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
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
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'.
60 Min Free Business Clinic
Please click this link to the conference: https://meet.google.com/wpu-mxwj-qqu
This is an online event - please RSVP only if you really face business challenges and wanted to attend to solve problems. This is because we want to focus our energy to help people who really need.
We have many successful cases in helping SMEs through video conference or call. And would like to help you in the same way.
Video conference style:
1. Open for everyone
2. Show respect to all participants
3. Prepare any management question related to your business to ask
4. 3 most challenges you like to ask
5. Share your plan
6. 60 min session
Goal: "To impact your business within 60 min"
Possible outcome:
Help you to understand your business/ challenges/ issues better with:
- Clarity, goals, and validity checks
- Identify risks and opportunities.
- evaluate situations and plans
- prioritization for better decision and productivities
- share some strategies
Who should attend?
Directors, CEOs, CFOs, business persons, head of departments, entrepreneurs.
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.
Free Life Coaching Session!
**A)** You want to enjoy your career
**B)** You want to enjoy your personal life
**C)** You want to reach your potential
**D)** You want insightful, transformative conversations that allow you to tap into the best of yourself
**E)** You want to live up to your full potential and move forward in life
**F)** You want to make it happen and no longer want to drift along
**1)** Roger Federer, the greatest tennis player of all time, has a coach. Bill Gates, the richest man in the world, had a coach. Mark Zukerberg and Richard Branson had coaches.
**2)** Roger Federer, Bill Gates, Mark Zukerberg and Richard Branson did not overcome their obstacles by attending feel good motivational talks that are over-priced 3 days rah rah concerts in disguise.
**3)** They go for the real thing. They know that such rah rah talks cannot address specific challenges.
**4)** Now, if these successful people have coaches, why should you be shy of coaching? Having a coach is as as natural as going to the doctor when you have a fever that doesn't go away with panadol. Having a coach is as natural as going to a mechanic when you can't figure out why your car cannot start.
**5)** Empower Advisory is committed to give you a full single session of FREE life coaching. Absolutely FREE. We believe that the more successful you are, the better the world will be. You will get a professional personality assessment to understand yourself better and a one to one coaching session that is easily worth a few hundred dollars.
**6)** All information shared in the coaching session is kept strictly confidential. You are not judged in any way (unlike your family, friends or colleagues) and can be totally yourself. We just strive to give you a leg up.
**7)** All coaching sessions are on a one to one basis. A date and time will be arranged for you upon your life coaching request. All schedule will be arranged according to our Principal Life Coach's availability.
**8)** Just whatsapp 8332 4283 to book your slot.
**9)** Enjoy a personalised one to one or small group discussion in the fun setting of Members Only - Mandala Club at 31 Bukit Pasoh Rd, Singapore 089845. It's in town and it's easy to get there via Outram Park MRT station!
**10)** To book a session, whatsapp Admin Dave at 83324283. If you have RSVP-ed for a private session, do whatsapp to confirm your attendance too! Sessions will only happen if they are confirmed.
Financial Planning Events This Week
Discover what is happening in the next few days
Investing vs Saving vs CPF: How They Work Together
Many working adults save money, invest a little, and contribute to CPF — but are not sure how these pieces are supposed to work together.
This in-person, small-group meetup is a relaxed, no-pressure discussion designed to help you understand:
* When to save
* When to invest
* How CPF fits into long-term planning
There will be no sales pitches, no product promotion, and no obligation. The focus is purely on education and practical understanding.
What We’ll Cover
* The role of saving and when it makes sense
* How investing helps grow wealth over the long term
* How CPF works as part of a broader financial plan
* Common misunderstandings about CPF and investments
* How these three elements can complement each other
* Open Q&A — bring your real questions
This session is beginner-friendly and uses simple, real-life examples.
Who This Is For
* Working adults and young professionals
* Beginners interested in personal finance
* Anyone confused about where to put their money
* People who want clarity without sales pressure
No prior finance knowledge is required.
About the Host
I work in financial planning, focusing on investments and risk management.
This meetup is purely educational and discussion-based. There will be no product pitching during the session.
For those who wish to have a personal conversation after the meetup, that is completely optional.
Format
* Casual introductions
* Short sharing session
* Open discussion & Q&A
* Free networking after
Group size is intentionally kept small to encourage meaningful discussion.
Notes
* This is a physical, in-person meetup
* Please RSVP so seating can be arranged
* Feel free to invite a friend who may benefit
Looking forward to a good discussion and meeting like-minded people 😄
Passive Investing vs Active Investing: What Makes Sense for Most People
Many people hear about passive investing (mutual funds, REITs) and active investing (stock picking, trading), but are unsure which approach actually makes sense for them.
This in-person, small-group meetup is a relaxed, no-pressure discussion to help working adults understand the real differences, trade-offs, and expectations behind each investing style.
There will be no sales pitches, no product promotion, and no obligation — just practical sharing and open discussion.
What We’ll Cover
* What passive investing really means (and what it doesn’t)
* What active investing involves in real life
* Time, effort, cost, and risk differences between both approaches
* Why most people underperform when choosing the wrong strategy
* Common misconceptions about “beating the market”
* How people realistically combine both approaches
* Open Q&A — bring your real questions
This session is beginner-friendly and uses simple examples instead of technical jargon.
Who This Is For
* Working adults and young professionals
* Beginners curious about investing
* People who feel confused by online investing advice
* Anyone deciding between DIY investing or guided approaches
No prior investing knowledge is required.
About the Host
I work in financial planning, focusing on investments and risk management.
This session is educational and discussion-based. There will be no product pitching during the meetup.
For those who wish to continue the conversation after the session, that is completely optional.
Format
* Casual introductions
* Short sharing session
* Open discussion & Q&A
* Free networking after
Group size is kept small to encourage meaningful conversation.
Notes
* This is a physical, in-person meetup
* Venue: Woodlands Regional Library
* Please RSVP so seating can be arranged
* Feel free to invite a friend who may benefit
Looking forward to a good discussion and exchanging perspectives 😄
Personal Finance 101 for Working Adults (Singapore Context)
Managing money shouldn’t feel complicated — yet many working adults feel unsure whether they’re saving enough, investing correctly, or making the right financial decisions for the future.
This beginner-friendly, educational session is designed to give you a clear, practical foundation in personal finance — specifically tailored to the Singapore context.
Whether you’re early in your career or simply want to get more clarity around money, this session will help you understand how the key pieces fit together.
What We’ll Cover
* The 3 pillars of personal finance: Saving, Investing & Protection
* How CPF, cash savings, and investments should work together
* How much you should roughly save vs invest at different life stages
* Common financial mistakes working adults make (and how to avoid them)
* How to build a simple, sustainable financial structure without jargon
* How to think long-term without needing to “time the market”
Who This Session Is For
✔ Working adults in Singapore
✔ Beginners with little or no finance background
✔ Those feeling overwhelmed by too much online financial advice
✔ Anyone who wants clarity before making financial decisions
No prior knowledge required.
What This Is (and Isn’t)
✅ Educational and discussion-based
✅ Practical and real-life focused
✅ Neutral and beginner-friendly
❌ Not a sales talk
❌ No products being pushed
The goal is understanding, not selling.
Event Format
* Short presentation
* Simple visuals & examples
* Open Q&A and discussion
* Casual, friendly environment
Come listen, ask questions, or just learn at your own pace.
📍 Venue: Woodlands Regional Library
⏱ Duration: \~1.5–2 hours
🎟 Cost: Free
If you’ve ever thought “I should really get my finances sorted, but I don’t know where to start” — this session is for you.
Personal Finance 101 for Working Adults (Singapore Context)
Managing money shouldn’t feel complicated — yet many working adults feel unsure whether they’re saving enough, investing correctly, or making the right financial decisions for the future.
This beginner-friendly, educational session is designed to give you a clear, practical foundation in personal finance — specifically tailored to the Singapore context.
Whether you’re early in your career or simply want to get more clarity around money, this session will help you understand how the key pieces fit together.
What We’ll Cover
* The 3 pillars of personal finance: Saving, Investing & Protection
* How CPF, cash savings, and investments should work together
* How much you should roughly save vs invest at different life stages
* Common financial mistakes working adults make (and how to avoid them)
* How to build a simple, sustainable financial structure without jargon
* How to think long-term without needing to “time the market”
Who This Session Is For
✔ Working adults in Singapore
✔ Beginners with little or no finance background
✔ Those feeling overwhelmed by too much online financial advice
✔ Anyone who wants clarity before making financial decisions
No prior knowledge required.
What This Is (and Isn’t)
✅ Educational and discussion-based
✅ Practical and real-life focused
✅ Neutral and beginner-friendly
❌ Not a sales talk
❌ No products being pushed
The goal is understanding, not selling.
Event Format
* Short presentation
* Simple visuals & examples
* Open Q&A and discussion
* Casual, friendly environment
Come listen, ask questions, or just learn at your own pace.
📍 Venue: Woodlands Regional Library
⏱ Duration: \~1.5–2 hours
🎟 Cost: Free
If you’ve ever thought “I should really get my finances sorted, but I don’t know where to start” — this session is for you.
Mastering Advanced Options Trading Strategies
**RSVP**: [https://www.traders.sg/free-session/advanced-options-trading-strategies/](https://www.traders.sg/free-session/advanced-options-trading-strategies/)
Take your options trading to the next level by mastering **capital-intensive yet highly versatile strategies** used by professional traders to profit from **volatility, direction, and income generation**.
This advanced session goes beyond basic calls and puts—focusing on **real-world execution, risk management, and live market analysis**.
**RSVP**: [https://www.traders.sg/free-session/advanced-options-trading-strategies/](https://www.traders.sg/free-session/advanced-options-trading-strategies/)
Play and Grow Rich
Financial concepts can be complex and daunting but it doesn't have to always be that way. These cards break down key concepts into bite-sized knowledge for people all ages and life stages.
***If you are interested in tarot cards to unlock the secrets of the universe in your life, why not unlock the secrets to your financial future with Adviser Cards?***
**Sign up [here](https://calendly.com/travistjy/30min) and choose your preferred slot for a complimentary session today!**
Options Made Simple (16Jan2026)
**Important**: Upon RSVP, participants need to register on Eventbrite link below for building security purpose.
https://www.eventbrite.sg/e/options-made-simple-tickets-1977687453411
**Agenda:**
The seminar will introduce core and advanced options strategies, along with risk-management principles and common pitfalls to avoid.
Join Tiger Brokers for an in-person masterclass designed to help investors understand and apply practical options strategies in today's market. This session will introduce both foundational and advanced concepts, focusing on how options can be used effectively for portfolio enhancement and risk management.
Whether you are new to options or looking to refine your approach, this event offers a structured and practical learning experience.
**What will be covered**:
* Core strategies: Cash-Secured Puts, Covered Calls, Protective Puts, LEAP Calls.
* Advanced strategies: Iron Condors, Butterflies.
* Common risk-management and pitfalls.
* Live demonstration of options trading on the Tiger Trade platform.
* Open sharing and discussion on options trading experience.
We look forward to hosting you for an evening of learning, insights, and meaningful discussion on options trading.
\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*
Cost: Free
Date: 16 Jan 2026 (Friday)
Time: 6:00pm to 7:30pm.
Venue: One Raffles Place **Tower 2** **#35-61,** Singapore 048616 near Raffles Place MRT.
**Remark**: Registration starts from 5:30pm before event start at 6pm. Kindly self-register at level 1 security counter before going up to **level 35** **Tower 2**. Most important, **we start on time** so try not to be late. Thanks!
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Financial Planning Events Near You
Connect with your local Financial Planning community
Cincinnati Model Investment Club Meeting
Our hybrid event takes place both as a face-to-face and as an online meeting using the GoToMeeting software application: [ ](http://app.goto.com/meeting/449766181)[CinMIC LINK](https://meet.goto.com/449766181).
This club is an operating stock investment club, open to the public as an educational opportunity. Each month this club covers an investment educational topic or presents a teaching segment. Stocks are discussed and studied.
This month's educational topic will be a presentation on portfolio guidelines by Rich Alden. Our stock study will be U.S. Lime and Minerals (USLM) presented by member Allan Chestnut. We end the meeting with a "Talkin' Stocks" segment with quick overviews of Addus Home Care Corporation (ADUS) and Ferrari (RACE).
Investors at all levels are welcome at the face-to-face meeting or online by using this[ ](http://app.goto.com/meeting/449766181)[CinMIC LINK](https://meet.goto.com/449766181). Get to know fellow investors!
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
💃 Lincoln Street Salsa Saturdays! 💃 Salsa, Bachata, and Merengue Dancing! 💃
**💥 Join us THIS Saturday and EVERY Saturday!**
**💥 At Columbus’ Hottest New Salsa Venue!**
**.**
Lincoln Street Salsa
THIS Saturday and EVERY Saturday!
8 pm – 1 am
**.**
**💥 Gorgeously Renovated Studio!**
**💥 Free Parking!**
**💥 BYOB!**
**💥 Easy Access from Highway!**
**.**
Lincoln Street Salsa
1717 Brice Rd
Reynoldsburg, Ohio 43215
**.**
**ENTRANCE IS ON THE NORTH SIDE OF THE BUILDING**
**Behind Anthony’s Pharmacy!**
**.**
**PLEASE SHARE and help get the word out!**
**.**
**🟣 Salsa, Bachata, and Merengue Dancing!**
**.**
**🟣** 8:00 pm – 8:30 pm
**𝗥𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻**
**.**
**🟣** 8:30 pm – 9:30 pm
**𝗕𝗲𝗴𝗶𝗻𝗻𝗲𝗿 𝗗𝗮𝗻𝗰𝗲 Class!**
**.**
**🟣** 9:30 pm – 1 am
**𝗢𝗽𝗲𝗻 𝗗𝗮𝗻𝗰𝗲 𝗣𝗮𝗿𝘁𝘆!**
**.**
**✅ Questions?**
**Visit [LincolnStreetSalsa.com](https://columbussalsadancing.com/)**
Or Text Todd: 614-774-8146
**.**
**✅ No Experience Necessary!**
**✅ No Partner Required!**
**✅ Plenty of People to Dance With!**
**.**
**✅ $15 Cash / $16 Card**
**✅ College Students $5 Off with Valid ID!**
**✅ BYOB**
**✅ Age 18+**
**.**
**✅ Lincoln Street Salsa is the perfect place for…**
**.**
**👉 Learning to Dance**
**👉** Social Dancing
**👉 Birthday Celebration**
**👉** Bachelorette Parties
**👉 Girl’s Night Out**
**👉 Date Night**
**👉** Getting Fit / Burning Calories
**👉 Meeting New People**
**👉** Having Fun, Fun, Fun!
**.**
✅ **Questions?**
Visit [LincolnStreetSalsa.com](https://columbussalsadancing.com/)
Or Text Todd: 614-774-8146
Tuesday Cocktail Class
**Shake up your after work routine.**
Join us for a guided cocktail class with our friends from Ilegal Mezcal and learn the story behind tequila and mezcal while creating three delicious cocktails from scratch.
Your $15 ticket includes the class, all three cocktails, and a few party favors to take home.
It is the perfect mix of learning, drinking, and socializing whether you are coming with coworkers, friends, or a date.
Must be 21+ to attend.
REI: How to Fund a Deal
## Join Our Online Event: **How To Fund Real Estate Investing**
Thinking about diving into real estate but not sure how to finance your dreams? This online session breaks down all the cool ways to **get funding** for your projects. Whether you're a newbie or just looking to boost your funding game, we've got tips and tricks to get you started. Grab your laptop, settle in, and let's talk cash flow and creative financing!
* **Understand the real funding options** — conventional loans, private money, hard money, and joint ventures, and when each actually makes sense.
* **Learn how money flows through a deal** — capital stacks, risk positions, and why deals die when funding isn’t planned first.
* **Avoid the most common funding mistakes** — overleveraging, bad assumptions, and chasing deals you can’t realistically finance.
* **Get financially positioned before you make offers** — so you’re credible, confident, and ready when the right deal shows up.
Register Here: [SIGN UP HERE](https://links.eliteeventbuilder.com/widget/form/bu1G1KgNvYWHQqAhCtbg?am_id=debbie335)



























