Financial Education Events
Join our comprehensive workshops and seminars designed to build practical financial skills. Learn from industry professionals through hands-on sessions that focus on real-world application.
Reserve Your SpotUpcoming Learning Opportunities
Advanced Portfolio Management Workshop
Deep dive into modern portfolio theory, risk assessment techniques, and diversification strategies. This intensive session covers asset allocation models and performance measurement tools used by professional advisors.
- Duration: Full day (9:00 AM - 4:00 PM)
- Prerequisites: Basic investment knowledge
- Materials: Workbook and calculator provided
- Follow-up: 30-day email support included
Tax Strategy & Planning Seminar
Navigate Australian tax regulations with confidence. Learn about deductions, superannuation strategies, and year-end planning techniques. Includes current tax law updates and practical case studies.
- Duration: Half day (1:00 PM - 5:00 PM)
- Prerequisites: None required
- Materials: Tax planning templates included
- Bonus: Q&A session with tax professional
How to Prepare for Success
Pre-Reading Materials
We'll send you focused reading materials one week before your workshop. These aren't overwhelming - just 2-3 key articles to help you get the most from our time together.
Bring Your Numbers
Come with your current financial snapshot. Don't worry about perfect organization - we'll help you work through real examples using your actual situation (privacy respected, of course).
Questions Welcome
Think about your specific challenges beforehand. Whether it's budgeting concerns, investment confusion, or planning goals - we dedicate time for individual questions in every session.
The portfolio workshop completely changed how I think about investing. Instead of feeling overwhelmed by all the options, I now have a clear framework for making decisions. The instructor didn't just lecture - we worked through actual scenarios using real market data.