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
How to be a Successful Investor- Workshop
[Cloudtech](https://www.cloudtechgroup.com.au/)[ ](https://www.cloudtechgroup.com.au/ "https://www.cloudtechgroup.com.au/")Group is proud to partner with [Crypto Consulting Institute](https://cryptoconsultinginstitute.com/)[ ](https://cryptoconsultinginstitute.com/ "https://cryptoconsultinginstitute.com/")to present a workshop on how to become a successful investor.
### **What You’ll Learn at This Private Event**
* Discover how to **trade between traditional anti-inflation assets and crypto with the click of a button**. Performance allocation focus.
* Why hype-driven growth strategies almost always fail **(and the sustainable alternatives that actually work).**
* **The proven 5-pillar framework** for minimising risk and **maximising profitability in 2026.**
* Simple, actionable takeaways that you can **instantly implement to improve your position.**
* The outline of the market and **trajectory for 2026 and beyond.**
* Every Participant receives an easy to follow workbook.
**Who This Private Event Is For**
* Serious investors seeking structured, data-driven strategies to build sustainable wealth beyond market speculation and hype.
* Investors tired of conflicting advice and noise who want clear, actionable strategies to grow their wealth with confidence.
* Those wanting to align with a proven 5-pillar framework that's netted $56 million in profits.
* **This exclusive event isn't designed for meme-coin gamblers, get-rich-quick seekers or those chasing overnight cryptocurrency profits.**
### **About The Presenter**
[Joe Shew](https://www.linkedin.com/in/joeshew-cci/ "https://www.linkedin.com/in/joeshew-cci/") is the CEO and Founder of Crypto Consulting Institute, Australia and New Zealand’s No. 1 rated crypto education company on TrustPilot.
Joe started his investing journey out at the age of 12, when he invested in his first stock on the London Stock Exchange. From there he followed his passion in finance and received a **First Class with Honours Finance degree from a London University**, whilst the Global Financial Crisis was happening. This was his first glimpse into how broken the traditional banking system is. From there Joe went on to work for multi-billion dollar **New York Stock Exchange listed firm, Robert Half International (NYSE: RSI)**, where he accelerated through the ranks to become a **Division Manager of the Finance** team and one of the companies **Top 10 Global Performers within just 3 years.**
With Joe’s years of stock market experience and alternative thinking, he had quietly been **getting educated in cryptocurrencies since early 2014** and was able to quit his day job, transitioning into his passion of investing and helping others grow and achieve financial freedom too… CCI is born. Over the past 9+ years, Joe and the CCI team, with a combined 71 years crypto experience, have helped thousands of day to day people transition from being ‘hope’ to sophisticated investors with his proven **5 Pillar Investment System**. In the process CCI has become the **No. 1 rated crypto education business on TrustPilot** and helped investors create over **$56 million in profits** to date and counting! To complement CCI, Joe founded **CCI Capital at the start of 2023**, a privately run multi-million dollar crypto investment fund. Joe has been featured on NASDAQ, Channel Ten, Channel Nine, Dollars With Sense TV, as well as speaking at a number of global events from Barclays Bank in London, Bitcoin and Blockchain Fair, alongside some of the biggest names in the space.
**Seats are very limited so book your free VIP ticket here.**
**Please note**
The information provided at this event is for general informational purposes only and does not constitute financial advice. It is essential to consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results. Investments are subject to market risk, and there is no guarantee of profits. Investing involves risk, including the potential for loss of principal. You should be aware of the risks associated with investing before making any decisions. The information presented on this website is not tailored to your specific financial situation or investment objectives. It is crucial to consider your individual circumstances and risk tolerance before making any investment choices.
By accepting this invitation your details will be shared with both the sponsor and the speaker organisation.
Tuesday Evening Dance Fitness
Our Tuesday evening class will have you moving and grooving to the beat. We build in strength and resistance training into every class, you won't even feel like you're exercising. One 55 minute workout will have you burning calories and building strength, flexibility and boosting your mood!
We offer a trial class for $10 then if you like it you can purchase our 2 month unlimited class pass to all our classes for just $99.
Brunch at Brunetti Classico, Moonee Ponds
Enjoy a proper brunch at Brunetti’s in Moonee Ponds (have cake afterwards lol).
[FREE] Spanish x English Language Exchange at La Di Da
🙋♀️ **Welcome to our Tuesday Social + Language Exchange at La Di Da**
Join us every Tuesday night at **La Di Da** for a relaxed, social language exchange where people from all over the world come together to meet new friends, practice languages, and enjoy good conversation.
👉 **Tuesdays are language-focused.**
We set up dedicated areas to make it easier to practice, including **Spanish ↔ English** spaces, while still keeping the night social and flexible. You’re free to move around, mingle, and join different conversations at your own pace.
👉 **Big, welcoming crowd.**
We consistently have **100–150 people** attending our Tuesday events, as this meetup is listed across multiple groups. Some people arrive early, others later — the busiest and best time to come is **between 6:00pm and 9:00pm**.
👉 **Great for English practice & cultural exchange.**
You’ll meet native and non-native English speakers, as well as people from Europe, Latin America, China, Japan, Korea, and many other countries. The atmosphere is friendly, social, and beginner-friendly — no pressure, no lessons, just real conversations.
👉 **Who comes along?**
• International students
• Working holiday makers
• Professionals & expats
• Local Australians curious about languages and cultures
🎉 **At La Di Da — FREE ENTRY!**
Come solo or with friends. Whether you want to practice a language, meet new people, or just enjoy a lively international crowd, Tuesdays are a great place to start.
See you there!
Tuesday Delightful Lunch @ Royce Hotel Melbourne 3004 🌷🌷
Hi Radiant Ladies,
You are warmly invited to join our lunch at the Royce Hotel. Let’s enjoy a delightful afternoon together.
Lyn 💕
🚩Tuesday Multi- Language Exchange Social🌍 [200+ People]
**🙋♀️**Welcome to our Tuesday Social + language exchange meetup. Meet people from many countries and make new friends.
👉We always have between 100 - 150 people attending our Tuesday event since this event is listed in 3 different meetup groups. Some people come early some come late, best time is between 6pm to 9pm.
👉This is a great opportunity to learn to speak English with native and non-native speakers. Many English speakers, Europeans, Chinese, Japanese, Koreans, and other Asians attend our fun and friendly party.
👉It is suitable for international students, working holiday people, professional ex-pats, and local Australians.
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.
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**!
From Chaos to Clarity to Control - A Workshop For Business Leaders
Is your business taking more of your time than you would like?
[Rob Young](https://www.linkedin.com/in/cinci-robyoung/) principal at [Stage 3 Group](https://www.linkedin.com/company/stage-3-group/), hosts this workshop series and is the author of Stage 3 Success.
* Provides a framework and a playbook for leaders of emerging businesses
* Reviews business management tools and techniques for scaling and maturing a business
* How to recognize and leverage stories hidden in financial statements
* How to implement financial and operational controls and use leading indicators to spot trouble before it occurs
* How to manage your time for maximum effect
* How to deal with nonperforming employees
* How to create standard operating procedures throughout your organization
Four sessions will include two hours of content and an optional 90-minute hands-on lab.
Reserve your spot via this link:
https://clintonvilleba.com/calendar/#!event/2026/3/20/chaos-to-clarity-to-control ($200 for non-CABA members.)












![[FREE] Spanish x English Language Exchange at La Di Da](https://secure.meetupstatic.com/photos/event/2/9/2/8/highres_532810536.webp?w=640)

![🚩Tuesday Multi- Language Exchange Social🌍 [200+ People]](https://secure.meetupstatic.com/photos/event/3/9/a/highres_532440922.webp?w=640)











