Financial Learning Events
Join our community through interactive workshops, virtual sessions, and hands-on learning experiences designed to strengthen your financial knowledge.
Current Event Lineup
We've designed these sessions to give you practical skills and real-world financial insights. Whether you prefer learning from home or meeting face-to-face, there's something here that fits your schedule.
Personal Finance Mastery Workshop
This full-day intensive covers budgeting strategies that actually work, debt management techniques, and emergency fund planning. You'll walk away with a personalized financial action plan.
- Duration: 9:00 AM - 4:30 PM AWST
- Location: Mandurah Training Centre
- Tech Requirements: Device with internet for hybrid participants
- Materials: Workbook and calculator provided
Thorsten Kowalski
Financial Planning Specialist with 12 years experience
Investment Strategy Fundamentals
Learn the basics of building an investment portfolio that matches your risk tolerance and goals. We'll cover different asset classes, diversification principles, and common beginner mistakes to avoid.
- Duration: 6:30 PM - 8:30 PM AWST
- Platform: Secure video conference
- Tech Requirements: Computer or tablet with stable internet
- Prerequisites: Basic financial knowledge helpful
Small Business Financial Health Check
Designed for small business owners who want to get their finances organized. We'll cover cash flow management, expense tracking systems, and tax preparation strategies that save time and stress.
- Duration: 2:00 PM - 5:00 PM AWST
- Location: Mandurah Community Centre
- Includes: Light refreshments and printed resources
- Group Size: Limited to 25 participants
What's Coming Next
We're always planning new sessions based on what our community needs. Here's a preview of upcoming events through late 2025 - mark your calendars and watch for registration announcements.
Retirement Planning Workshop Series
4-Week ProgramA comprehensive four-week series covering superannuation optimization, retirement income planning, and lifestyle transition strategies. Each session builds on the previous week's concepts with practical exercises and group discussions.
Year-End Tax Strategy Session
Virtual EventPerfect timing for tax planning before the new year. We'll cover deduction strategies, record-keeping best practices, and how to prepare for tax season. Includes template downloads and checklist resources.
Financial Goal Setting Intensive
Weekend WorkshopStart the new year with clear financial direction. This two-day intensive helps you create realistic financial goals, develop action plans, and set up tracking systems that keep you motivated throughout the year.