also struggling in other areas. But other autistic people are unable to form the basic episodic memories that underlie autobiographical recall. And research is revealing that the same factors impacting present-life memory can impact past-life memory as well. **In this session, Jim Matlock will discuss** several case studies of autistic children and adults to describe how autobiographical past-life memories can either be suppressed or enhanced under autism. **About Jim Matlock PhD:** * Anthropologist and world-class reincarnation researcher * Creator of the 'Processual Soul Theory' through his comprehensive, multicultural and interdisciplinary approach * 45+ years involvement in parapsychology and reincarnation studies * Editorial Board member of the *Journal of Scientific Exploration* * Editorial Board member of the Journal of Near-Death Studies * Research Fellow with the Parapsychology Foundation, Inc. * Winner of 2021 Parapsychological Association Book Award for Signs of Reincarnation: Exploring Beliefs, Cases, and Theory (2019) * Author of a multitude of academic publications on reincarnation * Curator of top-notch FB group "Signs of Reincarnation" * **Online Option:** While this is billed as an in-person event, there will be online access as well. Just reach out to me via Meetup or [russ.parapsych@gmail.com](mailto:russ.parapsych@gmail.com) **Post-Event Social Lunch Hangout (12.45 - 1.45pm)** Afterwards, you are invited to lunch with everyone at Flora Restaurant (5min walk from the venue) **PLEASE NOTE:** * **11AM Start -** Please be considerate and arrive early. * **$10 Cover Charge:** Room hire, facilities, and running costs.
Goldilocks Rooftop Bar
Goldilocks Rooftop Bar
Let’s end the weekend the right way ✨ Join us at Goldilocks Rooftop Bar for a relaxed afternoon of good drinks, easy laughs, and meaningful conversation before we head back into the work week. This isn’t a big party vibe , it’s more “just right.” Think: rooftop views, cosy corners, a cocktail (or mocktail), and genuine chats with beautiful humans. Whether you’ve had a busy weekend or a quiet one, this is your chance to unwind, reset, and connect in a chilled, welcoming space. Come solo or bring a friend , you’ll leave feeling lighter and ready for Monday. Can’t wait to see you there 🤍
MUSIC Volleyball Games at MONASH UNIVERSITY CLAYTON
MUSIC Volleyball Games at MONASH UNIVERSITY CLAYTON
SUNDAY Music Indoor Volleyball is back Volleyball Games session start 12 pm at Sport Monash University Clayton ! Fees: $15 Cash $17 Card DISCOUNT FOR MONASH UNIVERSITY STUDENTS Only $12 !!! You don't need to book spots for this event Come and pay at spot This event is for adults only! (18+) Membership available Become a IVC member - get cheaper fees for camps, insurance + IVC game jersey - ask for more info today! [#International](https://www.facebook.com/hashtag/international?__eep__=6&__cft__%5B0%5D=AZXzD4DTZ8qMuf7ux-RU6ayZMRoyft2zts9t8TIzvrRksCLYNBhLSZ9ZodJXUUvns2XIw1hFY9nmow8y2JI-joF0vFwPlefJSluyKSZA6rtFeJE5lywJ5opJG0DQkgjc3P2WHPtihqioTxEzocvDsIJ_&__tn__=q) [#Volleyball](https://www.facebook.com/hashtag/volleyball?__eep__=6&__cft__%5B0%5D=AZXzD4DTZ8qMuf7ux-RU6ayZMRoyft2zts9t8TIzvrRksCLYNBhLSZ9ZodJXUUvns2XIw1hFY9nmow8y2JI-joF0vFwPlefJSluyKSZA6rtFeJE5lywJ5opJG0DQkgjc3P2WHPtihqioTxEzocvDsIJ_&__tn__=q) [#Club](https://www.facebook.com/hashtag/club?__eep__=6&__cft__%5B0%5D=AZXzD4DTZ8qMuf7ux-RU6ayZMRoyft2zts9t8TIzvrRksCLYNBhLSZ9ZodJXUUvns2XIw1hFY9nmow8y2JI-joF0vFwPlefJSluyKSZA6rtFeJE5lywJ5opJG0DQkgjc3P2WHPtihqioTxEzocvDsIJ_&__tn__=q) [#Melbourne](https://www.facebook.com/hashtag/melbourne?__eep__=6&__cft__%5B0%5D=AZXzD4DTZ8qMuf7ux-RU6ayZMRoyft2zts9t8TIzvrRksCLYNBhLSZ9ZodJXUUvns2XIw1hFY9nmow8y2JI-joF0vFwPlefJSluyKSZA6rtFeJE5lywJ5opJG0DQkgjc3P2WHPtihqioTxEzocvDsIJ_&__tn__=q) To be protected by International Volleyball Club Member Protection Policy and covered by our Personal Accident Insurance, everyone participating in a International Volleyball Club event or with a International Volleyball endorsed club, association, or provider is required to maintain an active membership at the appropriate level with International Volleyball Club. For more information message us.

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
Reclaim Your Rhythm: How to Biohack Sleep, Focus, and Flow
Reclaim Your Rhythm: How to Biohack Sleep, Focus, and Flow
Transform stress into energy and fatigue into focus in 30 minutes flat. This is your invitation to recharge your body’s energy, emotion, and performance blueprint — live. Former Tony Robbins coach Sara Basloe leads an electrifying mini workshop designed to help you: • Upgrade your state instantly with physiology shifts • Use emotion as a navigation tool, not a reaction • Prime your body for high flow focus • Learn the nighttime habits that unlock deep recovery [REGISTER HERE](https://triumphtracknow.com/weekly-momentum-series) Bonus: Hear how client favorite sleep chews help align your rhythm naturally. And end the momentum webinar session with the chance to join a private Rhythm Reset Coaching Session to personalize your blueprint. Let’s raise your energy 3 levels — live. ➡️[ Reserve](https://triumphtracknow.com/weekly-momentum-series) your spot now and step into unstoppable energy
Afternoon Movie
Afternoon Movie
**Tickets are on sale now**