Skip to content

Financial Planning

Meet other local people interested in Financial Planning: share experiences, inspire and encourage each other! Join a Financial Planning group.
pin icon
4,889
members
people1 icon
11
groups

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

Dinner at Barkly's Kitchen $20 deposit
Dinner at Barkly's Kitchen $20 deposit
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.
Friday Morning Dance Mixx
Friday Morning Dance Mixx
Join me for a Friday Morning Dance Mixx, featuring the best Cardio and Strength Routines. choreographed to today's hits. $10 trial class available at the door. 2 month unlimited class available on mention of Meetup!!
Thursday Night Networking After 5
Thursday Night Networking After 5
Join us for a relaxed, no‑pressure networking evening designed to bring Melbourne’s business community together with purpose. There’s no formal agenda—just quality conversations and genuine connections, hosted by the team at [PropertySensor](https://www.propertysensor.com). **What to expect** A connection‑first environment (no sales pitches) Opportunities to expand your professional network Potential client introductions and new business leads - without the hard sell **Good to know** Cost: Free to attend (limited places — please register early) Food & drink: Available for purchase at venue restaurant / bar prices Bring: Your business cards and an open, collaborative mindset All Melbourne business professionals are welcome. Come to connect, share ideas and discover opportunities.
Thursday Night Cardio Dance class
Thursday Night Cardio Dance class
Join me for a Thursday Night Cardio Blast. This 1 hour Dance Mixx class features the best routines to get you moving. Cardio dance routines for 30 mins followed by Strength and resistance training. $10 trial available, with the option of 2 months unlimited classes for just $99. Suitable for all ages and fitness levels.
Networking Drinks + Panel Discussion - Women in Architecture (WIA) - Melbourne
Networking Drinks + Panel Discussion - Women in Architecture (WIA) - Melbourne
**FromHereOn** is proud to sponsor this special event with **Women in Architecture Australia (WIA)** in Melbourne **Panel Guests & Networking Event** This event is open to everyone—women, men, and supporters of diversity. Connect with like-minded professionals, build meaningful relationships, and unlock new opportunities. Please make sure to **register on Humanitix** (RSVP on Meetup won’t secure your spot): [https://events.humanitix.com/women-in-architecture-networking-event-in-melbourne-xu49tqj2](https://events.humanitix.com/women-in-architecture-networking-event-in-melbourne-xu49tqj2) Join us for an inspiring evening of thought leadership and networking as we celebrate **International Women's Day** with some notable voices in **architecture, innovation, and leadership**. Enjoy food and drinks while connecting with peers and gaining insights from our panelists. This is a fantastic opportunity to engage in meaningful discussions, expand your network, and be part of the conversation shaping the future of Women in Architecture. **Find out more details here: [https://events.humanitix.com/women-in-architecture-networking-event-in-melbourne-xu49tqj2](https://events.humanitix.com/women-in-architecture-networking-event-in-melbourne-xu49tqj2)**
Volleyball Openplay (BB/A) - Advanced (KCARC)
Volleyball Openplay (BB/A) - Advanced (KCARC)
Excited to announce our new ADVANCED openplay session during the week at KCARC! Welcome to Melbourne Volleyball Academy. 🤗 **[[WHAT]]** This session is specifically for games only (no training). There will be a cap of 18 players, allowing for 3 teams of 6. Games will be played to 15 points, with a cap at 18 points. These games are intended to be played at a high-intermediate(BB)/advanced(A) level. Please see an explanation of skill levels on our website here: [https://melbournevolleyballacademy.com.au/skill-levels-explained](https://melbournevolleyballacademy.com.au/skill-levels-explained) **[[WHO]]** The session is intended for Intermediate players. Players should be able to: * Have strong fundamentals for all volleyball techniques * Serve receive a majority of serves well & serve over the net consistently * Basic understanding of 5-1, and 6-2 systems (we do not play a pass middle 4-2 system in this session) * Have an understanding of base defense * Know all/most volleyball rules Players that are not of the intermediate(BB)/advanced(A) level will be asked to leave as we want to ensure that all players have an enjoyable time playing. **[[HOW MUCH $$]]** $21 card payment will be processed on the day via square reader (EFTPOS). **[[WHEN]]** The stadium is booked from 6:30 PM-9:30 PM weekly, every Thursday. However, feel free to come early and stretch as the Community Centre is open earlier. Last minute dropouts and no shows will have a zero-tolerance policy going forward. All players are expected to update their RSVP at least 24 hours in advanced if they are unable to attend. This applies to players on the going list and the waitlist. **[[OTHER DETAILS]]** Only those on the “going” list are permitted to play. If you are on the waitlist, or not registered at all, you will not be permitted into the gymnasium.
Melbourne CocoaHeads No. 193
Melbourne CocoaHeads No. 193
Our regular monthly presentation night on the second Thursday of the month from 6:30pm! Thanks to Mantel Group for hosting us again this month. If you're coming in person we're there with food and drinks from 6pm. We will be live streaming the presentations as usual from 6:30pm at [http://www.melbournecocoaheads.com/live](http://www.melbournecocoaheads.com/live) \-\-\- **Agenda** \| 6:00pm \| Food \+ Networking \| \| 6:30pm \| Event begins\. Introductions \| \| 6:40pm \| April Staines and Nabila Herzegovina — SheHacksSwift\, the Swift Student Challenge and opportunities for others to get involved in the pipeline of Swift Developer Talent \| \| 7:15pm \| Luke Howard — An embedded audio product built with Swift \| \| 7:55pm \| Wrap up \+ social time at a nearby venue \| \* All times are approximate. Presentation order will be confirmed on the night. \-\-\-\- We are always looking for speakers and believe everyone has an interesting talk hiding inside themselves. If you are interested in letting that talk out at a future event you can get in touch on the website [https://www.melbournecocoaheads.com/talks](https://www.melbournecocoaheads.com/talks) or on Slack.

Financial Planning Events This Week

Discover what is happening in the next few days

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.
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.
Brunch at Six Points, Moonee Ponds
Brunch at Six Points, Moonee Ponds
Enjoy brunch at this local fav with the Saturday crew
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
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 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