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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

Real Estate Investing 101: Buying Property for Personal or Investment Use
Real Estate Investing 101: Buying Property for Personal or Investment Use
Whether you are looking to buy your first home or considering investing in real estate properties, this meetup is perfect for beginners in real estate investing. Book Coach Douglas for an informative session on the basics of real estate, different investment strategies and how to make the most out of your property purchase for personal use or as an investment. Take the first step towards achieving your financial goals through property ownership. Don't miss out on this opportunity to learn and grow your real estate knowledge!
Connecting Opportunities in the China-Asean Markets since 2017
Connecting Opportunities in the China-Asean Markets since 2017
Explore, Discuss and See how you can be connected to the vast opportunities available in the strategic China-Asean Special Economic Zone, earmarked to become the 'largest trading city in the world'.
Entrepreneurial Projects in China at Singapura Heritage@SingPost Centre
Entrepreneurial Projects in China at Singapura Heritage@SingPost Centre
Exploring Entrepreneurial Projects in Singapore and also in the China-Asean Economic Agency business in Guangxi, China. Explore the various channels of starting, operating and growing a thriving business in fast-growing industries. Explore opportunities to overcome the pressing challenges that Singapore faces: fastest ageing population, declining productivity, sky-rocketing costs, super competitive environment and ever growing number of foreign talents entering the already very tight economic spaces.....and many more. Complaining about these challenges will not help at all. Let's explore viable options and avenues opened to the average individuals to overcome these social-economic pressures.
From Data to Intelligence: Search, AI & Security with Elastic
From Data to Intelligence: Search, AI & Security with Elastic
**NOTE: Access to this meetup is restricted. Please ensure [you register on Luma.](https://luma.com/eq4s4mdk?utm_campaign=Meetup&utm_medium=Social&utm_source=UG-Singapore)** Join us for an exciting pre-[ElasticON](https://www.elastic.co/events/elasticon/singapore) Meetup in Singapore, where we’ll explore how Elastic is bringing the power of **Generative AI, Search, Observability, and Security together**. This session is designed for developers and AI enthusiasts who want to get going with Elastic's GenAI capabilities, learn practical use cases, and exchange ideas with the community. ​You'll also get a first-hand look at **industry-leading use cases** and discover how organizations are leveraging Elastic to unlock the full potential of AI in real-world scenarios. Whether you are just starting with GenAI or already experimenting, this meetup will give you a chance to learn, build, and connect with peers. **​We have amazing sessions lined up for you-** * Joel Teo (Marshall Wace) — Detections as Code * Mike Ritcher (Microsoft) — From Gameplay to GameOps: Adding an Agent for Insights, Incidents, and Daily Operations * Jun Wei (Confluent) — Enabling AI through Data Streaming ​Come curious, bring your questions, and be part of the conversation shaping the future of search and AI — only at this **exclusive ElasticON meetup.** **NOTE: Access to this meetup is restricted. Please ensure [you register on Luma.](https://luma.com/eq4s4mdk?utm_campaign=Meetup&utm_medium=Social&utm_source=UG-Singapore)**
Girl Style Bootcamp – March 16
Girl Style Bootcamp – March 16
Pickleball for Pickleball, Business and Investment Enthusiasts
Pickleball for Pickleball, Business and Investment Enthusiasts
Join us for a fun and exciting session! RSVP if u are coming. Whatsapp 93366835 for any enquiry or if u are coming. Don't pop up unannounced. Game will only start with 4 px minimum. Located at the Pickleball Ang Mo Kio courts, our group welcomes players aged 25 and above who are passionate about both pickleball and discussing the latest happenings in Singapore, business, investing and anything under the sun. Come prepared to enjoy some friendly and serious competition on the courts, and forge meaningful friendship with fellow Pickle-chus! Reserve your slots now. All u need to bring is yourself, pickle paddle, hydration for yourself, a towel to dry yourself, comfortable shoes and attire and you're good to go. For first time members, a one time only $4 admin fee is payable for provided equipment (net) and expensive silent balls. That's all. Subsequently it will be $1 a month just to cover cost of setup etc.
PP MON 5:30PM : $13 Intermediate
PP MON 5:30PM : $13 Intermediate

Financial Planning Events This Week

Discover what is happening in the next few days

Networking Night - 19th March (For Financial Advisors Only)
Networking Night - 19th March (For Financial Advisors Only)
*Calling All Financial Advisors!!* Join us for a fun Networking Night on March 19th—exclusive for financial advisors to connect and chill! Understand How Medical Concierge and Policy Buyback Services Can Help You Grow Your Business In an era where longevity is increasing, planning for the future means more than just financial security - it requires a holistic approach to health and wealth. We are pleased to invite you to an exclusive event, where we will explore the latest innovations in medical and how policy buyback services can help to grow your business Event Details: 📅 Date: 19 March 2026 ⏰ Time: 6:30 PM – 8:30 PM (Registration & Refreshments from 6:30 PM) 📍 Venue: The Central, Clarke Quay, 8 Eu Tong Sen Street #22-84, Singapore 059818
Gold & Silver Trading Seminar: Physical vs Digital
Gold & Silver Trading Seminar: Physical vs Digital
**RSVP**: [https://luma.com/l16oaj18](https://luma.com/l16oaj18) ​Join our **3-hour educational seminar** where we explore the key differences between **owning physical gold and silver** and **trading digital gold and silver instruments**, helping you understand how each approach works and how traders and investors use them in modern markets. ​Whether you are **new to precious metals** or looking to **expand your investment strategies**, this seminar will provide valuable insights into the evolving world of gold and silver. **RSVP**: [https://luma.com/l16oaj18](https://luma.com/l16oaj18)
Bitcoin Runners Singapore - Fort Canning Park
Bitcoin Runners Singapore - Fort Canning Park
**DISCLAIMER: NOT FINANCIAL ADVICE** Casual run of about 3.5km - 4km. Route can be lengthen if group is small. We will meet 7:00pm at BK eating house beside the zebra crossing: https://maps.app.goo.gl/ntCCoQz1UDvcKT8r9 Nearest MRT can be Clarke Quay OR Raffles Place At the moment no bag drop provided. Please do offer if you have a place for bag drop :) Warm up 15mins and start at 7.15pm latest. Running route brings us to around Fort Canning Park and back. Please note that we are running Fort Canning Park area in the night and runners must be comfortable in a dimly lit environment. We will usually end off our runs at BK Eating House for a drink / Meal. This is a group about discovering bitcoin as a savings technology. We welcome anyone who is interested in knowing more about saving in bitcoin or simply just want to join us to have a good run. We start out casual and as things get more consistent, we might do what others have been doing worldwide: https://www.bitcoinrunners.org/community/
Connect, Play & Grow: Board Games Community Meetup
Connect, Play & Grow: Board Games Community Meetup
**Looking for a refreshing way to unwind while connecting with inspiring, like-minded people?** Step away from your routine and join us for an afternoon of relaxed board games, meaningful conversations, and genuine connections in a cosy café setting. **🎲 Enjoy fun and engaging board games** **💬 Exchange practical financial insights in a casual, open environment** **🤝 Connect with individuals who value smart decisions and long-term growth** **☕ Relax, laugh, and build authentic relationships** Whether you’re a working professional, parent, business owner, or simply someone in mid-life who appreciates thoughtful conversations and social play — this session is designed for you. **Event Details** 📍 **Location:** Minds Cafe 🕑 **Time:** 7:00 PM – 9:00 PM 📆 **Dates:** 17th February 2026 & 17th March 2026 To keep the atmosphere warm, engaging, and meaningful, we are strictly limiting the session to **10 guests**. We encourage early registration to secure your spot. **Price Details** • **Entry Fee:** $3.00 per person • $17.90 – Any 2 hours of gaming (from the time you place your order) • $8.00 – Additional package (per person) • $12.90 – 1-hour gaming package with free-flow drinks and snacks (per person) If you’re joining us, we’d love for you to connect with us on our social media to stay in touch and keep updated on our future events. **Connect us:** Meetup: https://www.meetup.com/members/387832029/ Facebook: https://www.facebook.com/williaestate/ Instagram: https://www.instagram.com/williaestate/ Tiktok: https://www.tiktok.com/@willia.estate
Mix & Mingle: Coffee, Conversation & New Connection
Mix & Mingle: Coffee, Conversation & New Connection
**Looking to meet new people in a relaxed, no-pressure setting?** Join us this Thursday for a laid-back coffee session where conversations flow naturally and connections happen effortlessly. Let’s have a good coffee, easy vibes, and meaningful chats. **Venue : No horse run Gelato** **Time: 12PM - 2PM** **Host: Bryan** Whether you're exploring new ideas, growing your network, or simply want to spend your afternoon meeting like-minded people, this is the perfect space to unwind and connect. Come as you are. Grab a coffee. Start a conversation. ☕ **Important: Please Read Before Registering** To keep the vibes friendly and the conversations meaningful, we are strictly limiting each host to only 5 guests. Because spots are so limited, we ask all attendees to follow these conditions: **Connect with us:** Meetup: https://www.meetup.com/members/387832029/ Facebook: https://www.facebook.com/williaestate/ Instagram: https://www.instagram.com/williaestate/ Tiktok: https://www.tiktok.com/@willia.estate **Respect the Seat : If you register but find you can no longer make it, please edit your attendance to remove your name.** This allows someone on the waiting list to join the conversation!
Level Up With HSBC Life
Level Up With HSBC Life
**We’re hosting Level Up with HSBC Life - a recruitment networking night for fresh graduates and mid-career professionals exploring opportunities in financial advisory.** **📅 19 March 2026 (Thursday)** **⏰ 6:00pm – 10:00pm** **📍 Level Up** **Gain a transparent look into the industry from career progression and income potential to mentorship and long-term growth.** **Meet experienced practitioners.** **Ask real questions.** **Discover if this path aligns with your goals.** **Dinner & drinks provided 🍽️** **Limited seats available.** **To secure your spot, WhatsApp 9169 1475 with your full name, contact number & email address.**
Build Plan B using Global Ecommerce Business (Table Talk) - Pay as your Order
Build Plan B using Global Ecommerce Business (Table Talk) - Pay as your Order
Dear all, BISA would like to inviting on Table Talk - Pay as your Order with the topic: "Build Plan B using Global Ecommerce Business" Who should attend? 1\. Educator 2\. House Wife 3\. Freelancer 4\. Job Seeker 5\. Students 6\. Entrepreneur 7\. SME owner 8\. Business Owner 9\. Online Marketer 10\. Etc When? Thurs, 19 March 2026 At 3-5 PM SGT Where? Dapur Penyet - Centre Point Orchard Rd, #01-59-62 176A, Singapore 238843 Concept? Table Talk - FREE Event - Pay as your order More Info; 93554952 (Stephanus) - Whatsapp Only Salam BISA www.bisakita.com

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**!
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
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**.
Afternoon Movie
Afternoon Movie
**Tickets are on sale now**
Curtain Players Local Playhouse 🎭 Tickets are on sale now!
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.