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
“DanceTogether”-Ceroc Classes
A mix of dance classes, connections & laughter!
We love offering a diverse range of moves to keep things fresh and exciting, and it’s always amazing to see our dance community connecting on and off the dance floor. It’s all about coming together, learning, and having fun!
Brighton Beach Bowls Club
2B South Rd Brighton
7:00 pm - 9:30 pm
Beginner & Intermediate levels
$25 CASH or PAYID
Mighty Docklands Toastmasters Club Meeting
**🎤 Elevate Your Communication & Leadership at Mighty Docklands Toastmasters!**
Ready to level up your confidence, leadership skills, and public speaking prowess? Welcome to Mighty Docklands Toastmasters, where your journey to self-improvement begins!
🌟 What to Expect:
* **Expert Toastmasters Guidance**: Our sessions follow the proven Toastmasters framework, ensuring you receive the best possible support and mentorship.
* **Warm and Welcoming Atmosphere:** Immerse yourself in a friendly and vibrant environment, surrounded by like-minded individuals on their own journey of self-improvement.
* **Diverse community:** Connect with 15-20 like-minded people at every meeting.
Come and experience it for yourself! We welcome guests and newcomers alike, eager to meet anyone interested in advancing their public speaking and leadership abilities.
📅 **We meet every 1st, 3rd & 5th Monday of each month from 6:30 pm to 8:30 pm.**
***Please come by 6:15 pm, for a prompt 6:30 pm start. Visitors will not be allowed in after 6:30 pm due to access-controlled doors.***
✉️ Please email **docklandstoastmasters@gmail.com** for more information. Attending any Toastmasters meeting as a guest is free, however membership to Toastmasters International is a paid activity, details of membership fee etc will be shared over email post attendance.
📍**Find us at the Community Hub:**
The Community Hub at the Dock is the building **next** to the Library. There will be a signage at the access contolled front door.
Head down towards the library and then head past the park on the left. Entrance is from the street side. [Front of building](https://imgur.com/a/ugh5ay3)
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)
BNI Momentum (regularly Brighton, now Online)
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.
Volleyball Openplay (BB/A) - Advanced (NMCC)
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
**[[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 $$]]**
$14 card payment will be processed on the day via square reader (EFTPOS).
**[[WHEN]]**
The stadium is booked from 7 PM-9 PM weekly, every Monday. 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.
Financial Planning Events This Week
Discover what is happening in the next few days
How to be Bullish in a Bear Market
Whats going on in the market? Should we be bullish or bearish?
Join us at Anng Gallery Melbourne's hottest Blockchain Community Hub Block Club powered by Cloudtech to chat with the industry leaders about their view of what is coming.
Karen Cohen- Emerging Tech Hub, MC
Edward Zhang- CloudTech
Lisa Wade - Chief Community Officer, Fableration
Rachael Lucas- Head of Marketing & Communications, Crypto Analyst, BTC Markets
Rosa Pagani - CEO Whitebit Australia
Thanks to @Anng Gallery and Cloudtech Group for hosting this event.
Light Food and Drinks will be provided and we will head to the Hyatt House after for drinks.
For entry into building after hours contact John 0413 924 696
2026 Melbourne: AI-Era Career Planning In-Person Meetup (Mandarin Speaking)
**[Are you ready for the AI Era?](https://jiangren.com.au/events/69a92a568c89114b4ddc39bc?source=Angela)**
Join us at the **Bupa Global Headquarters** in Melbourne for an exclusive, free career meetup designed specifically for international students and early-career professionals.
As AI reshapes industries, technical skills alone are no longer enough. What are top-tier companies like **Qantas, Canva, ANZ, and Bupa** actually looking for? How do you build long-term competitiveness before you even graduate?
We will dive deep into **AI Trends, Career Development, and Holistic Wellness** to help you map out a future that is both successful and sustainable.
### **🚀 Why Attend?**
* **Direct Access to Industry Insiders:** Hear from experts at **Qantas, 7-Eleven, ANZ, and Bupa** about how AI is changing their internal workflows and hiring criteria.
* **Authentic Career Advice:** Move beyond the classroom. Learn about the real-world demand for skills in the Australian job market.
* **Exclusive Referral Network:** Gain access to our private recruitment groups for job alerts and internal referral opportunities.
* **Networking & Refreshments:** Connect with speakers and like-minded peers. **Free Bubble Tea and gifts** provided by **Fantuan Delivery** (Limited supply!).
### **🎤 Featured Speakers**
* **Long Zhao:** Full-stack Lead with 10+ years of experience (React, Node.js, Python). Veteran of multiple tech giants and expert in team leadership.
* **Patrick:** Solutions Architect with 12+ years in the AU IT industry. Expert in Azure, DevOps, and end-to-end enterprise solutions for Finance and Insurance.
* **Vesna Kovacevic:** Senior Manager at **ANZ** (Home & Investment Lending). Over a decade of leadership experience in financial services and business growth.
* **Surprise Guest:** A mystery leader from **Bupa** will be revealed live at the event!
### **📍 Event Details**
* **Date:** Tuesday, 17 March 2026
* **Time:** 4:00 PM – 6:00 PM AEDT
* **Location:** Ground Floor, 33 Exhibition St, Melbourne VIC 3000 (Bupa Office)
### **📝 IMPORTANT: How to Register**
**Tickets on Eventbrite are for expression of interest only.** To secure your spot and receive the entry QR code, you **MUST** complete your registration on our official portal.
**[👉 Click Here to Complete Official Registration](https://jiangren.com.au/events/69a92a568c89114b4ddc39bc "https://www.google.com/search?q=https://your-official-website-link.com")**
*Please ensure you provide your **Full Name, Phone Number, and Email Address** during registration to comply with building security requirements.*
### **👥 Who Should Join?**
* **University Students:** Especially those in CS, Data, Engineering, or Business.
* **Aspiring Tech Professionals:** Anyone looking to enter Fintech, HealthTech, or general Tech sectors.
* **Future Leaders:** Those who want to understand high-level industry shifts beyond just coding.
#### 🎁 Event Speakers
\*\*[Vesna Kovacevic](https://www.linkedin.com/in/vesna-kovacevic-39299213b/)\*\* – Senior Manager, Home and Investment Lending at ANZ
With over a decade of front-line management and lending advisory experience in Australia’s financial services sector, she has long focused on providing clients with professional mortgage and investment financing solutions. Vesna has served multiple times as an ANZ branch manager and previously managed sales and team operations at Telstra, bringing deep expertise in client service and business gro
\*\*[Patrick](https://www.linkedin.com/in/patrickzhaomel/)\*\* holds a Master's degree from the University of Melbourne and brings twelve years of IT experience in Australia. Currently serving as a Solutions Architect at MMS, he specializes in end-to-end enterprise solutions, leveraging Azure and DevOps to empower industries such as finance and insurance. He is also a regular speaker and active contributor in the technology community.
\*\*[Long Zhao](https://www.linkedin.com/in/long-zhao-32a96916a/)\*\* excels at translating client needs and user expectations into interactive web applications. As an Engineering Lead and full-stack JavaScript specialist, he is the founder of Melfish and brings over 9 years of experience. He is committed to delivering scalable digital platforms spanning travel, e‑commerce, and AI‑driven products.
**📝 Admission is free, but registration is required!**
### **📅 Who Should Attend?**
This focused meetup is especially ideal for current students who fit the following descriptions:
* Students majoring in **Computer Science, Data, Engineering, Business, or related fields**—excited about the future but also feeling unsure.
* Those who **aspire to enter cutting-edge fields like technology, FinTech, or HealthTech**, but are unclear on how to prepare.
* Proactive learners eager to **move beyond textbooks** and understand the real-world challenges and opportunities within industries.
### **🌟 Key Advantages**
* **First-hand Industry Insights**: Hear directly from **internal experts at Bupa, ANZ, 7-Eleven, and Qantas** about real business needs and hiring perspectives.
* **Clear Actionable Guide**: Focused on \*\*"How students can plan ahead,"\*\* providing a practical, step-by-step path to build your competitiveness.
* **Cross-Sector Intel**: Gain insights into trends across **technology, finance, and healthcare** in one session, broadening your career horizons.
**Sign up now and join us! Connect face-to-face with industry leaders and get a head start on your career journey.**
## **Join our event group for real-time updates!**
### **👥 Organizer Introduction**
#### ★ **JR Academy**
Founded in August 2017 and headquartered in Brisbane, Australia, JR Academy is an internet technology education company. Through its media matrix, online training platforms, and career service platforms, it provides a one-stop solution for Chinese international students—offering lifestyle guidance, IT training, and career information services. Starting with IT and business courses, JR Academy has expanded its influence among the student community and established an Australian job platform, successfully helping over 6,000 students secure job offers. Empowering education with technology, JR Academy is committed to helping international students navigate overseas life efficiently and with clarity.
#### ★Bupa
We are a health and care company dedicated to helping our customers live longer, healthier, and happier lives, and to creating a better world. We offer a wide range of services, including aged and retirement care, dental, optical, health insurance, and community health initiatives, aimed at enhancing the overall health and well-being of Australians.
#### ★ANZ
ANZ is one of the leading banking and financial services groups in Australia and New Zealand, providing comprehensive banking and financial solutions to over 8.5 million retail and commercial customers across nearly 30 markets. As one of the oldest banking groups in Australia, ANZ is committed to supporting the sustainable growth of individuals, businesses, and communities through sound governance, professional financial services, and people‑centric values, driving long‑term prosperity in the region.
#### ★FANTUAN DELIVERY
Fantuan Delivery is an overseas food delivery platform dedicated to Asian cuisine and lifestyle services. Founded in 2014, it currently operates in Canada, the United States, Australia, the United Kingdom, and other regions, offering food delivery, pickup, errand services, grocery and fresh produce delivery, and more. With a Chinese-language interface and support for multiple payment methods, Fantuan is well-regarded among Chinese communities for its fast delivery, attractive promotions, and localized taste offerings
Social – Welcome to new members & catch up for regulars - City
Never been to one of our meet-ups before? Been a member for a while or just joined? Either way this is the social for you!
Once a month we hold a special meet-up to welcome in new members. Regulars are encouraged to attend and help new members have a fun night out!
Our monthly “newbie” social is an opportunity to learn about our groups, events held and resources to help members.
More importantly it is an opportunity to meet others going through separation & divorce in a safe and friendly environment. We can all learn from each other, but the primary aim of the socials is to enjoy ourselves!
Our socials are hosted by members of the Divorce Support & Social Group and the Melbourne Divorce Support Group.
We pay for own food and drinks individually.
On Wednesday nights the Royal Melbourne has $20 pizza and pasta specials. Great food and great company.
We hope to see you!
CONTRA DANCE IN MELBOURNE
* Have fun and meet friendly people at our regular contra dances!
Every second Saturday evening (except March, June, Nov) and fourth Sunday evening (except Dec) of each month in 2026, often with live music. Contra dance has some similarities to bush dance and square dance. It is very popular in the USA, Canada and London. The dances consist of interesting patterns, walked to upbeat music. For a good description, look at https://en.wikipedia.org/wiki/Contra_dance. A good example can be viewed at [http //dancevideos.childgrove.org/contra/contra-modern/163](http://dancevideos.childgrove.org/contra/contra-modern/163-heartbeat-contra)
* All dances are called. Singles and couples are all very welcome. The cost is $12 ($6 for students). If no live music, then the cost is $8 ($4 for students). Cash or PayID is preferred.
* No experience needed. If first time, please attend for free instruction before the dance from 7.15 – 7.45 pm.
* **Uniting Church Hall, 72 Highfield Rd, Canterbury**
* You might also like to eat beforehand at Bao & Bun Vietnamese restaurant 770 Riversdale Rd at about 6 pm. Just roll up.
Data driven decision making for fantasy basketball
Integral to the modern data scientists toolkit is understanding how to turn data into decisions. A core part of this is thinking about the end stage of your analysis pipeline, and how the communication and visualisation of your results will factor into decision making.
But it's not just enough to deliver a solution. Part of successfully supporting end-user decisions comes from co-design. That means thinking about end user needs and how your end-users will engage with your solution.
This talk explores both of these issues using fantasy basketball statistics. So come along if you have a love of data and data-driven decision making. Also come along if you are fan of sports analytics or forecasting.
Pre-paid event (MFWF-2026):
Amalfi-inspired Sunday feast
Hi all,
Please join me for the 2026 MFWF:
(Note - ensure to read the RSVP rules to find out the cost per seat and how to secure your spot.
It's a prepaid event, payment must be paid in full to reserve your spot, and it's not refundable if you cancel)
Amalfi: Fico x Osteria Ilaria
Presented by Polestar - Sunday 22 March at 6pm.
Steps required to secure your seat to attend this event:
• Payment is required in order to purchase your seat (first in best dressed)
•You will be placed your name on the waitlist.
•Once the payment of $192.35/person is received I’ll move your name across to the going list. Cost includes card and booking fees.
• Cost includes a 5-course set menu with a drink on arrival. Additional drinks can be purchased at the venue.
•Don’t have my account details to transfer the payment - please send me a pm and will respond.
•It’s a prepaid event thus it is not refundable if you change your mind or cancel, but you can try to find and sell your ticket to any member in this group.
Time etiquette:
A strict 2-hour dining time has been allocated for us. Please arrive early or on time.
Hope you can attend the annual tradition of the MFWF.
Cheers,
LeAnn 🥂🎉
Event details:
Hobart's favourite purveyors of spirited Italian food team up with their fellows on Little Bourke Street for an Amalfi-inspired Sunday feast.
Federica Andrisani, Oskar Rossi and the team from Hobart favourite Fico are getting together with their fellow purveyors of contemporary Italian flavours this Festival to cook a lunch inspired by Federica and Oskar’s recent travels on the Amalfi Coast.
“Fico’s creative embrace of Tasmanian produce is deeper, more interesting and tastier than ever, wrote the critics at the Gourmet Traveller Restaurant Guide back in August. “Where (nearly) 10 years might see some adopt cruise mode, owner-chefs Federica Andrisani and Oskar Rossi continue to surprise with both creativity and craft.”
With those sentiments in mind, and with the dial pointed towards that most beautiful stretch of the coast of Campania, you can expect lemons, you can expect tomatoes at their peak, you can expect seafood – heck, there might even be pasta – but it’ll all be offered with that same creative spirit that make Fico and Ilaria such celebrated destinations for lovers of good food and wine.
On their own, they’re exciting – together they’re incredible. Back it all up with the service that Tipo and Ilaria are known for, and drinks list packed full of good things and you’ve got a day full of sunshine and fun.
MFWF- 2026.
Financial Planning Events Near You
Connect with your local Financial Planning community
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
**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**!
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
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**.
Curtain Players Local Playhouse 🎭 Tickets are on sale now!
TBA- We will do lunch before the play too! Tickets are on sale now only $20.




























