Financial Planning
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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
Flinders Lane Toastmasters
Come join us and practise public speaking! All levels are welcome.
Take the first step to overcome your fears, build confidence and learn to speak with impact in a friendly, supportive and encouraging environment.
Start you public speaking journey with us now to improve your communications skills and elevate all aspects of your life.
Please arrive 10 minutes early so we can settle everyone in for a 5.30pm start. See you soon!
Chez Annie Lewis pour bavarder en francais le mercredi 11 mars, 2026
Salut a tous/Hi everyone
Venez nous rejoindre chez Annie Lewis le mercredi 11 mars a 6.30 pm pour bavarder en francais. Ce sera une autre occasion pour se souhaiter bonne annee
Annie Lewis se trouve au 138 Bridge Rd, a Richmond. Prenez le tram 48 ou 75 vers Bridge Rd, et decendez a l'arret numero 15.
Please join us all at Annie Lewis on Wednesday 11 March at 6.30 pm to chat in French. This will be another opportunity to wish each other Happy New year.
Annie Lewis is at 138 Bridge Rd, in Richmond.
To get there, catch the 48 or 75 tram and get off near the Epworth hospital (stop 15) Annie Lewis is across the road from the Epworth, a short distance past Lennox street.
We have all levels in our group so come along regardless of your ability. As long as you're prepared to give it a go, you'll have a great time and will improve in no time.
We ask for a $2 donation to keep the group online at meetup.com. Unfortunately the fee for meetup.com is ever increasing, so we do need your support and contribution to keep this group going. Please - if you RSVP 'YES" it means you're coming and we'll book the space accordingly. Please respect that it is inconvenient if you don't show up - just change your RSVP to 'NO'. C'est façile!
\*\* Please note that although we set a start time of 6.30pm, feel free to come at any time. What we aim for is to have one of the organisers present at the time mentioned, but its whatever is best for you! \*\*
Please turn on email notifications in settings of meetup so, if I message you , you are aware and can respond and can keep up with changes to events you have RSVPed to.
A bientot,
Michael/Daniel.
Movie night (Sirat) in Brunswick
It’s movie night at Brunswick Picture House! 🍿 🎥
Come along to see the much acclaimed film Sirat at 8pm session in Sydney Rd, Brunswick.
We will meet at 7:30pm for a drink before movie in the foyer.
If you’re keen to make it a great night out, I’ll arrange a dinner booking nearby also for approximately 6pm.
Let me know in the comments or in a message.
Costs:
Movie ticket $16(including booking fee of $1.50)
Meetup Organiser Fee $5
If you want to join us, please RSVP and make total payment of $21 via PAYID 0417 387 640
Wednesday night is Discount Day so I’m assuming tickets will sell fast so RSVP by Monday 9th and I will make group booking.
Looking forward to a great night out 🤗
[FREE]Language exchange! Make friends & practice English🇦🇺🇬🇧🇫🇷🇯🇵🇮🇳🇫🇷
**📣IMPORTANT📣:** registrations are essential! Attendees that have not registered will be charged $5 to enter. For FREE entry, get your membership below:
[https://bit.ly/LanguageExchangeMembership-FluentFast](https://bit.ly/LanguageExchangeMembership-FluentFast)
**== Find someone to practice with before the event ==**
(Optional:) post the language you're learning (and teaching language) in the comments so the right people can connect with you. E.g. a comment like: "#learnFrench #teachEnglish seeyou all soon :-)".
**Overview:**
Every week, over 150 people from 23+ countries meet at out language exchange to practice a new language and make new friends over a beer.🍻
The first thing you will notice when you go to New To Melbourne is the great community atmosphere; people in our group are friendly and helpful and always welcoming of new group members. I hope you can bring a friend and join us for some language practice :-)
Our language exchange is free and runs every We3ednesday night, there's cheap food & drinks if you arrive at 6pm and want some dinner ;-)🍻🍟
**If you want to attend:**
Event cost: **FREE**! (you must register for free entry: [https://bit.ly/LanguageExchangeMembership-FluentFast](https://bit.ly/LanguageExchangeMembership-FluentFast))
**First Time? / What is a language exchange?**
If you've never been to a language exchange (many people haven't) we wrote an article for first timers (based on our 8+ years of running language exchanges). It's a comprehensive article and well worth reading:
[https://bit.ly/firstTimeAtTheLanguageExchange](https://bit.ly/firstTimeAtTheLanguageExchange)
**===== EVENT FORMAT =====**
When you arrive, you receive a badge with your native language and the languages you would like to learn. Place them on your chest with your native language on the right and other languages you are learning on the left. Then go meet people and exchange languages!
What to bring: Pen and Paper and good vibes!
Age Group: 18+
**===== FREE BEER AND PIZZA FOR FRIENDLY VOLUNTEERS! =====**
We're looking for friendly volunteers who want to help out and welcome newcomers to the group. We provide free beer/drinks and food (pizza wedges etc) and a friendly team of other volunteers to hang out with. If it's your first time at the event, you're welcome to applt - our volunteers are often newcomers too :-)
To find out more about volunteering at our language exchange, please see the link below:
[https://bit.ly/NTM-Lang-Exchange-volunteering](https://bit.ly/NTM-Lang-Exchange-volunteering)
**===== Group Rules =====**
We pride ourselves on running events where people feel safe and open to making new friends. To protect our group members, we have several rules in place:
1\. This is \*not\* a dating group\, please do not ask for people's numbers / socials\. Contact them via the meetup\.com private chat if you want to get in touch\.
2\. Please do not advertise other groups / events / tours on this page or to this groups attendees during / after events\.
3\. Please do not advertise products and services \(e\.g\. MLM / mentorship\)\. Please do not ask our attendees to complete surveys\.
4\. Please do not add people to wechat / whatsapp groups\.
By join our group or attending our events, you agree to these rules. If you attend an event and someone is breaking these rules, you can speak to the host if you wish.
**===== MENU🍔 =====**
The management gave us a special menu with some cheap eats :-)🍟 This section will be updated soon.
**===== NEW TO MELBOURNE! =====**
This event is run by New to Melbourne! We run fun and affordable event for people mostly between 18-35 including: international students, backpackers and even some locals :-)
You can find all our upcoming social events and tours here:
[https://bit.ly/FF-Free-language-exchange](https://bit.ly/FF-Free-language-exchange)
See you soon! :-)
Financial Planning Events This Week
Discover what is happening in the next few days
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
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.
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.
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.
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
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**!
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
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














![[FREE]Language exchange! Make friends & practice English🇦🇺🇬🇧🇫🇷🇯🇵🇮🇳🇫🇷](https://secure.meetupstatic.com/photos/event/3/1/5/3/highres_509232627.webp?w=640)









